Over 60 million Baby Boomers with TRILLIONS in retirement dollars are retiring NOW. Unfortunately for advisors, firms such as Fidelity and Vanguard who custody assets for a large portion of these Boomers retain up to 85% of the plan assets as these participants reach retirement.
Having worked as a Financial Advisor, then for years as your adversary at Fidelity, I was trained to make sure that assets did not leave the firm upon a plan participant's retirement! I have created Rollover Coach....a comprehensive training product designed to help advisors attract and convert rollover business.
Here are just a few of the juiciest secrets I revealed in the course:
- Learn why 401k recordkeepers and NOT other advisors are your biggest competitors in the rollover space
- Learn How no-load recordkeepers sell their services and play keep away from other firms (They retain as high as 80% of assets when clients leave)
- Advanced rollover strategies you will NEVER learn from your back office or wholesalers
- Discover how rollovers are processed. Many advisors are completely in the dark here. If you have ever told a client "Call your company to get the rollover paperwork" you are screwing up royally. We will show you why
- Special tax treatments you must know cold
- Strategies on working with clients' pre-59 ½. Learn several ways clients can access 401k money before 59 ½ WITHOUT rule 72T
- Learn how you can rollover 401k assets from clients who have not left their company yet. We will teach you who you can target and why
- The single most powerful question you can ask a prospect to encourage them to seek financial advice. I tested this over 1000 times
- Discover the 2 sales which must be made before your prospect will rollover their money to you
- Learn what information you should be tracking from companies in your area. You need to know pitfalls of the major employers in your area. We will teach you need to track to boost your rollover sales
- 3 minute rollovers – Learn how to process some rollovers in as little as 3 minutes so the check can be processed ASAP
- The 5 biggest mistakes I have seen advisors make that have cost dearly
Rollover Coach is a comprehensive system which includes a 3 hour rollover coaching session delivered on 3 Audio CD's. You will also receive a 56 page transcription of the seminar delivered in a 3 ring binder.
Bonus Gift #1 I created a tracking sheet for you to monitor the retirement plans of the larger employers in your area.
Bonus Gift #2 A rollover fact finder to use with your rollover prospects. This form organizes the key information you need to ask and uncover about their retirement plans.
Bonus #3 A 15 Day Direct Mail Postcard marketing program used to general interest in a variety of financial products.
Bonus #4 A marketing kit for fee-based advisors that you can send out to referrals or prospects
Bonus #5 A Marketing program for managed timber
Bonus #6 An Ebook on how advisors can use search engines to get their practice more visibility
The Audio CD's can be played on your computer, in your car, or can be loaded onto an IPOD. I chose to package Rollover Coach in a 3-Ring Binder and ship it as a hard product because its meant to be a reference manual that you can put your arms around and refer to over and over.