The 401(k) Academy Advisor Hub
Offered to partners of The 401(k) Academy & Plan Design Consultants, Inc.
The 401(k) Academy's Advisor Hub is an online tool built for Financial Advisors to provide a one-stop destination for all retirement plan sales, servicing & retention needs. Strategically created to cover every step of the process and provide knowledge and tools born from over 40 years of front line experience.
Video training, tools, scripts, templates, guides. If you want to start, invigorate or take your retirement plan sales to the next level you came to the right place.
Biz Plan
Structure your game plan and get everything in order to succeed in your retirement plan business model.
Prospecting
Be efficient and productive with the tools and data available for prospecting retirement plans. No reason to reinvent the wheel.
Game Time
Sales presentation support and tools as unique and effective as they come, straight from the front lines.