Transamerica Launches 401(k) Business-Building Workshop for Advisers

This CD workshop, “401(k) Business Building Workshop for Financial Advisors,” provides advisers with tools or solutions that can be immediately implemented into their business development efforts and help them take advantage of the opportunities available in the 401(k) plan market, according to a Transamerica press release.

“Having worked with some of the retirement industry’s most successful financial advisers, Transamerica has a deep understanding of how beneficial a well-structured 401(k) plan practice can be for all involved,” said Stig Nybo, president of Transamerica Retirement Services, in the release. “The 401(k) Business Building Workshop gives advisers access to this knowledge so that they can take advantage of the tremendous opportunities to expand their business.”

The hour-long audio workshop is divided into seven topics to help advisers understand the opportunities in the 401(k) market and walk them through strategies that they can immediately use to successfully build their business, the company said. The workshop topics include:

1. Why sell a 401(k)?
2. Define your 401(k) value proposition.
3. Identify your target prospect and learn where to find them.
4. Learn creative prospecting and prospect tracking.
5. Plan your approach.
6. Effectively communicate your value and follow-up.
7. Our coaching and accountability.