We believe that professional, well-informed Advisors are the best feature of any 401(k) plan. We support you and your pursuit of 401(k) and other group retirement plans because we know the positive impact a good Advisor can have upon the plan sponsor and plan participants. You assist all parties to achieve their goals.
Three Outcomes For Advisors Working With KnowHow 401(k)
Advisors At All Stages Of Their Career Benefit From KnowHow 401(k)
The 401(k) Sales Champion Workshop© is the online, anytime, on any device 401(k) sales and service professional development experience for Advisors. The workshop reviews 109 topics via 36 online videos with 30 E-Tools all within a 7-Step process Advisors can follow to inspire and show them how to optimize their 401(k) sales opportunities. Included in the online workshop is the Profiling Menu. The Profiling Menu lists a sampling of the openers, profiling questions, voice mail messages and statements to overcome objections Advisors can use when building their 401(k) business. When they have a question or comment simply hit the Contact Your Coach button to be connected with Chris Barlow. The workshop tells the story of how Chris and thousands of Advisors he has worked with over the past decades have built their 401(k) business.
Click below to see the Introduction video for the 401(k) Sales Champion Workshop®
PAM is introduced in Step #2 Planning. It verifies you have defined the tasks necessary for success and that you are taking the steps to complete them. PAM is an online worksheet that allows you to make adjustments as needed. When complete, copy and paste your PAM worksheet into your business plan. It’s a great motivator.
LOS ANGELES, CA
LOS ANGELES, CA