THE ADVANCED ACCELERATOR CLUB

NO TRAVEL. NO AIRFARE. NO HOTELS.

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

BECOME A MEMBER

Video Training Courses

Learn about what the top 1% sales superstars know and do, how to prep for the first meeting and how to close the deal. We'll teach you how to scale your business and completely dominate your marketplace.

Community

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!

New Value Added!

We've added even more value to the portal this year!

Advisor Podcast

Want to know what other members are doing to be successful? Charlie shares his one-on-one conversations!

Add Firm Members

Give members in your firm access to the portal for no additional fees!

COURSES

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:

Opening and Closing Business Strategies and Techniques

Solutions for Impacting and Measuring Participant Outcomes and Success

Fiduciary Best Practices, Systems and Resources  

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

How to Break Out of the Commoditization Trap

Game Changing Strategies to Dominate Your Marketplace

Capturing 10X Ancillary Business Opportunities

Scaling Your Business

...And more!

COMMUNITY

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.

TESTIMONIALS

Pricing & Plan Options

1-5 Firm Members

$990

PER YEAR

  • Full access for a year
  • Invite up to 4 other firm members for no additional cost
  • New Content (Videos, Advisor Podcasts & More)
  • Monthly Group Coaching Calls
BECOME A MEMBER

6-10 Firm Members

$1,295

PER YEAR

  • Full access for a year
  • Invite up to 9 other firm members for no additional cost
  • New Content (Videos, Advisor Podcasts & More)
  • Monthly Group Coaching Calls
BECOME A MEMBER

Want To Add One-On-One Coaching?

Advanced Accelerator Platinum Club

Get personal one-on-one coaching with Charlie Epstein in addition to the above features!

Pricing & Plan Options

1-5 Firm Members

$1,980

PER YEAR

  • Personalized coaching one-on-one or as a group
  • Deep dive into business objectives, practice management, best opportunities, case prep and strategies fit just for you
  • 4 total hours of coaching used as preferred
BECOME A MEMBER

6-10 Firm Members

$2,590

PER YEAR

  • Personalized coaching one-on-one or as a group
  • Deep dive into business objectives, practice management, best opportunities, case prep and strategies fit just for you
  • 6 total hours of coaching used as preferred
BECOME A MEMBER

MEET THE COACH

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.

Questions?

Please call Marie Forest (413) 224-3625

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