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401kSG IP Roadshow

Published on Apr 03, 2016

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MORE DECKS TO EXPLORE

PRESENTATION OUTLINE

1.

Find the MAGI(k)

On The Road with Us In 2016
2.

MAGI(k):Intelligently partnering to transform an ordinary practice into one of great value

3.

SOCIAL

Photo by kivilm
4.

DIGITAL

The Internet Might Catch ON!
Photo by Stuck in Customs
5.

PEER VETTED

NOONE WANTS TO BE FIRST
Photo by MsHellyer
6.

INTERACTIVE

ONE WAY IS JUST TELLING
Photo by Documentally
7.

OPEN

SOURCE
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8.

Contribute & Belong

INTERACT
9.

OUR REACH

10.

2000

DIRECT INTERACTIONS
Photo by Ken Whytock
11.

HELP!

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12.

PROSPECTING

Photo by JD Hancock
13.

IMPLEMENTATION

AND
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14.

Untitled Slide

Photo by photographerglen
15.

OECHSLI INSTITUTE

"The Best Advisors Are Crazy For Implementation"
16.

3 WAYS TO IMPLEMENT

17.

DIY

Photo by CarbonNYC [in SF!]
18.

HIRE

MANAGE-TRAIN-REPEAT
Photo by Tax Credits
19.

Intelligently Partner

Photo by lumaxart
20.

WHAT PARTNER

  • ERISA & PLAN
  • SOCIAL & DIGITAL
  • RISK MANAGEMENT
  • COMMUNICATION
  • VALUATION
21.

Who

  • Unified Trust
  • The 401k Study Group
  • Milliman/Even Keel
  • The 401k SG
  • Atlantic Financial
22.

WHAT TO SAY

TO BE OR NOT TO BE PARTICIPANT FACING
Photo by HowardLake
23.

PEP RALLY

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24.

FINANCIAL PLANNING

101
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25.

Accumulation Distribution

Photo by 401(K) 2013
26.

RESULTS

  • QRP Value Proposition
  • The TAP
  • Capture Rollovers
  • Permanent Prospecting
  • Corporate Pocketbook
  • Do Good By Doing Good
Photo by Julien Haler
27.

Action Items

  • Join Study Group
  • Meet With Partners
  • INTERACT
  • Get An Appointment
  • JOIN our Directory

chris Richardson

Haiku Deck Pro User