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Strategic: 401(k) Sales Champion
Book
KnowHow 401(k) is pleased to announce
the publishing of the second edition of 401(k) Sales Champion,
A Guide For Financial Advisors To Acquire And Retain 401(k)
Plans.
We combined the best of the original resource, updated it
with our current experiences and improved it with the following
enhancements:
- The "Tsunamis" Of Change
- Enhanced Business Plan Development
- Production Analysis Worksheet
- Strategic Partnership Agreement
- Working With A Consultant
- Updated Acquisition and Retention
Ideas
- Enhanced Website Resource Section
- Usability and Appearance
In the second edition of 401(k) Sales Champion you'll
receive over 100 of your questions answered and in excess
of 50 actionable ideas to enhance your ability to acquire
and retain
401(k) plans. 401(k) Sales Champion provides a strategic
discussion on achieving success in 401(k) sales.
From prospect identification to ongoing
service, the book
401(k) Sales Champion empowers financial advisors
to acquire, retain and receive the many rewards of the perfect
business - servicing 401(k) plans. Chris Barlow and Steve
Wilt deliver in
401(k) Sales Champion sales strategies which are direct
and honest; the result of living the 401(k) Sales Champion
7-step Process.
401(k) Sales Champion: A guide
for financial advisors to acquire and retain 401(k) plans
is the first book of its kind prepared by financial advisors
who share their strategies to acquire and retain 401(k) plans.
401(k) Sales Champion is the only information
resource that offers the proven 401(k) Sales Champion
7-Step Process designed to help financial advisors to
become the ultimate 401(k) competitors. The book has been
designed to be a long-term resource for you, which you'll
refer to again and again as your 401(k) business grows.
The 401(k) Sales Champion
7-Step Process:
Your path to follow to maximize your
benefits of building the PERFECT BUSINESS - Servicing 401(k)
Plans!
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Preparation:
Enhancing Your 401(k) Knowledge |
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Planning:
Increasing Your Probability Of Success |
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Prospecting:
Determining With Whom You Want To Do Business |
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Profiling:
Discovering What You Need To Know In Order To Win The
401(k) Plan |
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Presenting
Solutions: Effectively Communicating Your Value |
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Implementation
Service: Positively Beginning The Relationship |
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Ongoing
Service: Retaining The Relationship |

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