Mutual of Omaha Teams Up With the 401k Coach

“Coach” Epstein and Mutual of Omaha said in a news release that they’ve designed a year-long program for advisers which will give them the “clarity, confidence, and capabilities” they need to build and grow a practice.   

The program begins with an intensive, full-day “boot camp” training experience, which consists of the following parts:

• The Impact Formula – a way to move beyond your “value proposition” and show clients how you plan to measure success.
• Pre-Call Reconnaissance: The 5500 and Beyond – preparation tips before that first meeting with a prospective client.
• Command and Control: Conducting Extraordinary Meetings – the “Coach” will demonstrate various scenarios and case studies that will increase your closing ratio.
• The Positioning Marketing System – tools to develop a consistent marketing message.
• 12 Critical Actions for Increased 401(k) Sales and Plan Servicing Success – self-assessment tool for eliminating pitfalls and focusing on your best opportunities.
• Action Hour – creating a successful action plan and a system for communicating, documenting, and monitoring your team’s progress and success.

After the boot camp, attendees have access to a 12-month educational program that includes e-newsletters, webinars, and resources and tools from The 401k Coach Program.  They’ll also have ongoing access to member-only online resources as well as support and consultation from Mutual of Omaha and The 401k Coach team.

The first boot camp was held in Lansing, Michigan on September 23^rd.  Five additional boot camps are scheduled for:

• Pittsburgh, October 14^th  
• Orlando, October 28^th  
• Minneapolis, November 4^th  
• Kansas City, November 11^th  
• Dallas, December 9^th