Become an exclusive member of the Advanced Accelerator Club alongside the top financial advisors in the industry to help accelerate your business 10x this year all from the comfort of your home or office!


Video Training Courses

Learn about what the top 1% sales superstars know and do, how to scale your business to completely dominate your marketplace and how to close the deal! 


Wondering what the best of the best are doing to earn more business? Engage with your fellow members in an open discussion forum and monthly group coaching calls.

Downloadable Files

Gain instant access to worksheets, resource booklets, service agreements and more!


We've packaged up 35+ years of expertise from The 401k Coach, Charlie Epstein and completely digitized it for you into more than 50 video training modules with downloadable resources. Some courses include:

1. Opening and Closing Business Strategies and Techniques

2. Solutions for Impacting and Measuring Participant Outcomes and Success

3. Fiduciary Best Practices, Systems and Resources  

4. Exponential Prospecting- What the Top 1% Sales Superstars Know and Do

5. How to Break Out of the Commoditization Trap

6. Game Changing Strategies to Dominate Your Marketplace

7. Capturing 10X Ancillary Business Opportunities

8. Scaling Your Business

...And more!


Stay engaged with the other advisors in the club with our group monthly coaching calls and our 24/7 open discussion forum. Ask your burning questions and find out what the top advisors are doing to breakthrough the competition. Can't make the call? Don't worry! All calls are recorded and uploaded to the portal.


"We've grown our revenues by over 75%. A big part of that is working with the coach to effectively and efficiently grow our practice to what it is today."

- Mark Laughton, CPFA, C(k)P Co-Author of The Quintessential 401(k) The Employer's Guide To Securing Employee Retirement Outcomes 

"The biggest benefit that I've gotten from Charlie is learning how to really put on an effective, meaningful and impactful educational meeting. That has been the most rewarding part of it for me because I know I am making a difference with my participants."

- Robert Bove Author of Beyond Wealth The Servant Leader's Guide To 401(K) Plan Design

"One of the things I think is the difference between me and Charlie is, he thinks so much bigger than I do. I love the fact that he challenges me on that. We'll start this conversation and I think I'm thinking big. The next thing you know, by the end of the conversation I'm going, "Man. I didn't even think of it like that. Why didn't I think that big?". That's probably been one of the best things that I've gotten out of the program, is just the conversations that Charlie and I have."


                   - Jonathan Schultheiss, CRPS, AIF, PPC Author of disTRACKted                           The Secret to Getting America's Retirement Plans Back on Track 





Group coaching, portal access, discussion forum and more!



Charles D. Epstein, CLU, ChFC, AIF® The 401k Coach®


Charlie has 38 years of professional experience in the financial services industry. As the principal of Epstein Financial Group, LLC and Epstein Financial Services, a Registered Investment Advisory firm, he continually provides corporate retirement plan consulting, as well as wealth management and comprehensive financial planning services to business owners, professionals and individual plan participants.  

Charlie established The 401k Coach® Program fifteen years ago offering support to other advisors on how to effectively manage their roles and responsibilities in this ever-changing industry and provide training to develop the skills, systems and processes necessary to excel in the 401(k) industry.  

Charlie’s first book; Paychecks for Life: How to Turn Your 401(k) into a Paycheck Manufacturing Company is solely focused on teaching Americans how to maximize the 401(k) savings strategy with a practical and systematic approach, without getting lost in all the technical jargon, giving participants a chance to adequately save for a successful retirement.  

Charlie’s second book; Save America, Save! The Secrets of a Successful Retirement Plan, released in 2014, is written for the plan sponsor, trustees and fiduciaries of retirement plans. The book is a roadmap for making effective improvements to the company-sponsored 401(k) for both the plan sponsor and plan participants. The book is also the source for Charlie’s Accelerator Author System, where other financial advisors customize the manuscript and benefit from the Ultimate Unfair Advantage of being an author.  

Charlie’s multi‐dimensional business practices and considerable knowledge provide him with a unique perspective on the challenges that face the retirement plan industry; from individual financial advisors to the financial institutions manufacturing retirement products, as well as the many challenges facing plan sponsors and plan participants in achieving successful retirement plan outcomes.  

These accomplishments have gained Charlie recognition as one of the Most Influential People in the Retirement Industry and as a Top Influential Retirement Plan Advisor in the U.S. by 401kWire.


Please call Marie Forest (413) 224-3625


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