Over 60 million Baby Boomers with TRILLIONS in retirement dollars are retiring NOW. Unfortunately for advisors, firms such as Fidelity and Vanguard who custody assets for a large portion of these Boomers retain up to 85% of the plan assets as these participants reach retirement. Having worked as a Financial Advisor, then for years as your adversary at Fidelity, I was trained to make sure that assets did not leave the firm upon a plan participant’s retirement! I have created Rollover Coach….a comprehensive training product designed to help advisors attract and convert rollover business. Here are just a few of the juiciest secrets I revealed in the course: * Learn why 401k recordkeepers and NOT other advisors are your biggest competitors in the rollover space * Learn How no-load recordkeepers sell their services and play keep away from other firms (They retain as high as 80% of assets when clients leave) * Advanced rollover strategies you will NEVER learn from your back office or wholesalers

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