Book "How To Build A Successful 401k and Retirement Plan Advisory Business" Released
CINCINNATI/DAYTON, OH, February 17, 2006 -- Steff C. Chalk and Christopher H. Barlow announce the release of their book, "How To Build A Successful 401k and Retirement Plan Advisory Business".
The team of Chalk and Barlow have consolidated their many years of experience into a concise collection of concepts, strategies and processes for the Financial Advisor who concentrates in the 401k/Company Retirement Plan industry. The proven processes revealed within focus on elevating the Financial Advisor's performance in a methodical, measurable manner.
The structure of the book makes it adaptable as a start-to-finish read for the novice or as a reference guide for the seasoned professional. The many topics covered include:
- Defining your Brand and Vision
- The Business Plan
- Retirement plan basics
- Professional development
- Performance measurement
An index of questions allows for quick location of specific topics. The authors have distilled useful insight from years of real-world experience to deliver this step-by-step guide for achieving success in the competitive and ever-changing retirement plan industry. Regardless of experience level, all readers will find something of value in these pages. Copies can be purchased at www.knowhow401k.com
About Steff C. Chalk
Steff Chalk has over 25 years of experience in financial services. He is the founder and president of CHALK 401k Advisory Board, Inc. which since 1995 has served in a fiduciary capacity to over $10 Billion of retirement plan assets. Steff is also the co-founder of a successful coaching and consulting firm which helps producers to place structure around the daily tasks associated with the building of their 401k/Retirement Plan Business. His institutional client list has included corporations, non-profits, and governmental units. Steff has conducted original research for the Chilean Pension System and has been involved in the design of the Turkish Self-funded Retirement System. He has addressed business leaders in Africa, Asia, Europe and North America and appears as a featured guest on television and radio broadcasts. He lives in Cincinnati, Ohio.
About Christopher H. Barlow
Chris Barlow is national sales manager for a top 401k program provider. He is responsible for growing relationships and sales with Financial Advisors. Prior to joining his current employer, Chris was the founder and Managing Director of KnowHow 401k, a consulting firm that provides Financial Advisors with sales and service support products designed to maximize their potential in building their 401k business. He is also co-author of the book, 401k Sales Champion, and is the developer of the 401k sales champion workshop. Prior to founding KnowHow 401k, Chris spent 18 years as a Financial Advisor, sales trainer and 401k wholesaler for several of the premier companies in the financial services industry. He is a judge for the Plan Sponsor magazine Retirement Advisor of the Year Award. He lives in Dayton, Ohio.
###
Click here for more material dealing with current trends, opinion, news, legislative action, investments, marketing, sales, consulting, and legal issues on 401k plans.
This is a press release provided by the company or its representatives. 401khelpcenter.com, LLC is not the author of this release and is not associated or affiliated with any firm or organization mentioned unless otherwise noted. Use of any information obtained from this release is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by 401khelpcenter.com, LLC.
