Speaking Engagements

Take a look at the speaking programs offered by Charlie Epstein through The 401k Coach® Program. For more information, please contact Marie Forest.

I’m Not Your Boss

Learn how to transform your staff into entrepreneurs who manage you to greater success.

How do you get employees to think and act in an entrepreneurial fashion? How do you stop managing your staff and get them to manage you to greater success?

In this engaging session, The 401k Coach® shares proven strategies and techniques for transforming your employees into committed partners focused on achieving exponential sales and providing superior proactive service.

The Value of Your Value

In today's commoditized marketplace, 401(k) advisors are continually challenged to articulate their value and justify their compensation. The Pension Protection Act of 2006 creates enormous opportunities for advisors who can demonstrate their value-added services to both plan sponsors and plan participants. In this session, The 401k Coach® challenges you to qualify and quantify The Value of Your Value.

This engaging session opens your eyes to the consultative role plan sponsors and plan participants want you to offer.

The Five Levels of Client Creation

(Retirement Plan Advisor Series)
So you've finally defined your geographic market, targeted plans of $5,000,00 to $20,000,000 with average account balances of $40,000. You've even generated a list of 50 to 1,000 5500s. Now what? How do you create a repeatable system of success for generating a never-ending stream of qualified referrals from superior centers of influence?

The Five Levels of Client Creation (TPA Series)

Third Party Administrators learn strategies for marketing your business and promoting your services with a focus on how to generate referrals and increase activity.

As a non-producing TPAs, you do not have a direct relationship — your relationship is with the advisor and the plan sponsor. This makes it more of a challenge for you to get new business and keep it, especially if the advisor of one of your plans is fired by the plan sponsor.

The biggest fear advisors have in working with TPAs is that the TPA will mess up and make them look bad in front of their clients, jeopardizing the business they worked so hard to get. In this session, you also learn how to make advisors feel confident about working with you.

The Exceptional Enrollment Meeting

Your firm's job as the servicer and advisor of a 401(k) plan is to paint pictures for employees through analogies that will bind them to the opportunity of investing for the long term in their retirement program. This presentation is about keeping it simple, knowing the audience and delivering an impressive Edutaining Experience.

The Power of OPR

CPAs, property casualty firms, and other professionals have moved into the financial services industry. A recent study noted that when making a decision, business owners deferred 48 percent of the time to their most trusted advisor: their CPA. How can you tap into the power of OPR— Other Professionals’ Relationships — to grow your retirement plan business and move up market?

Acting A Life: Moving From the Ordinary to the Extraordinary

Whoever said, "You can't have your cake and eat it too" never met Charlie Epstein, CLU, ChFC, CFBS, RIA, AIF (aka Charles Burtaine).

Charlie's entertaining and energetic journey, Acting A Life, reveals the keys to creating astounding business success while pursuing your life's passions, Are you living to work or working to live? Are you pursuing your passion or dreaming about it? Why wait till you’re 65 to live your dreams? You too can have your cake and eat it now.

The Advisor’s Dilemma ... Solved

It's time to differentiate yourself in the marketplace and discover how to get paid for the value you create, rather than just the products you sell.

This session introduces The 401k Coach® Retirement Plan SolutionTM, a six-step turnkey solution to increasing assets under management and systematizing your operations from first meeting introductions to servicing your 401(k) plan clients.

Whether you are a rookie or a seasoned veteran, The 401k Coach® Retirement Plan SolutionTM will help you increase your productivity and your bottom line.

The 5500 and Beyond

Start using the 5500 for more than uncovering plan assets Use it as a tool to demonstrate your expertise and build confidence in your relationships with plan sponsors.

Most advisors have never read a 5500 and the code section to the 5500 cover to cover. This course teaches you how to unlock the 5500's valuable data for marketing and sales opportunities and to uncover compliance and plan design issues.

The result: increased confidence, expertise and sales.