Webinars With Industry Experts

New Opportunities For Advisors In 401ks

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.

Questions?

How and why does the Advisor Products system work?

In today’s times, when consumers have become more demanding and tech-savvy, financial advisors must use content marketing to attract, inspire, engage, and convert their prospective customers.

A good content strategy is focused on developing and distributing consistent, valuable content to engage and retain prospective customers and target audience, via your website. Our content library provides financial advisors with fresh, high-quality financial content that is updated regularly, improving SEO along the way. And our automated e-newsletter and social media tools allow advisors to reach out to clients and prospects in an easy-to-use manner, providing frequent touch points for optimal brand building.

  • Differentiate you from competitors
  • Expose clients and prospects to your brand message more frequently
  • Build an ongoing relationship with customers
  • Increase your follows and fans on social media
  • Drive more prospects to your website
  • Help convert prospects into leads
  • Increase number of pages indexed in Google
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Seeing is Believing.

See how easy it is to get started with our all-in-one digital marketing platform that drives leads, encourages referrals and increases client engagement.

 

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