New Opportunities For Advisors In 401ks

New Opportunities For Advisors In 401ks
Charles Epstein
02/26/10 4 PM EST
IWI
4.9
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401(k) plans are under fire and plan sponsors need help. Advisors with the 401(k) expertise to help plan sponsors meet their fiduciary responsibilities and help participants save and invest better will have a bright future.

At this webinar, you’ll learn:

  • How to develop a repeatable system for building your 401(k) business
  • How to differentiate yourself
  • Steps to take now
  • Creating value versus selling products

Speaker Charles Epstein, CLU ChFC, AIF®, is founder of The 401k Coach Program, a year-long training program for advisors and their staff. One of 401kWire's "Most Influential People in the 401(k) Industry,” Epstein has over 25 years of experience in financial services. He is a founding partner of Benefits Consulting Group (a top-producing regional third-party administrator) and the principal of Epstein Financial Group. With a sincere commitment to the success of Family-Owned Businesses in New England, he also founded the UMASS Family Business Center in 1992, at The University of Massachusetts, Amherst. He has been the Advisory Board Chair of the Center since its inception.

 

This webinar is approved by IMCA CE credit.


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4.9  (88)
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(Updated: February 25, 2010)
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(Updated: February 25, 2010)
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(Updated: February 25, 2010)
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4.0

Very good overview of the 401k market for advisors. I like it when speaker provides resources like he did. Would like to see more on how to market services to companies.

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(Updated: February 25, 2010)
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more events with Mr Epstein

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