Webinars With Industry Experts

Conducting 401k Vendor Searches For Small Plan Sponsors

Plans with $5 million to $20 million—a market that is not well served by large vendors—is a fertile territory for independent advisors. But you must develop a process-driven approach to work with them and focus on key aspects of your relationship with them.

Utilizing a process-driven approach to helping small-plan sponsors conduct 401(k) vendor searches opens the way to working with new 401(k) sponsors, helps sponsors get better pricing from vendors, and ensures you are providing ongoing value.

At this webinar, you’ll learn how to:

  • conduct a repeatable RFP process
  • ensure sponsors fulfill their fiduciary responsibilities
  • provide the right tools and resources to support your process
  • capture more rollover and roll-in assets
  • increase employee participation so they achieve successful retirement outcomes

Speaker Charles Epstein, CLU, ChFC, AIF®, is founder of The 401k Coach Program®, a training program for advisors, their staff, Third Party Administrators, and wholesalers. One of 401kWire's "Most Influential People in the 401(k) Industry" for four years running, Epstein has over 25 years of financial services experience. He is a founding partner of Benefits Consulting Group (a top-producing regional TPA) and owner of Epstein Financial Group.

Epstein discussed 401(k) opportunities for advisors in his first appearance at the Financial Advisor Webinar Series on February 26. This webinar will expand on the first session and provide clear-cut steps for growing your 401(k) business. To view a replay of the February 26 webinar (which is eligible for CE credit), click here.

 

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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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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