Year 1 Program Begins April 10-11 2008

Frequently Asked Questions

Search FAQ:

How is the 401k Coach® Program different from other educational programs?

At most conferences or seminars someone stands up in front of the room and talks at you with little or no engagement. The 401k Coach Program is organized to actively re-energize you in your practice and give you the skills to focus on the issues you need to address in order to create an action plan that you can take back and implement. It’s an ongoing process that begins with a full two-day session, followed by webcasts and additional on-site sessions. In between sessions the 401k Coach Team is available for ongoing coaching and support.

Does it matter whether I am new to the 401(k) business or a veteran?

What we discovered is everyone brings their own issues, concerns and experience to the 401k Coach Program whether they are new to the business or have been in it for decades. We call this your business experience ‘baggage’. At each session, you work through what is working and not working and determine what ‘baggage’ to leave behind and which new process, capabilities, tools and systems you want to incorporate into enhancing your practice. Every member works on their ‘baggage’, and makes progress at their own pace. Success comes to those who are actively engaged. The 401k Coach Program promises personal and business breakthroughs that lead to increased confidence, knowledge and improved best practices.

Will there be an opportunity to practice sales skills?

Absolutely. We’ve designed exercises to allow you to create and practice your ‘extraordinary’ introductory meeting, your ‘unique’ closing meeting, your ‘edu-tainment’ sessions and much and more.  You’ll get honest feedback from your peers which will assist you in increasing your confidence, improving your value proposition and ultimately selling and retaining more business.

Can I bring along my assistant?

Yes, in fact we encourage it. Haven’t you attended an industry conference or workshop and wished your staff was with you to gain firsthand knowledge and begin implementing new strategies, capabilities and ‘best ideas’ right out of the gate? 85% of members who brought assistants with them to the program report an increase in their staff's knowledge of the industry, understanding their advisors' role and their role as the assistant, which increased their staff’s overall effectiveness and performance.* This has lead to increased confidence for both the advisor and their staff, thus growing their sales exponentially.
*2006 University of Massachusetts Isenberg School of Management Survey

How do I know it will work for me?

More than 400 financial professionals with diverse practices from all over the country have participated in the Program and achieved ‘next-level’ success. Testimonials from our members can be found scattered throughout this website and are available on the audio CD that comes with our informational brochure. Charlie Epstein has spent more than 25 years in the trenches running a multidimensional financial services practice and selling 401(k) plans. The processes, systems and tools you will learn have been road tested in a multi-million dollar practice.
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