BPAS Partner Conference – Speaker Profile – Charlie Epstein the 401(k) Coach

A meeting with Charlie Epstein comes with a warning sticker: Be prepared to have your belief systems about how to lead a successful opening and closing meeting turned inside out and upside down!

A veteran of the theatre (Proud member of Actors Equity) and the financial services industry, Charlie Epstein has been consistently voted one of “The Top 100 Most Influential Individuals” in the 401(k) industry by 401(k) Wire.

Charlie’s experiences, 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 advisers 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.

• This year, Charlie will be giving two talks:
  “Exponential Prospecting – How to Build Your Brand as an Advisor.”
• “Interpersonal Relationships During the Sales Process – To Relate or Not Relate? That Is the Question.”

Wanting to share all of this intellectual capital, Charlie has become the author of two books: Paychecks for Life: How to Turn Your 401(k) into a Paycheck Manufacturing Company and Save America, Save! Charlie is reaching thousands of plan sponsors and plan participants with strategies to achieve those successful retirement plan outcomes.

He is the CEO of Epstein Financial Services, LLC, an RIA firm and “fee-only” planning firm.  As The 401k Coach, he has trained over 8,000 advisors how to create unfair advantages and exponential growth in their businesses.

Want to learn more? Ready to register? Visit our partner conference website today.