Sign Up to Receive
Our E-Newsletter

Visit our Newsletter
Archive >
Facebook! Twitter! LinkedIn! YouTube!
"We are what we
repeatedly do.
Excellence, then,
is not an act,
but a habit."
- Aristotle
"We are what we repeatedly do. Excellence, then, is not an act, but a habit."
- Aristotle
The 401k Coach Program Year 2

Year 2 Program

 

Year TWO 401k Coach Program Schedule
Sessions 1 & 2: February 7th & 8th, 2013
Session 3: (via webcast) April 24th, 2013
Session 4: August 9th, 2013
On-site Logistics
Location Chicago, IL
(easy airport access)
8:00am Breakfast
8:30am Session Begins
5:00pm Session Ends

 
Session is Currently In Progress: No Longer Accepting Registrations

Testimonials Year 2
Making a living is one thing we all need to do, but having real impact and significance drives a much bigger conversation...

The 401k Coach Program Year 2 is focused on a Bigger Future for you and your business. It's about creating greater success, satisfaction and significance beyond what you even imagined possible.

Having accomplished the basics in your business processes during Year One,  you are now ready to focus on bigger questions:

What will the future for you and your business look like in 10 years?
What will our industry look like in 10 years?
How can you position your company to take advantage of the future today?
How can you create a "monopoly" for your value and services?

Year 2 Curriculum:

  • The $7 for $1 Solution: A methodology for acquiring $7 of ancillary business revenue for every $1 of existing retirement revenue
  • The "Maggie Factor": Your bigger future support system that enhances your impact with clients and provides you with more free time
  • The Paychecks for Life System®: capture the roll-in and roll-out business while helping participants acheive successful retirement outcomes
  • Building up your Consultive Fee Revenue
  • Expanding your Entrepreneurial Wisdom with new technology, tools and marketing ideas