ExpertPlan is sponsoring a series of webinars with Chris to help you optimize your 401(k) business. Chris has served the 401(k) marketplace for nearly 30 years and is founder and Managing Director of KnowHow 401(k), a consulting firm that provides Financial Advisors with sales and service support products designed to maximize their potential in building their 401(k) business. He is co-author of two books, 401(k) Sales Champion and How To Build A Successful 401(k) and Retirement Plan Advisory Business and is the developer of the 401(k) Sales Champion Workshop.
Throughout his career Chris has participated in the immense growth in 401(k) plan sales, especially among small and medium sized companies. Chris Barlow has served as a Financial Advisor, Sales Trainer, Wholesaler, National Sales Manager and Strategic Director for top 401(k) providers. He participated in the development and served as judge for the Plan Sponsor Retirement Plan Adviser of the Year Award.
Chris will be delivering the following webinars on the respective dates listed:
This presentation introduces information to prepare Financial Advisors to successfully acquire and retain 401(k) retirement plans by developing their business plan. Defining their value proposition, goals, activities and monitoring strategy are primary topics discussed.
This presentation discusses various 401(k) retirement plan prospecting strategies and profiling approaches. The presentation evolves the thought that effective prospecting facilitates profiling and complete profiling enhances the success of sales presentations. The 401(k) Sales Champion Workshop Profiling Menu is introduced.
This presentation discusses the organization and delivery of effective sales presentations and a 401(k) service model. Defining and delivering meaningful service strategies will enhance the Financial Advisors retention of plan assets and expand the relationships they have with their plan sponsor and plan participant clients.
Please register now for our July 14th event: Business Plan Development, Preparing For Your Journey. We are also pleased to announce that we will be giving away at random 10 copies of The 401(k) Sales Champion 3rd edition, which is just being released this month.
Learn more about how ExpertPlan can help your clients with their retirement plan needs - from recordkeeping and administration to plan design and consulting. Visit us today at www.expertplan.com or contact an internal sales associate to generate a proposal 1-866-929-2525.