Save America

Hi, Im Charlie Epstein. For a long time, I was just like you a focused financial advisor with an AIF® designation, calling on 401(k) plan sponsors, competing on Fees, Funds, and Fiduciary matters. Business was pretty good. We were even a member of one of the national retirement plan advisory groups. We had access to top notch tools and technologies... . Wed win a plan here and there and we would occasionally uncover ancillary business opportunities, thanks to our marketing and exceptional first meeting approach. But then a thunderbolt changed the way plan sponsors viewed me and we werent just winning plans here and there, we were knocking the socks off of prospects and became a top player being sought after, giving us the confidence with even bigger plans! How? I became an author. My first book; Paychecks for Life: How to Turn Your 401(k) Into a Paycheck Manufacturing Company not only became my new business card, it made me the expert in my field. Case in point, a $45M Plan was out for an RFP with 5 advisory firms, including my own. Every one of these firms was top notch, the best in the industry. The plan sponsors were very focused on creating successful participant outcomes. Everyone came in with their Gap Statements, Education Policy Statements, and described how they would do group meetings and one-on-one meetings with the participants. I came in with my book, Paycheck for Life. Game Over! I wrote the book on creating successful retirement outcomes! The board of trustees saw working with me as the specialist in the field. In a few short moments, at that first meeting, we captured the esteem, imagination and business of that $45M Plan! So thats what being an author of a book can do for you. But I have to tell you, IT WAS NOT EASY! It took me 3 years to write that book and almost 6 figures to publish it. Was it worth it? Well, yes! Now my business is growing 10x Faster, Easier, and Bigger! Now, I want to help you do the same: Grow your Business Faster, Easier, Bigger, but also do it Cheaper! This is why I have ...Read More