Our first goal is bolting-on processes to get to a million dollar 401\(k\) business with 50-70 clients, then build from there…

You understand over the next 12 months, together we’ll makeover 3 Key Areas, called The 401\(k\) Advisor Playbook System™, likely in this order:

[ol:1][li]My Outreach to Prospects: The world is mine when I can generate consistent leads.  I’ll be able to set my own prices and sell with far less convincing, drastically shorten my sales cycle and stack recurring revenue.[li]My Nurturing Prospects: Businesses without a nurturing strategy and system that delivers value grind and grind and grind an arms-reach away from 2-3x their current revenue.  Advisors find this is the heart of their business.[li]My Sales Presentation: Businesses without a unique way to present services get caught in the “look-a-like” trap often requiring a fee reduction to win business.   

Together we’ll not only install these 3 areas, we’ll also get them “working” using our bi-weekly calls over the next 12 months.