Rollover Coach Helps Financial Advisors Attract And Convert Rollover IRA Business
July 26, 2007 (PRLEAP.COM) Business News
Contrary to public belief, financial advisors are not winning the rollover war for Fortune 1000 employers. Instead, the no-load recordkeepers (Fidelity, Vanguard, and others) are doing everything they can to play keep away from advisors in the industry today. Scott Brooks, CFP® has recently launched www.rollovercoach.com which includes a 3 hours coaching product Scott sells to advisors, insurance agents, wholesalers, and others in the financial services industry. This rollover “education” is unlike anything available to financial advisors today.
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.
Interested parties can obtain a free downloadable sample of the course online at http://www.rollovercoach.com