Rollover Coach Helps Insurance Agents Attract And Convert Rollover IRA Business
August 17, 2007
Scott Brooks, CFP® has recently launched www.rollovercoach.com which includes a 3 hours coaching product Scott sells to insurance agents, wholesalers, and others in the financial services industry. This rollover “education” is unlike anything available to financial advisors today.
One agent used the course to immediately land a $350,000 rollover.
Mr. Brooks feels his rollover course is unique because of his background having spent roughly five years working in a Rollover specialist capacity at Fidelity Investments. Scott also has spent five years as a retail advisor and feels his rollover training will better train financial professionals better compete for rollover business.
"I just rolled over a 350k Franklin Templeton 401k and am now battling a no-load record keeper over a 600k 401k. Both are the result of the Rollover Coach program. I have already received a 1248% return on my investment in the program." -Jesse Black, SMS Independent Advisor
"I have taken 3 IRA courses from the main IRA gurus around the country. Ed Slott, Barry Picker etc They provide a lot of technical information about IRA's, but your "insider" information has got to be priceless to anyone trying to figure out how to actually get started and succeed." - Richard Curnow, Independent Advisor
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