Imagine a revolutionary system that simultaneously enhances business development and increases client retention; a process designed to reduce the time you spend acquiring business and at the same time improve your closure rate. Sound improbable? 

If you’re looking to take advantage of the unique opportunities presented by coming changes in the retirement plan arena, you may be an ideal candidate for The Advisor Lab. After attending our 401k Advisor University and implementing our 401k Blueprint, you will be able to locate, analyze, transfer and retain retirement plan business.

About The Advisor Lab
The Lab offers state-of-the-art web based tools, business development strategies and practice management consulting for financial advisors. The Lab’s solutions are offered to financial advisors via enterprise agreements with broker/dealers, third party managers, investment advisors and retirement plan providers.

401(k) Advisor | Training, Tools and Support
Designed by a team of experts (including experienced 401(k)/retirement plan sales professionals and ERISA attorneys) to be easily implemented and followed by experienced financial advisors regardless of their level of exposure to the retirement plan/401k market, our program is comprised of 3 components:

401k Advisor University
A core curriculum designed to train advisors to be highly proficient in utilizing the 401k Toolkit and 401k Blueprint.  Graduates are immediately able to integrate a results-driven, repeatable process in their existing practice growth model.

The 401k Blueprint
A clear, concise, 6-step sales process designed to systematize new retirement plan business acquisition, improve close rates and client retention.

The 401k Toolkit
The 401k Toolkit is a state-of-the-art, web-based analysis and proposal tool suite to assist advisors in attracting and retaining retirement plan clients.  

Find out more about The Advisor Lab
Attend our virtual open-house at The Advisor Lab here.