Download the Free 401K Rollover & Financial Advisor Marketing Training Today
A FREE Course helping financial advisors attract & convert 401k rollovers to their practice

What You will Learn from this 9 Lesson Free Course:
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Why the large no-load recordkeepers have declared war against advisors
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(Lesson 1)
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Rollover Coach Introduction (10 minute audio sample)
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(Lesson 1)
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Why the rollover marketing is peaking and how to use recessions to your advantage
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(Lesson 2)
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Why advisors should use a Marketing kit to Built Trust, Attract More Referrals, and Gain Credibility
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(Lesson 3)
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How to Create Better Leads For your practice
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(Lesson 4)
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Becoming the local rollover expert - How to do it
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(Lesson 5)
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How trees and unknown asset classes can help with rollovers
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(Lesson 6)
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How to Use the internet to capture leads, and build trust
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(Lesson 7)
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Prospecting the rollover market
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(Lesson 8)
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What You're Getting as Part of this Free Program
The Program Includes:
- A Eight Lesson Training Program On Different Ways to Grow Your Practice
- One 10 minute sample from the Rollover Coach material....
You will receive eight lessons over the next three weeks. A new lesson will be sent to you every few days. Each lesson will contain actionable ideas which will give you actionable ideas on ways to improve your practice.
By breaking this course into several fragments and spreading them out over a few weeks we allow you to better retain and understand the material presented.
Index of Lessons
The first lesson will be sent to you immediately. The next eight lessons will be emailed to you every few days according to the schedule below.
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Lesson 1
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Why the no-load recordkeepers have declared war against advisors
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Day 1
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Lesson 2
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Why the rollover marketing is peaking and recession rollovers
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Day 2
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Lesson 3
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A Marketing kit - Helping advisors build trust & credability
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Day 5
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Lesson 4
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How to Create Better Leads For your practice
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Day 7
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Lesson 5
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Becoming the local rollover expert - How to do it
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Day 9
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Lesson 6
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How trees and unknown asset classes can help with rollovers
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Day 11
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Lesson 7
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Using the internet to capture leads, and build trust
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Day 13
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Lesson 8
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Prospecting Methods in the rollover market
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Day 15
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Here are the Detailed Contents
Below is a detailed lesson-by-lesson list of what you can expect to learn.
Lesson 1
Why the no-loaders have declared war against advisors
What You Will Learn:
- Who your true competition is in the rollover space
- An example of how the no-loaders sell against outside advisors
- 10 minutes of free rollover training from the Rollover Coach
- How some reps are moving $30 million in rollovers per quarter
Lesson 2
Why the rollover market is peaking...and market downturns (recessions)
What You Will Learn:
- Why recessions and market downturns are perfect for rollover prospecting
- Why the rollover market is peaking over the next few years..
Lesson 3
How Advisors Can Use a marketing kit to Boost referrals, credibility, and trust
What You Will Learn:
- What a marketing kit is and why every advisor should have one
- How to leverage your "story" as an advisor
- Ways to implement a marketing kit (seminars, referrals, key referral centers, etc)
Lesson 4
How to create better leads for your practice
What You Will Learn:
- How to turn your prospects into your best friends
- New ways to convert "plate lickers" into appointments
- Why your current marketing plan is not working
Lesson 5
Becoming the local rollover expert - how to do it
What You Will Learn:
- Why you must track the key information for large employers in your area
- The easiest way to convince someone to rollover
- How to become the expert for a large company's plan
Lesson 6
How Trees and undiscovered asset classes can help with rollovers
What You Will Learn:
- Why timber should be a part of most rollovers
- How undiscovered asset classes can help with rollovers
- Why timber is well positioned for the next few years.
Lesson 7
Using the internet to capture leads, and build trust
What You Will Learn:
- How to use the internet to capture leads for your practice
- The biggest mistake advisors make with their website
- 2 main ways to get prospects to visit your site.
Lesson 8
Prospecting methods in the rollover market
What You Will Learn:
- Cold Call cowboys meet corporate directories
- Seminars vs. direct mail
- HR Departments
Download your Advisor marketing training today
- Yes, it is 100% Free.
- No Credit Card or Any Form of Payment Requested.
- All Lessons and Audio Sent to Your Email.
- Full Privacy: You can cancel the lessons anytime and delete info you submitted.
Fill in the Form Below to Get Your Free Lessons Today Your First Name: Your Email: Our strict privacy policy keeps your email 100% safe and secure.
Fill in the Form Below to Get Your Free Lessons Today
Our strict privacy policy keeps your email 100% safe and secure.
PS
- Yes, this program is free - there is no catch. It was Scott Brooks's wish to empower as many financial advisors as possible. By releasing this for free, we're helping fulfill that wish. So try it out today - I promise you won't marketing your financial advisory practice the same way again.
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