Partner. An exclusive offer from Markley Actuarial to help you grow your 401(k) business

Transcription

1 Partner An exclusive offer from Markley Actuarial to help you grow your 401(k) business LAUNCH GROW EXPAND

2 After an extensive search, Markley Actuarial has purchased an exclusive license to a web-based video training program developed to help you grow your 401(k) business. The 401(k) Sales Champion Workshop, developed by Chris Barlow, author of the book 401(k) Sales Champion, shares the philosophy, ideas, tools and methods developed over more than 30 years of selling and servicing retirement plans. Advisors have used this efficient and repeatable process to generate over $20B in qualified plan business. A proven system that works. We want to partner with you in significant and meaningful ways. Our goal is to bring reliable information, real-world experience, new ideas, successful strategies and solid support to your business. Markley Actuarial is proud to offer you The 401(k) Sales Champion Workshop. Your Sales Team: A Solid Foundation (for advisors new to the 401(k) market) 30 years of knowledge, tools and processes at your fingertips. Knowledge Is This The Right Business For Me? Market Perspective Planning & Prospecting Profiling Aspects of Service Model Tools 14 Online Video Segments Profiling Menu Words, Scripts, Questions 26 etools Coaching Support * Personal Business Plan * Coach Button for ing questions Let s discuss how we can grow your 401(k) business together. L AUNCHING GROWING John Markley Lisa Showalter Gina Teaman (717) (717) (717) (800) (800) (800) JohnMarkley@MarkleyActuarial.com LisaShowalter@MarkleyActuarial.com GinaTeaman@MarkleyActuarial.com You may realize plan decision makers know more about 401(k) services than you do.

3 We have recently implemented use of the 401(k) Sales Champion as part of our new Advisor training program. They have gained both knowledge and confidence through this program and closed the sales to prove it. Ron and his TPA firm complete the basis upon which we are building lasting client relationships. Your Roadmap (for advisors write 2-5 plans per year) All the strategies and tools you need right at your fingertips and in one place. Strategies Tools Video instruction on: Monitor Prospecting Activity * Prospecting Production Analysis Manager (PAM) * Sales Presentations Personal Coach * Service Model 24/7 Web Access Let s discuss your goals for your 401(k) business. GROWING -Manager, Broker Dealer First-time buyers are cost-conscious, second-time buyers are competency conscious.

4 As a seasoned, personal financial planner looking to expand my practice, this program has given me a definitive track upon which to build my 401(k) Retirement Plan Practice. When I meet with clients, I am confident in my ability to provide them with answers and alternatives designed to meet their needs. -Independent Financial Advisor Coaching & Training Your Team (for 401(k) Sales Champions) A comprehensive tool to develop and train your team. Training Video Instruction 7-Step Process Assign Team Members Homework Sales Team Administrative Team Topics Plan Operations Plan Investments Plan Service Prospecting & Qualifying Sales Presentations Let s discuss your goals for your team. In theory, there is no difference between theory and practice. In practice there is. -Yogi Berra

5 Results. Turning a prospect into a client is all about preparation. Markley Actuarial partners with me in the prep, client presentation and on-boarding. Thanks, Markley Actuarial, for helping me grow my business! - Financial Advisor The 401(k) Sales Champion Workshop, developed by Chris Barlow, shares the philosophy, ideas, tools and methods developed over 30 years of selling and servicing retirement plans. Advisors have used this repeatable process to generate over $20B in qualified plan business. A system that works. What s your goal? Launching - Helping advisors understand and build a 401(k) book of business. Growing - Becoming Proactive Have existing 401(k) clients, want to prospect and grow 401(k) business. Team Building - Helping advisors develop and train their team members. Markley Actuarial is proud to offer you The 401(k) Sales Champion Workshop. MarkleyActuarial.com (717)