More than 550 Advisors have participated in The 401k Coach^® Program. Members and graduates of The 401k Coach^® Program return to their business from 401k Coach^® sessions with ideas and processes they can put to immediate use to grow their practice and efficiently manage the responsibilities of being an entrepreneur in the retirement plan industry.

The 401k Coach^® Program is rapidly influencing the direction of the 401(k) industry by developing intelligent 401(k) 21st Century advisors who return to their practices better prepared to meet the fiduciary needs of plan sponsors and increase the opportunities plan participants have for achieving successful retirement outcomes.

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

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.

Charlie Epstein and Lynne Peluso challenge you to rethink your approach to managing your staff. Lynne and Charlie, who have a combined 35 years experience in managing multimillion dollar organizations, share successful tools and strategies you can apply immediately to challenge your staff to think and act in an entrepreneurial fashion.

This session focuses on increasing team focus and alignment, encouraging self-motivation and ultimately relieve you, the owner, from micro-managing your staff so you can focus on what you do best — developing relationships and closing more business.

• How are your services and solutions unique?
• Are your services and solutions merely linked to the products you sell, do they truly create a unique, value-added experience for plan sponsors and participants?
• What unique process and proactive services are you providing and what predictable futures are you creating for plan sponsors and participants?
• Is the work you do distinct from the product you sell, or are you viewed as tethered to it?
• Can you charge separately for your services and solutions?

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

This engaging discussion gives you:

• The tools to create a consistent marketing message.
• The techniques for creating top-of-mind awareness in your market.
• An understanding of the five approaches to generating consistent retirement sales.
• Everything you need to know to go from being an order maker to an order taker.
• The confidence to act.

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.

In this session, we discuss these questions:

• How do you currently market your firm's services and what will you do next that's different?
• Do you have a capabilities brochure or manual that sets you apart from your competition?
• Do you have a capabilities brochure or manual geared toward the advisor network you rely on for business?
• How are you going to market to new advisors with whom you would like to do business?
• Do you have a retirement plan evaluator?
• Is it easy to work with your firm?
• Do you make it easy for advisors to bring you business?
• How do you separate yourself from the competition?

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. We address these questions:

• How are you communicating with advisors to ensure you are on the same page when working with their clients?
• Do you sit down with your advisors and walk through with them what they want to be included on, (e.g. loan problems, plan document amendments, service issues w/ their carrier, contribution problems, testing problems)?
• Do you work proactively to build confidence in your relationships with clients and advisors?
• Do you help advisors retain rollover business?
• Do you offer education services?
• Do you co-brand or co-market retirement plan services?
• Does your staff know who you are, what you do, and why you do what you do as a firm?
• Are you asking for referrals or working with referral sources such as accounting firms, P&C firms and law firms? Are they aware of who you are and what you do?

This discussion will demonstrate the objectives of creating an Exceptional Enrollment Meeting:

• Getting them excited about saving for retirement.
• Using charts and graphs.
• Knowing the purpose of delivering an enrollment meeting.
• Addressing the benefits of delivering the enrollment meeting yourself.
• How to maintain top-of-mind awareness with participants.
• How to outsource additional services for Plan Participants.
• Giving them the answer to the question they all have on their mind: What's in it for me?
• Getting and keeping plan participants engaged.
• Building Your Own 401(k) Retirement Business: Paychecks Factory demo.
• How to maximize the plan: The Maggie Factor and the $7 for $1 Solution.
• Economics 101: He or she who retires with the most shares wins.

This discussion will address these questions:

• How do you nurture these relationships?
• What steps can you take to formalize a strategic relationship and/or partnership?
• What type of revenue sharing arrangements are appropriate?
• What are the pitfalls and successes of these arrangements?

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.

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.

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.