$299 per month

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Monthly 401JA(k)E Coaching - PRO

This program is meant to be CHANGE your HABITS and form better ones that lead to MORE 401(k) business for many years. I fully expect you to learn my patterns and skills to one day FIRE me. 

THIS IS HOW I KNOW I COACHED YOU CORRECTLY!

What are you waiting for? 

Here is what you'll get:

  1. I will conduct an Initial 1-hour preliminary review of you and your current influence on your specific market. (Hint: if I can't tell who you are targeting this will be discussed in step two.)

  2. A 1-hour deep dive zoom call to asses your firm and determine your long term goals. We will analyze your company structure, operations, brand, sales, marketing and find your fastest path to success. 

  3. I will compile an action guide for month one. This often involves 2-4 hours of work and custom planning. 

  4. Another 1-hour phone call to cover the action steps you will need to execute on from step three.

Following the first month we will maintain two 1-hour phone calls followed by additional action steps each month. 

I will make every effort to train you on specific strategies including:

-Content creation 

-Video marketing

-Podcasting

-Online 401(k) education

-Social Media Management

-AND winning more 401(k) plans at a lower cost than you thought was possible.

SPECIAL BONUS:  You will be featured on my video podcast posted for Youtube, Apple, Spotify, and Linkedin. The topic covered will be your decision and will help you get momentum in the podcasting market. 

You can cancel anytime. No refunds will be issued for work previously provided.