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"We are what we
repeatedly do.
Excellence, then,
is not an act,
but a habit."
- Aristotle
"Since joining The 401k Coach Program in 2007, we've had an average annual gowth in our 401(k) business of over 40% and we ended 2010 with quite a few prospective plans in the pipeline."
~ J. Barnes, 401k Coach® Member
The 401k Coach Program Year 2

Year 2 Progam

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