Prospecting & Profiling, Advance Along Your Journey
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 webinar on August 25, 2011 at 4:00 p.m. EDT:
Prospecting & Profiling, Advance Along Your Journey.
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.
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 has just been released!
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.