The 401k Coach Webcast Library
HSAs Could Be a Retirement Advisor's New Best Friend
The HSA may become an advisor’s best friend for tax advantaged long-term savings. HSA balances are growing fast as healthcare consumerism takes off, creating opportunities and threats for retirement plan advisors. While HSAs can be a new source of income for retirement plan advisors, they also can siphon off 401(k) contributions as healthcare cost shifting to employees accelerates. Learn how you can help participants and sponsors save more and get improved tax benefits from holistic coordination of 401(k) and HSA deferrals. Boosting HSA and 401(k) savings isn’t just a path to more revenue, it’s a way for strategically minded advisors to deliver more value to the C-suite.
Guest Speaker: David Snyder, CEO Perspective Partners
Making Dollars & Sense out of the New DOL Fiduciary Rule
With the DOL Final Rule and advisor compensation requirements released, how are you going to avoid being trapped in a fee compressed world, watching your compensation decline year after year? Section II(c)(2) of the Best Interest Contract Exemption (BICE) prohibits advisors or financial institutions from making recommendations that will cause "compensation for their services that is in excess of reasonable compensation." The 401k Coach has teamed up with Dalbar, Inc. to bring you this webcast to review how advisors can proactively set reasonable compensation and make more money at the same time. We will look at two different methods of assessing compensation: cost based and benefit based.
Guest Speaker: Lou Harvey, President & CEO, Dalbar, Inc.
The DOL's Final Rule Released, Time to Create an Unfair Advantage
Today, the DOL released their Final Fiduciary Rule (4/06/16). Listen to The 401k Coach discuss what this means for our industry and what you need to do now to get out in front and implement new best practices. Thousands of advisors across the country are not prepared or suited for these changes. Now, more than ever, the opportunity to grow your 401(k) retirement plan business and your individual financial planning has never been better. Learn what you can start to do now to take advantages of these changes and position yourself to gain more market share.
Mastering Big Data to Grow your 401(k) / Financial Business 10x Faster, Easier, and Bigger!
Today’s most successful companies are data-driven. How is big data and analytics transforming the financial industry and how can you leverage these technologies, regardless of the size of your business? Dr. Harpreet Singh, the founder of Experfy, a hot Big Data startup in the Harvard Innovation Launch Lab, will provide an overview of the seismic shifts that are disrupting the financial industry. Singh received his PhD from Harvard and served on the university faculty. He is no stranger to the financial industry, having helped establish Citigroup’s e-Citi Venture Portfolio Office and having built the technology team that created industry’s first customizable derivatives. He also contributed to the program management of FX Alliance, a leading online FX trading platform.
Guest Speaker: Harpreet Singh, Experfy
HSAs - The New Kid on the Block
Rising healthcare costs are driving a sea change opportunity for retirement plan advisors. Serious advisors are understandably concerned about healthcare expenses as a major retirement funding risk, and recognize that HSAs can play a key role. Moreover, 401(k) contributions are threatened by ballooning cost shifting to employees. Learn how you can help participants and sponsors save more and get improved tax benefits from holistic coordination of 401(k) and HSA deferrals. Boosting HSA and 401(k) savings isn’t just a path to more revenue, it’s a way for strategically minded advisors to deliver more value to the C-suite.
Guest Speaker: David Snyder, Perspective Partners
Newly Proposed DOL Fiduciary Rule:
Moving to a Universal Fiduciary Standard
The DOL's new fiduciary proposal has been called a potential game changer for the whole retirement industry. People are still trying to digest all of its implications, but it's clear that this proposal is going to be one of the most significant and groundbreaking pieces of rulemaking to ever emerge from the DOL.
Guest Speaker: Marcia S. Wagner, Esq., The Wagner Law Group
The Buzz on MEPs
MEPs, Group Trusts, and Aggregation Arrangements: A Growth Update
Multiple Employer Plans (MEPs) are gaining serious traction in the retirement plan world and serious advisors are understandably interested in helping clients start and manage them. The buzz is not just about MEPs, but multiple employer arrangements of all sorts, including group trusts and "aggregation arrangements" designed to look like MEPs without actually being MEPs. Learn what's up in Washington and where strategically minded advisors are steering their practices.
Guest Speaker: Pete Swisher, Senior VP Pentegra
Why Engaged Organizations Succeed
Welcome to the Engagement Era! The winners will be the entrepreneurs and companies that harness the passion of workers in a simple and focused way. Learn how you can achieve lasting engagement and exceptional business performance for your own company and how you can offer it as a value-added service for your clients and prospects to help you stand out from your competition.
Guest Speakers: Stefan Wissenbach & Todd Brook of Engagement Multiplier
How to "Book" the Business!
What I have learned is that being an author has been an absolute game-changer for my practice - I'm talking about a 10X multiplier in terms of new business! In the eyes of the public; plan sponsors, plan participants, the media, my existing clients and even the prospects I call on - my status has changed dramatically. You see, becoming an author instantly makes you the Expert, Authority, and even the Celebrity in your marketplace. It gives you the Ultimate Unfair Advantage over your competition!
Join us on this informative webcast to learn the 'Power of the Book!' I will interview Adam Witty of Advantage Media Group, who has published over 500 books (100 with Financial Advisors). He will show us how crossing over the Line of Super Credibility in the eyes of the public, especially your prospects, happens instantaneously when you become an Author! Adam will also share some case studies from his book; "11 Ways Financial Advisors Attract Their Ideal Clients with a Book"
I will then introduce you to our Authorship Program! My system eliminates the heavy-lifting, so you can do what you do best: building and growing your retirement plan business! My book, Save America Save! The Secrets of a Successful Retirement Plan is written with timely and quality content for your plan sponsor clients and prospects.
Getting Your Foot in the Door and Closing More Business in 2015
Learn the most effective strategies to help you grow your business that The 401k Coach has learned from both, "in the trenches," as an advisor, and from coaching top advisors all over the country! We also have John Pojeta (Vice President at PT Services Group) on the webcast to share his insights on what it takes to book 401(k) appointments consistently and successfully.
Learn about the Industry's Premier Study Group
- How do you break out of a sales slump?
- How do you discover new technology and decide what is worth investing in?
- How do you keep up with the best and brightest sales and marketing ideas?
- Who do you talk to if you lose a big case?
- Who can you share with about how hard this business can be and get constructive feedback?
- Where can you hear stories about what’s working and what’s not working from fellow advisors to assist you in making better business decisions?
- How do you keep up your motivation and momentum?
Where do you go to get INSPIRED?
Alan Robinson, Author of The Idea-Driven Organization
Lou Harvey, President & CEO of Dalbar
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The Big Idea Focus Group
2 Inspiration Days, 12 Supportive Months
beginning November 13-14, 2014
Save America, Save!
Being an author is a game-changer. Join us on this informative webcast to learn the 'Power of the Book!' Charlie will interview Adam Witty, who has published over 500 books (100 with Financial Advisors). He will show us how to stand out in a crowded market and dramatically differentiate ourselves as the authority, celebrity, and expert. Adam will also share some case studies from his book; "11 Ways Financial Advisors Attract Their Ideal Clients with a Book".
The Ten-Year Strategy for Exponential Growth
A handful of advisors are achieving jaw-dropping growth by repositioning their business strategy around fiduciary outsourcing, multiple employer plans, and the consistent, measurable delivery of better retirement outcomes. Our discussion will focus on what an advisor must change and do to embrace this vision, including: product lineup; value proposition; deliverables; pricing; marketing; and above all - philosophy. Only a few will follow this path and succeed, and those few will become the apex predators of the advisory world.
Guest Speaker: Pete Swisher, Senior Vice President, Pentegra
What Consultants Know That You Need To Know To Manage 401(k)
Learn what Top Consultants know in running successful 401(k) Plans. Hear from Charlie Epstein, The 401k Coach and Anne Marie Sutton, Vice President and Retirement Advisor Consultant with PIMCO’s Defined Contribution Practice, as they 'lift the hood' on industry consultant studies to provide top talking points for your next trustee meeting and first meeting interviews. Ann Marie also reveals current TDF strategies and a new RFP tool to improve your due diligence review process.
Leveraging New Technologies to Help Advisors Build and Retain their Retirement Plan Business
Most advisors' book of business represents a mixture of 401(k) and individual/wealth management clients. The challenges for finding, nurturing and servicing them are similar - you must differentiate yourself from your competition so that you can earn and keep those assets under management. On this webcast, we shared unique systems to help address these practice management challenges. Listen to Charlie Epstein, The 401k Coach and Mark Singer, founder of The Financial Literacy Toolbox.
Essential Resources for Winning New Plans
The 401k Coach and 401k Safe teamed up to teach you the Ultimate Advisor Success Formula to help Plan Sponsors eliminate their burdens and help Participants understand their benefits for a Secure Retirement.
Secrets to a First Appointment Win
In this FREE webcast we discussed best practices for getting in the door with superior, qualified prospects. Learn new inbound and outbound marketing techniques. No longer do you need to dread those Cold calls and Cold appoinments. Gain the clarity, confidence, and capaibilities from this highly experienced panel of development experts. Learn the common pitfalls of prospecting in the financial industry and discover strategies for developing and refining a sales process that will merit success for your marketing efforts.
Charlie Epstein, The 401k Coach
Dan Hudock, Sandler Training Company
John Pojeta, The PT Services Group
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Build a Million Dollar Rollover Business
Join us for a conversation on Ancillary Business Opportunities! Learn from our 10x Revenue 'Wheel of Fortune.' Just a piece of the pie here at The 401k Coach!
We will also discuss the Regulatory Divide on capturing Rollover assets for the advisor community and the DOL's concerns for all advisors; fiduciaries and non-fiduciaries. You will learn how you can accept Rollovers without triggering a Prohibited Transaction and we will share with you some case studies and best practices.
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Learn How to Capitalize on Plan Sponsor and Plan Participant Success Formulas
Join Charlie and special guests John McAvoy and Jared VanGuilder as they explain their process that has skyrocketed their businesses to new heights by capitalizing on Plan Sponsor and Plan Participant Success Formulas.
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401k SAFE Webinar: An Interview with Charlie Epstein, The 401k Coach
Learn the latest trends in the 401(k) marketing and specific techniques you can use to generate more sales.