Increase referrals with the 401(k) Sales Champion Workshop© - offered exclusively through NIPA
NIPA is pleased to expand its TPA
Business Owner Resources by offering exclusive access to the 401(k) Sales Champion Workshop©, an online, 401(k) sales and service training
program that will allow your company to grow referrals and improve client
services by providing financial advisers with valuable professional
development.
Click here to download the 401(k) Sales Champion Workshop© Webcast.
Purchasing a license for the
401(k) Sales Champion Workshop© includes:
- Exclusive or select
geographic territory, allowing for unlimited access to the workshop for
financial advisers during the license period
- Access to 14 video segments that describe a 7-step process
financial advisers can follow to optimize their 401(k) sales opportunity
- A variety of E-Tools to aid financial advisers in improving their
401(k) sales and service efforts
- Custom 401(k) Sales Champion Workshop©
home page that prominently displays your company logo and messaging to
financial advisers and sales partners
- Ongoing
support by KnowHow 401(k), including one-on-one
business plan development, group webcast or conference calls
-
A custom group summary presentation of the 401(k) Sales Champion
Workshop© for branch office/group meeting use
- Contact Your Coach button that connects financial advisers with their
sponsoring TPA and KnowHow 401(k) when they have a question or a comment
-
100
custom copies of the 401(k) Sales Champion Workshop© Profiling Menu
-
Activity report downloads to measure each financial
adviser’s usage and opportunities for partnering
-
Annual updates to content, usability
and technology
This exclusive program is
only available through NIPA! NIPA members can purchase an exclusive
territorial license for a $500 discount, equal to your NIPA Business Owner
membership dues.
Don’t
wait – only a limited number of licenses are available!
Download the 401(k) Sales Champion Workshop© flyer for more information.
For a workshop
demonstration, pricing and additional information contact Chris Barlow of
KnowHow 401(k) at cbarlow@knowhow401k.com
or 937.264.9620.
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