401(k) Resources for You
Introducing 401(k) Sales Champion
A complete sales development program for Advisors that want to launch, grow and improve their 401(k) business.
401(k) Sales Champion
To Acquire & Retain Your 401(k) Plans
We are pleased to provide a complete listing of all of the topics and E-Tools within the 36 videos of the online 401(k) Sales Champion Workshop. The 401(k) Sales Champion Workshop discusses best practices to grow and improve your 401(k) business covering 109 topics via 36 video segments, supported by 30 E- Tools all catalogued within a 7 step process to acquire and retain your plans. The 401(k) Sales Champion Workshop is the online, anytime, on any device 401(k) sales and service training professional development experience for Advisors.
This Workshop Will Help You Get Where You Want to Be.
As retirement plan advisors, plan sponsors depend on you to provide them with the tools, resources and information they need to help them prepare their company’s employees for retirement. If you want to be a valuable resource for your clients, you need access to the most current information and proven tactics.
To optimize your opportunity to assist employers and their employees,TriStar Pension Consulting is proud to be your provider for the 401(k) Sales Champion Workshop.
Based on the personal sales and coaching experiences of Chris Barlow, the founder and managing director of KnowHow 401(k), the 401(k) Sales Champion Workshop covers more than 100 topics that will help you achieve your growth goals.
The 401(k) Sales Champion Workshop features 36 video segments that deliver expert advice and industry insight. Supported by 30 e-tools, catalogued within a 7-step process, you’ll receive ample support designed to maximize your overall experience. And you’ll have access to your TriStar team every step of the way.
Furthermore, to help you become more comfortable with 401(k) plan design and compliance requirements, KnowHow 401(k) has partnered with the National Association of Pension Administrators to provide you with content from their Fundamentals of Qualified Retirement Plans course, which can be found in step one of the Sales Champion Workshop.
401kGrabNGo Is the 401(k) Business Building Information Advisors Need When They Need It.
To help you land that 401(k) Proposal
The 401kGrabNGo program has been built to support the 401(k) business development of Advisors that react to 401(k) opportunities
The 401kGrabNGo program has been built to support the 401(k) business development of Advisors that react to 401(k) opportunities, with the respect of knowing that 401(k) isn't the largest contributor to their revenue, but they want to be as effective as a proactive Advisor.
401kGrabNGo modules are quick solutions for an Advisor to process an opportunity, create opportunities, qualify opportunities, prepare a winning sales presentation and service their 401(k) plans. Brief videos by 401(k) business building expert Chris Barlow will review each solution and tools Advisors use to build their business. 401kGrabNGo is a library of over 150 one minute videos providing insight and best practices with 19 E-Tools Advisors use to acquire and retain their 401(k) plans
Advisor Actions on 401kGrabNGo
You Have an Opportunity
Existing Plan Questions
New Plan Questions
Broker of Record
Who Are Your Prospects
Track Prospect Progress
The 401(k) Prospecting System
Qualify an Opportunity
Discovery Meeting Objectives
Your Positioning Presentation
Discovery Meeting Questions
Broker of Record
Prepare a Winning Sales Presentation
Sales Presentation Organizer (SPO)
Deliver Service Activities
Build Your Service Model
First Year Service: New Plan
First Year Service: Existing Plan