Charles Epstein

ContactCharles D. Epstein, CLU, ChFC, AIF® is the founder of The 401k Coach® Program, an organization dedicated to providing great clarity, confidence and capabilities to Advisors, Plan Sponsors and Plan Participants.
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The 401k Coach

Charles Epstein

 
Are You Blogging Yet?

It is a common misconception that blogging is a personal, not professional, endeavor. There are a number of reasons why it is not only helpful for financial advisors to blog, but even necessary. Blogging is an accessible way for your clients to stay up-to-date on the latest happenings of your practice. Blogs are also a great way to market to prospective clients. Combined with e-newsletters, blogging keeps your name in front of your prospects, showing them your expertise in retirement planning.


Social Media: Marketing Friend or Compliance Foe?

How to Keep Clients Investing In Uncertain Times

Making Connections: A Pipeline Of Leads Filled By LinkedIn

Identity Branding For Success

Past Performance Is No Guarantee Of Future Results: Understanding Bear Markets

Database Creation: The First Step in Marketing

How To Protect Yourself From Becoming A Fiduciary

First Meetings: Creating A Repeatable Process For Success

How To Develop Your Marketing Strategy

Increasing Your Closing Ratio: 5 Step Post Meeting Strategy

A Foot In The Door: The Key To Gatekeepers

A Little Gratitude Can Go A Long Way With High-Net-Worth Clients And Plan Participants You Advise

The Edu-tainment Experience

How To Stay Compliant With Complicated DOL Regs

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