Year 1 Program Begins February 2009
We are now offering two training options....

The 401k Coach Program - year long training programs for advisers, TPAs, and their staff to bring their 401(k) practice to the next level.

Boot Camps - customized intensive half-day or full-day programs offered by "invitation only" to both wholesalers and advisers.


The 401k Coach® Program Experience

Your ability to articulate your unique value and deliver solutions in a competitive environment is imperative to your success and the experience you create for your clients. The 401k Coach Program provides you with the tools, systems and skills you need to do this in one and two-day sessions that meet on a regular basis over a three year period of time.

The first year of the Program sets in place the building blocks you and your team will need to create repeatable systems to build efficiencies in your practice and deliver unique experiences for your clients.

Year One 401k Coach Tools and Systems promote increased confidence, exponential growth and success for your business.


The 10 Critical Components to Building Your Retirement Plan Business ™

1.

The Pre-Call Research System
The 5500 & Beyond™

6.

Design & Administrative Issues
Technical issues update

2.

The Five Levels of Client Creation™
A repeatable system

7.

Investment Monitoring & Platform Services
Dissecting the competition

3.

The 401(k) Business Development Matrix™
Pricing your business

8.

Compelling Selling
How to get paid in “3 Ways”

4.

The 401k Coach® Retirement Plan Solution™
A six-step sales and service process, including The Retirement Plan Evaluator™ & The RFP Manager™

9.

Handling the Competition
Articulating your Blue Ocean Strategy

5.

To Be or Not To Be a Fiduciary
Oversight & 404(c) compliance

10.

The Quantum Leap™
Tools and systems for managing an integrated, evolving 401(k) business



The 401k Coach Tools & Systems

  • Your Strategic Business Plan
  • The Diagnostic Journal™
  • The Focuser™
  • The Problem Solver™
  • Managing Energy for Peak Performance
  • Real-Time Updates on:
    Legislative Issues & 401(k) Marketing Initiatives
  • The Wealthcare Manual™
    A point of sale tool for demonstrating your unique value proposition and differentiating you and your team's unique services
 

...and much more  


Register now for the next 401k Coach Program.

The second and third year discussions in The 401k Coach Program address the implementation and monitoring of these systems and tools and the creation of:

Entrepreneurial Wisdom:

  • How to develop Consultative Fee Revenue
  • The $7 for $1 Solution™ and The Maggie Factor™ a unique system and methodology for capturing $7 of ancillary business revenue for every $1 dollar of existing retirement revenue
  • Building a successful team to provide you with more free time


Do you still have questions?

Do you want to read more about our members' experience?

Master's Program

401k Coach Program Alumni interested in the new 2008 Master's Level Program beginning in March 2nd can review the Program Brochure or call us for additional details.

401k Coach® Program - Boot Camps

Your business cannot continue to grow if you don't stay sharp and focused. The 401k Coach Program® has been the place where over 500 advisers from across the country have come to "sharpen their 401(k) saw". Now, The 401k Coach will come to YOU!

What are 401k Coach Boot Camps? 401k Coach "Boot Camps" are intensive half-day or full-day programs that will make a "transformational impact" on the way you approach the 401(k) marketplace. Boot Camps offer a dynamic seminar for financial practitioners and industry wholesalers who are looking to "fast-track" greater value creation and increased sales in a highly competitive marketplace.


Wholesaler Boot Camps                          Advisor Boot Camps

We will deliver a customized Boot Camp to your wholesaling team focused on specific 401k Coach Tools and Processes they can apply to their practice and/or deliver directly to their financial advisor clients.

The result: increased confidence, clarity, market differentiation, and sales!		 If you are looking for a way to deliver real actionable "value" to your advisor channel, the Advisor Boot Camps are the perfect solution.

Our half and full-day programs will challenge advisors' convential thinking, articulate their unique value and give them a competitive edge that will generate increased sales, confidence, and personal satisfaction.


What are the Benefits of Attending a 401k Coach Boot Camp?
  • A clear understanding of your current strengths and weaknesses andthe strengths and weaknesses of your current practice>
  • A repeatable marketing system for generating unlimited referrals
  • A repeatable system for conducting the exceptional First Meeting and closing more sales
  • Increased confidence and technical expertise
  • Escape from the "Commoditization Trap"
  • Increased sales and revenue through a proven methodology for creating new and independent revenue sources and enhancing your service model

Customized Boot Camps - The 401k Coach Program can customize Boot Camps for differentiating yourself in the marketplace and create real impact and add value to your financial adviser, broker, and third party administrative company relationships. We will work with you to develop a program focused on increasing sales and productivity for creating greater simplicity, focus and balance in your business.

Contact The 401k Coach Program at info@the401kcoach.com or (877) 932-6236 to discuss how we can customize "invitation only" 401k Coach Boot Camps to support the success and growth of your business. We look forward to working with you and assisting you in competing beyond defeat in this competitive marketplace.