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| Our Course Testimonials Get Free Training About Scott Contact Us | ||||
Why are Fidelity, Vanguard, and other 401k providers keeping up to 80% of the 401K rollovers away from financial advisors?
For five years, Scott Brooks worked behind the scenes at Fidelity touching a billion dollars of rollovers And now...after several years Scott secrets that advisors can use to attract millions in new 401k rollover business.
But why now?
From: Scott J. Brooks, MBA, CFP® Most veteran advisors I have coached tell me a very similar story." Scott, I am having to do much more to get the same results...I really need to do something since things are changing." Why is that?
More than ever it's important that you have a bullet proof strategy.. If you are ... (Check which one applies to you.) A Registed RepresentativeRegistered Investment Advisor Fee-Only Planner Insurance Agent
The largest Niche Market For Your Practice The largest opportunity for your practice is the 401K rollover market. Since most prospects hold a large bulk of their wealth inside 401K type plans, being able to capture that money is essential for advisor going after the mass-affluent individuals. ($250K to $2 mill net worth) Trillions of dollars will be moved the next few years when the baby boomers retire. Unfortunately, all of the no-loaders know you are coming for their money...and are doing everything in their power to keep your hands off it. If you could pick only one niche to master, the one with arguably the most potential to bring in new assets for advisors, then I would tell you without a doubt it’s the 401k rollover market. That’s because the baby boomers only retire once, and it’s much easier for you to acquire rollovers dollars before they are moved to an IRA account somewhere. This multi trillion dolllar market is waiting for you to attack it. Suppose you could pick the brain of somenoe who had worked deep inside Fidelity or Vanguard's 401K rollover divisions (They do control over 85%of the 401K money for Fortune 1000 employers). Better yet, this person also worked as an retail financial advisor so he knows exactly what you have been trained and what you are up against. Listen closely. You could meet with 1000 wholesalers, sales managers, and other veterans - but all the product knowledge in the world is not going to help if you dont know how the rollover game is really being played. You see the no-loaders control this market are doing everything possible to keep advisor away from their golden goose. As an advisor myself, I realize that information is only half the battle. The other half is being able to create leads, and get yourself in front of more opportunities. That is why we created a lead program and give you several ways to implement our strategies into your practice. Why there is a Scarcity of Good Rollover Strategies You would think that with with 60 million baby boomers approaching retirement, the mutual fund and insurance companies that attempt to "add value" to your practice would be chomping at the bit to help you attract rollover business. Unfortunately, even the largest financial firms provide very little/no training specific to attacking the 401k rollover market. Moreover, the training advisor do receive is put together by some back office "product manager" who very little hands on experience in rollover and is clueless as to what advisors really need to know.
Secrets of a 401K Rollover Specialist My name is Scott Brooks. I started my career in the financial industry in 1998 working with Edward Jones. Besides working with Edward Jones I have also worked with a bank broker-dealer as a financial advisor. Having given seminars, knocked on doors, cold called etc I have lived the life of an advisor and know exactly what you are up against. From 2000 to 2005 I worked at Fidelity Investments in a proactive rollover capacity. During my time at Fidelity I was able to work with 4000+ individuals retiring from Fortune 1000 companies and helped them make the best of their distribution options. Ever since that time I have wanted to help advisors like yourself benefit from my rollover knowledge. Fast forward to March 2007. I am having lunch with a wholesaler friend of mine who was approaching retirement. Over lunch I was able to help provide him with information that his veteran Merrill Lynch advisor did not provide his family.
This wholesaler said "Scott, I have been in industry for over 20 years but have never been exposed to the ideas you just shared with me. You should follow your wishes and help advisors with the rollover market. "
As a result of that lunch at Pappas Seafood, my rollover training was born.
The course is very well thought out and fantastic information "You really have incredible insights as how this industry works in terms of the 401k rollover market and what advisors are up against. Basically the stuff you don't learn from the wholesalers. The course is very well thought out and fantastic information. We are so excited we are creating a marketing plan around your course because we feel no one else has this information. We also feel the course will be extremely useful in working with those retiring. Also, we feel that we can now give our clients information that never before we could have given them. Basically we were able to become experts in short order." ~ Jay Weinstein - Financial Planner With 15+ years experience, Allegiance Financial Group Know your enemy is a strategy promoted by successful battlefield generals. "I have taken 3 IRA courses from the main IRA gurus around the country. Ed Slott, Barry Picker etc They provide a lot of technical information about IRA's, but your <<insider>> information has got to be priceless to anyone trying to figure out how to actually get started and succeed. Know your enemy is a strategy promoted by successful battlefield generals. Your course really points out the <<enemy>> we independents are up against and that can only improve out odds of succeeding. Thanks Scott." ~ Richard Curnow - Independent Advisor 401k Rollover Training - Taking Your Rollover Business To The Next Level Mastery Module 1: The No-Load Recordkeepers 
Mastery Module 2: Strategies On the Rollover Market 
Mastery Module 3: How to process rollovers faster with NO mistakes 
Mastery Module 4: Special tax treatments 
Mastery Module 5: Prospecting 
Mastery Module 6: The No-Load Call Centers AKA Rollover BLOCKERS 
Mastery Module 7: 30 Minute Marketing Session 
I have already received a 1248% return on my investment in the program "There are two ways of learning, your own experiences and the experiences of others. Scott reveals his knowledge he acquired from being on all sides of the rollover transaction in this excellent material. If you're in the financial services industry this is a must have. I just rolled over a 350k Franklin Templeton 401k and am now battling a no-load record keeper over a 600k 401k. Both are the result of the Rollover Coach program. I have already received a 1248% return on my investment in the program." ~ Jesse Black - SMS Independent Advisor
Practice Builder Tool #1 Become the local rollover expert
Practice Builder Tool #2 Fact Finder for rollover client meetings
Practice Builder Tool #3 An 8 Page "Free Report" for rollover prospects
Practice Builder Tool #4 The Rollover Coach Rolodex
Marketing Collection - Business Builder SeriesMarketing Module #1 Drip Marketing Lead Program 
Marketing Module #2 Financial Advisor Marketing Kit 
Marketing Module #3 Managed Timber Lead Generation Program 
Marketing Module #4 Turn the Web into an online salesperson for your practice 
From prospecting to questions you must ask, Scott covers the whole spectrum "What an education! This series is a must listen for anyone who is serious about cracking the 401k rolloer market. From prospecting to questions you must ask, Scott covers the whole spectrum! The section covering age 55 separation from service allowed me to teach our family financial advisor how to handle our personal rollover and saved us nearly $100k in unnecessary taxes. This information is past informative. It's actionable. Get it now!" ~ Charles E. White - Senior Regional Vice President - W&S Financial Group Distributors Your program helped me acquire a new rollover!
"Your rollover program has been very helpful to me. By listening to your program I was able to learn enough that a new physician client found it very impressive. Your program helped me acquire a small rollover but also opened up several million dollars of outside money. Thanks Scott." ~ Mr. Robert Toth. Tri-Star Financial
Real Life Implementation - PRICELESS - Phone Based Coaching with Scott
The information I learned thus far will help tremendously "I finished the course last week. When I opened your package I plugged in the first CD and followed along with the book. It was so interesting I went through 6 segments. I finished the rest of the segments in the following few days. Some of the information I was familiar with but the knowledge of how the wire houses and major investment companies and how they work was very enlightening. A few days ago I educated my client about how the investment companies try and hold on to their money. My client actually said <<well it's my money and I'll do what I want with it>>. The information I learned thus far will help tremendously. I will be going over the material again. Thanks for insight." ~ John J. IL How to Use Rollover Coach
Listen to the Lecture tracks when jogging, while in your car during a commute, on the subway or bus or plane. Pop the tracks onto your iPod or CD player and take them wherever you go. The marketing modules will be delivered via editable Microsoft Word documents. I would encourage you listen to my course several times. If you have a sales assistant or person under you, you will want them to listen to the CD's as well.
"If you have any interest in getting in on the potential windfall of rollover business, seriously consider making the rather small investment in Scott's rollover coach course. Your eyes will be opened to a world that I am sure many of us never knew existed." ~ Christian Halas, Halas Consulting (Venn Wealth and Benefits RIA) Its a must for any serious financial advisor "Where have you been all of my life! How many times could I have used this information in the past, but thanks to you I have it for today, tomorrow, and the rest of my life! The <<Rollover Coach course>> certaintly makes it easier to move to the next level. Perhaps there are those that have found their way to <<the next level>> without the aid of the course, but why try when you can be propelled there much faster with the information from this course. Its a must for any serious financial advisor!" ~ John P. Howell How Much Is This Training Worth To You
How much is one $500,000 rollover worth to your practice?
If you do fee-based work....it might be $5000 per year for 10 years $50,000 Commission based? $10,000 to $20,0000 ...who knows? If you are like me, you don't mind investing in your practice, as long as you can make your risk capital back and MORE...
Honestly, I could justify charging thousands of dollars for my material. Over the past 3 years I have purchased most of the "systems" sold to advisors. Some great some sucked. I even bought one "mutual fund" marketing system which is sold for over $500 and contained a whopping 6 page adobe document. More than anything I wanted to provide good information but also have it reasonable for all advisors to benefit from.
I chose to package Rollover Coach in a 3-Ring Binder and ship it as a hard product because it is meant to be a reference manual that you can put your arms around and refer to over and over again. I just don't think a digital download would do that. To shorten the wait, we ship USPS Priority Mail. And besides, I assume you plan on being in business for the long haul, so what's a couple of days.  Start Dominating in 3 Minutes
Need a Payment Plan? Pay in 2 easy installments of only $248.50 (Platinum) or $148.50 (Silver), plus instant access and bonuses. "Your material was very helpful in initiating a rollover out of Fidelity last week. Thank You Scott." ~ Robert McKinnon, CFP® The client was happy that everything went so smoothly "The module in your course about processing rollover gained me some extra credibility by knowing about the no-loaders tactics and the client received funds in a little over a week. The client was happy that everything went so smoothly. Thanks for the heads up on countering this particular tactic that you taught in your Rollover Coach. Great info to know what the opposition is up to and be prepared help the client avoid the typical hassle of their delaying/defensive strategies. " ~ Mark. R. 30 years experience Final ThoughtsI have a few final thoughts. The fact that you have read this far, through this website speaks clearly. You MUST be concerned about your practice; you must desire to make more money, to take your practice to the next level. Now, since you've read this entire letter, and you are seriously desirous of really building your business why wouldn't you enroll right now? If you do not make the positive decision to finally build your practice now - when will you? Now, it's up to you to take action. I look forward to helping you grow your practice.
Sincerely, 
Scott Brooks, CFP®
PS. You've seen tons of success stories from other advisors (with audio) and seen our background with Fidelity. We're serious about creating your 401k rollover success.
Start Dominating in 3 Minutes
Need a Payment Plan? Pay in 2 easy installments of only $248.50 (Platinum) or $148.50 (Silver), plus instant access and bonuses.
An Important Note - If You're Still Undecided Check the Response that Best Applies to You. Reason #1: You've bought many courses before but they just sit on shelves gathering dust. Our course is designed to inspire you to take action. It's broken down into easy, sequential steps with clear directions. Many people ask how our course compares to the likes of Ed Slott and other programs sold to advisors. Since I worked behind the scenes at Fidelity, I have seen first hand what advisors are up against. Ed Slott's material is great, but it focuses more on ira distribution planning. Most rollover decisions are made WELL before these distribution issues come up. Moreover, you can know all the tax rules in the world, and still get "rollover blocked" by the no-loaders if you don't know how they are playing keep away form advisors. So here's what we'll do....Order the course and read the first few modules. Our bet is that the course will not only inspire you - it will motivate you to act, to take action, and to do something about growing your business. You'll be looking at your business from a whole different perspective. Read our testimonials from advisors who have already used our material here. Reason #2: You're still new in this field - you're afraid that a comprehensive course with advanced secrets may give you too much information. Most of my customers have been very experienced advisors with 10-20 years of experience in the industry. If these vets benefit from the material, someone newer to the industry would get even more out of it. And if at any point you feel "stuck," or have questions on how to further grow your business - remember, I can personally get on the phone with you, and guide you step-by-step through any hurdles or difficulties you may have. One 30 minute sessions of personal attention comes with Top Producer Package, no other coach will do this for you! Just email scott@rollovercoach.com to schedule this. Reason #3: Price is not the Issue - Time is the Issue. You're busy and you want to know what you need to do RIGHT NOW. Can this course help my practice? The PRACTICE MAKEOVER phone call is one of most valuable parts of this course for you. After you Review the materials, schedule the call with me. I'll review what you are currently doing, and give you concrete actionable ideas which you can implement immediately. Sometimes it takes an outside perspective to give you the extra boost you need.
Start Dominating in 3 Minutes
Need a Payment Plan? Pay in 2 easy installments of only $248.50 (Platinum) or $148.50 (Silver), plus instant access and bonuses.
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