"Thanks to The 401k Coach, I have a process that differentiates me from the thundering herd and the confidence that my process is the right one for my client. This business is becoming very scary for the average rep. It’s so great not to be average."
~ J. Reardon, Coach® Member
~ J. Reardon, Coach® Member
Charlie Epstein: Named One of 401kWire’s Most Influential People In the 401(k) Industry Four Years In A Row
May 18, 2012 (comments: 0)
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“Wears at least three retirement industry hats. … But it is Epstein’s third hat, the 401k Coach program, that makes him practically unique in the industry and makes him a staple ad industry conferences. Epstein trains advisors, TPAs and wholesalers on the ins and outs of dealing successfully with plan sponsors and meeting participants’ needs. He teaches sales strategies, presentation techniques and much more. … Watch for more and more advisors to turn to Epstein.”
“As more providers take advisors seriously and more plan sponsors demand sophistication from their plan consultants, it's not surprising that the advisors in the business, young and old, are looking for ways to set themselves apart from the pack. In such an environment, respected educators thrive, so it's no wonder that Charlie Epstein continues to be a well known face in the 401(k) industry.”
“Epstein and his team have trained over 700 advisors over the past seven years, imparting wisdom on sales, marketing, compliance and more through their training program for the ‘intelligent 21st century 401(k) advisor.’ We're still on the upward slope of advisors' importance in the 401(k) industry, so expect Epstein and others like him to continue to win converts.
“As more providers take advisors seriously and more plan sponsors demand sophistication from their plan consultants, it's not surprising that the advisors in the business, young and old, are looking for ways to set themselves apart from the pack. In such an environment, respected educators thrive, so it's no wonder that Charlie Epstein continues to be a well known face in the 401(k) industry.”
“Epstein and his team have trained over 700 advisors over the past seven years, imparting wisdom on sales, marketing, compliance and more through their training program for the ‘intelligent 21st century 401(k) advisor.’ We're still on the upward slope of advisors' importance in the 401(k) industry, so expect Epstein and others like him to continue to win converts.
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