Quarterly Webinar Replays
Part of your 12-month training program includes quarterly webinars hosted by The 401k Coach, Charlie Epstein. If you missed a recent webinar or would like to listen again, below are links to a replay. Your Mutual of Omaha/RMS Wholesaler can provide additional information about any of the topics.
Please note: You may be asked to register for access to the replay. If so, please enter your e-mail address, then select the webinar title again to begin the replay.
Enhancing Your Path to 401(k) Sales Success
In this webinar, Charlie describes the key pieces needed to create an advisor's "Success Formula Mindset," including:
- Tools, processes and systems that can help create a repeatable system of success for yourself, your plan sponsors and their participants
- What Mutual of Omaha provides that will help you meet your goals in the coming year
- What you can do to scale your business and differentiate yourself in the marketplace
Preparing for Your Annual Plan Review
Coach Epstein talks about:
- Articulating and documenting your success formula with plan sponsors
- How to make your system repeatable and scalable
- Leveraging the tools and services that are available
