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!


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.


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 your membership 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!


We've packaged up 38+ 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 and new material being added every month. Some courses include:

  • Opening and Closing Business Strategies and Techniques
  • Fiduciary Best Practices, Systems and Resources
  • How to Break Out of the Commoditization Trap
  • Capturing 10X Ancillary Business Opportunities
  • Exponential Prospecting- What the Top 1% Sales Superstars Know and Do
  • Game Changing Strategies to Dominate Your Marketplace
  • Solutions for Impacting and Measuring Participant Outcomes and Success
  • Scaling Your Business
  • Solutions for Impacting and Measuring Participant Outcomes and Success

A Sneak Peek Into The Portal


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.

Advanced Accelerator Standard Pricing & Plan Options

1-10 Firm Members



  • 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


"“There is no place I can go to get this kind of focus on the most current trends in the 401(k) space. It is impossible to express how valuable it is for me to hear from guys who are doing much bigger numbers, not only what they are doing, but also what they are encountering and how they are dealing with it.This resource is my best practices guide for my qualified plan business. I would worry about being exposed without it.”"

David Bernarde

"“Charlie is a marketing genius! Great ideas that are relevant and make an immediate impact.”"

Mark Laughton

"“Charlie Epstein is the preeminent marketer of 401(k) education to elite advisors focused on building their 401(k) practices. He’s truly a leader in the industry. I always love Charlie’s enthusiasm for the 401(k) Industry and most importantly life in general.”"

Scott Rivard

"“For someone new to the 401k space and looking to add the service to our firms offering, the program has been very valuable in terms of coming up to speed quickly in many areas. There is also great information that I have not seen or heard from custodial platform training resources.”"

Chris Wootton

"“I am surprised how many non-retirement plan ideas I get in AAC!”"

Paul Klinkenborg

Personal One-On-One Coaching with Charlie

Please contact Marie Forest at [email protected] if you are interested in personal one-on-one coaching with Charlie Epstein.


""The calls are valuable, but the coaching from Charlie is the real value, having someone who can keep me honest and challenge my thinking, that is the big value for me! Charlie has been a great mentor to me, so I always get value from speaking with him. I've been a part of the 401kCoach Program for 10+ years now, and I always get great, new ideas when I'm around Charlie and his team. They keep content fresh and are always looking for that new idea that can help advisors, regardless of where they are in their career. Charlie challenges my thinking and pushes me to achieve more with any project I'm working on and any goal I hope to conquer.”"

Jim Sampson

""Charlie has helped coach me over the years to in turn build Rehmann to the formidable force in the retirement industry we are today and to be well positioned to capture out of this world growth in the foreseeable future. The content of the resources are spot on and the focus given to running the business and being a true specialist advisor versus just putting the next plan on the books is what sets this apart from all the other tools and resources in the marketplace." "

Gerald Wernette


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 seventeen 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 us at (413) 224-3622


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