New Tool For Advisors

SRC Now Offering Access to the 401(k) Sales Champion Workshop

I honestly strive to be a resource for financial professionals, and I’m constantly searching for tools to make their busy lives easier. For many, learning and growing their client list are top priorities. I recently learned of a program called the 401(k) Sales Champion Workshop that I believe will be a valuable resource for many of you.

What Is the 401(k) Sales Champion Workshop?

The 401(k) Sales Champion Workshop is an online 401(k) sales and service professional development tool designed specifically for advisors. The workshop discusses best practices to grow and improve your 401(k) business and covers 109 topics through 36 short video segments. The topics are supported by 30 e­tools that are geared toward helping you along your sales journey from initial contact to ongoing service.

If you’re anything like me, you have the attention span of a golden retriever. That’s one of the reasons I like this program. The video tutorials are short and to the point, which allows you to quickly gain a few important notes and then put them into action.

As part of the program, you will also have access to time­saving templates, profiling questions, voice­mail and e­mail messages, and statements to overcome objections so you can dive deeper and build your 401(k) business.

There’s even a sophisticated calculator called Production Analysis Manager (PAM) that projects your net compensation building and managing a group retirement plan business.

How Do I Access the Workshop?

It’s easy. First, contact us to receive your login credentials. Once you’ve received those, you can access the workshop content at any time from any device.

What About the Cost?

Not a penny. I’m footing the bill for this one because I truly want to be a resource for you. I want to give back to the community that’s been so kind to me. I want you to be able to grow your business and provide excellent service to your clients. Call me crazy, but I believe if Americans have access to knowledgable, friendly and trustworthy financial advisors who understand how to help them prepare for retirement, they’ll get on board and start saving. Retirement crisis averted… or at least improved.

A Little About the Workshop’s Creator…

The 401(k) Sales Champion Workshop is based on the personal sales and coaching experiences of Chris Barlow, founder and managing director of KnowHow 401(k). Chris has been active in the group retirement plan marketplace for over 30 years working as an advisor, sales trainer, wholesaler, national sales manager and strategic director for some of the top companies in financial services.

Everyone at Stones River Consulting is excited about the launch of this workshop and we want it to be a huge hit, so shoot me an e­mail for your login credentials, check it out, and let me know what you think.

Remember it’ retirement we’re talking about. The more you know and understand, the better off you will be.

Best Regards,