Charlie Epstein: Named One of 401kWire’s Most Influential People In the 401(k) Industry Four Years In A Row

Charlie Epstein

Founder, The 401k Coach

“Wears at least three retirement industry hats. … But it is Epstein’s third hat, the 401k Coach program, that makes him practically unique in the industry and makes him a staple at industry conferences. Epstein trains advisors, TPAs and wholesalers on the ins and outs of dealing successfully with plan sponsors and meeting participants’ needs. He teaches sales strategies, presentation techniques and much more. … Watch for more and more advisors to turn to Epstein.”

“As more providers take advisors seriously and more plan sponsors demand sophistication from their plan consultants, it's not surprising that the advisors in the business, young and old, are looking for ways to set themselves apart from the pack. In such an environment, respected educators thrive, so it's no wonder that Charlie Epstein continues to be a well known face in the 401(k) industry.”

“Epstein and his team have trained over 1000 advisors over the past seven years, imparting wisdom on sales, marketing, compliance and more through their training program for the ‘intelligent 21st century 401(k) advisor.’ We're still on the upward slope of advisors' importance in the 401(k) industry, so expect Epstein and others like him to continue to win converts.