KnowHow 401(k) was created to empower Advisors who serve the group retirement plan marketplace. Since 2000, we have developed specialized training and tools that allow Advisors to launch, grow and improve their business, producing successful retirement plan outcomes for their employer and employee clients.
And we make sure Advisors control their business, so they can optimize it as they see fit.
Chris Barlow, our Founder and Managing Director, has been active in the group retirement plan marketplace for over 30 years. He has worked as an Advisor, Sales Trainer, Wholesaler, National Sales Manager and Strategic Director for some of the top companies in financial services. He knows the business, from all perspectives.
Chris began developing his sales training discipline in 1988, training Merril Lynch Advisors at the coporate campus in Princeton, NJ. He is an experienced sales expert who works either one-on-one with Advisors or with groups, communicating a proven process for 401(k) and other group retirement plan sales success.
KnowHow 401(k) has programs for Advisors, TPAs, Program Providers, DCIO firms or Broker Dealers. Click through the group you represent to see how we can assist with achieving your group retirement plan sales goal.