Program Overview
Pre-Boot Camp: Enlisting
Prior to the The 401k Coach Boot Camp you will be provided with enlistment documents. This allows the coaching team to review your status and tailor our curriculum to meet your needs and goals.
During Boot Camp: Tactical Training
Charlie Epstein and The 401k Coach team provide a powerful educational experience that will change the way you do business. You will be engaged in group discussions, hands-on modules, valuable networking opportunities and equipped with effective tools and deliverables. This unique coaching experience includes:
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The Impact Formula™
Today everyone has a "value proposition" but do you have an Impact Formula? Can you articulate and quantify how you and your organization create a successful plan sponsor experience and participant retirement success? Strip off your sales clothes, pack up your consultative gear and learn how to impact retirement plan success and command greater compensation for your value.
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Pre-Call Reconnaissance: The 5500 and Beyond
Getting the appointment isn’t good enough! How often do you "wing" the first meeting, flying by the seat of your pants, hoping to close the deal on sheer adrenalin? You must command the plan sponsor’s attention and respect from the first meeting with your knowledge and expertise of their plans greatest pitfalls and your ability to “impact” their success. This is critical for driving a wedge between the incumbent advisor and current platform. Start viewing the 5500 as the "EKG" of a retirement plan; a strategic marketing tool for more than just uncovering plan assets. You will receive a complimentary 5500 and Beyond Training Manual with audio CD to immediately boost your sales.
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Command and Control: Conducting Extraordinary Meetings
Conducting extraordinary meetings takes preparation, skillful execution, knowing how to ask the right questions at the right time and when to close the deal. Fall in line and follow The 401k Coach as he demonstrates various scenarios and case studies that will increase your closing ratio. Learn how to create an instantaneous relationship with a plan sponsor so you can provide them with greater clarity, confidence and the capabilities they need to create successful retirement outcomes.
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The Positioning Marketing System™
Discover how to create a repeatable system of success! This educational session will give you the tools to develop a consistent marketing message, create "top of mind" awareness in your market, and utilize all five approaches to marketing that will grow your sales exponentially.
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12 Critical Actions for Increased 401(k) Sales and Plan Servicing Success
Use this powerful self-assessment tool for eliminating your greatest dangers, focusing on your best opportunities, and enhancing the strengths of your business and organization to achieve greater success.
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Action Hour
Great forces succeed with superior execution. Executing what you have learned requires creating a successful action plan and a system for communicating, documenting and monitoring your team’s progress and success.
Post-Boot Camp: 12 Month Tour of Duty
The 401k Coach team – including The 401k Coach, your wholesaler and Mutual of Omaha – will continue to provide you with ongoing training after you graduate from The 401k Coach Boot Camp. Over the next 12 months you will receive:
- One-on-one support from your wholesaler to help you successfully apply the skills learned in Boot Camp
- Monthly e-mails to keep you on track to successfully execute the 12 Critical Actions
- Quarterly webinars provide you with actionable ideas and ongoing coaching
- Telephone support from The 401k Coach to provide advice on sales coaching, case preparation and business development
