- Learn proven 401(k) rollover strategies that effectively target baby boomers
- Gather MORE assets under management with 401(k) Takeovers
- Discover the SIX KEY 401(k) QUESTIONS every advisor must know for evaluating plans
- Discover the 401(k) Solution - A full-service platform that does all the plan takeover and implementation legwork for you. Includes a comprehensive prospecting and appointment program. We help you guide your cases every step of the way.
Plus, Learn the Secrets of the Top Experts in the field:
At this year’s Academy, December 9 – 12, you will hear from Sarano Kelley, author of the book, "The Game - Win Your Life in 90 Days." Sarano was co-head of training for the elite “high net worth” producers at Kidder Peabody and went on to become VP of Professional and Management Development for leading producers and for the CEO of Paine Webber.
Plus hear from Jim Marx, National Sales Director, Professional Capital Services, LLC; Scott Brooks, President and Owner, Rollovercoach.com; and the new Chief Investment Officer for Gradient Investments, LLC, Wayne Schmidt.
Complete the form to see if you QUALIFY for the academy and to receive our COMPLIMENTARY 401(k) Rollover Kit.


