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TEMPLATES TO HELP YOU GROW, BULLET-PROOF, AND SCALE YOUR BUSINESS.

Stand out from your competition.
Be seen as the expert and educator.
Leverage proven, done-for-you resources.

PROSPECTING & SALES
TEMPLATES

From lead generation to nurturing campaigns to closing the deal, leverage these templates to grow your business.

SERVICE & VALUE-ADD
TEMPLATES

Add tremendous value to your existing clients, or even generate project work for new clients with these done-for-you complete kits.

LEVERAGE & SCALE
TEMPLATES

Whether you want to create consistency and economies of scale in your practice, systematize your service offering, or turn your clients into raving referral sources, these complete template kits will help.

JOIN NOW FOR INSTANT ACCESS TO:

Click here to learn more...

Winning Pitchbook
Complete Kit

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Investment Committee
Complete Kit

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Best Practices Education
Mini-Kit

THEN EVERY 2-4 WEEKS, FOR A FULL YEAR, YOU'LL GET ANOTHER COMPLETE KIT:

Plan Compliance File
Complete Kit

Prospect Drip Program
Complete Kit

Plan Risk Assessment
Complete Kit

Fiduciary Training
Complete Kit

Participant Education
Complete Kit

1 on 1 Meetings
Complete Kit

Client Service
Complete Kit

Referral Marketing
Complete Kit

Center of Influence Marketing Complete Kit

Member's Choice

Member's Choice

Member's Choice

HERE'S HOW IT WORKS...

01

log into the
member library

When you join, you'll get instant login credentials to the private 401k Business in a Box Members Library where you'll have access to the complete kits

02

download /access desired templates

Download the Powerpoint or Word documents directly to your hard drive (or click the link and open select documents in Canva)

03

customize and
start using

Add your logo, contact information, disclosures, and make any other changes to the templates (you have complete control over the customization) and start using the material in your business
"I’m not out to reinvent any wheel, and you’ve saved me tons of time and headaches, allowing me to hit the road much faster and with much more confidence."
ALICE H.

grand opening, limited-time bonuses Expire in:

countdown
00 Years 00 Months 00 Weeks 00 Days 00 Hours 00 Minutes 00 Seconds

WHEN YOU JOIN BEFORE MIDNIGHT ON APRIL 1ST, YOU'LL GET...

BONUS #1:
package of three, 1-on-1, private consulting sessions

Not sure where to start? Have questions about your specific situation? Want to get expert advice that can shortcut your success?

With this bonus, together we'll customize a strategy for your business and identify and eliminate any roadblocks you might have to reaching your business goals. 
$750.00 value - Yours Free When You Join Now

BONUS #2:
401k marketing workshop

Want to implement a strategy to get in front of and close new 401k plan prospects? Then you definitely want this bonus!

This is not a “learning” program - this is a “doing” program, with contributions from some of the top industry experts in direct marketing, cold calling, referral marketing. 

Together, we'll create a prospect list, pull data, decide the best marketing tactics, reach out to your list, and follow up. You'll get all the done-for-you templates and resources to implement a full-out prospecting program from what to mail, to what to say on the phone, to what to say in your follow-up emails - it's all covered.
$500.00 value - Yours Free When You Join Now

BONUS #3:
instant authority masterclass

When plan sponsors look you up online, do you want to create a great first impression, increasing your chances of getting the business?

This new training will walk you through how to position yourself online as a 401k specialist - and give you the templates and language to use, 365 days of social media content, and 12 monthly blog posts - all completely customizable and done-for-you so you not only know HOW to position yourself as an authority online, but get WHAT you need to make it happen.
$500.00 value - Yours Free When You Join Now
From Sharon Pivirotto...
Like you, I know the challenges of trying to grow a 401k business, differentiate yourself, and manage all that’s required to run a compliant practice. I was once a broker trying to sell and service retirement plans. 

Since starting in the 401k industry, I've been able to create award-winning tools, create a retirement designation for 401k advisors (the PPC now offered by fi360), train thousands of advisors and plan sponsors around the country, build a 401k education firm that was sold to fi360 the year we hit a million dollars in revenue, and more...

The last 20+ years in this business have taught me a lot and I’m happy to now offer this valuable service to you - to help you shortcut your success.

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