John C. Emig, Cpfa® Email & Phone Number

Providing Investment Advisors with training and coaching in all facets of qualified retirement plans (401k, Cash Balance, SIMPLE and SEPs), Investment Options, and Sales Skills. I help Investment Professionals find efficient and profitable ways to add additional revenue streams that help grow their Advisory Practice.

Scottsdale Az

Collaborated with Financial Reps to encourage them to include Employer Sponsored Retirement Plans as part of their overall business growth efforts. I provided training and coaching in all facets of qualified retirement plans (401k, Cash Balance, SIMPLE and SEPs) and investment options. As part of my role at Country Trust Bank, I consulted with a variety of employers to determine what the best retirement plan solution was for their needs, and provided a high level of quality and personalized service to achieve a 95% retention.

Scottsdale, Az

Managed a 9 state territory, selling recordkeeping and TPA services through all Advisor channels. Developed and managed relationships with BDs, RIAs and Mutual Fund partners. Coached 100's of Advisors on all facets of ERISA retirement plans, including 401(k), profit sharing, Defined Benefit and Cash Balance plans. Achieved immediate results in first year of production, exceeding Sales goal by 146%.

Recruited and consulted with RIA firms, BD's and Advisors turning Independent to help with business development, and practice management so they can grow a more efficient and profitable investment management practice. Educated and Coached independent advisors on ways to incorporate 401k, profit sharing, Cash Balance and DB plans into their practice. Provided a turnkey ERISA 3(38) Retirement Plan solutions that allowed the independent advisor the valuable time they need to focus on clients, prospects and referral sources to grow their practice.

Consulted with Advisors nationwide, finding ways to support and help grow their fee based business. Developed and executed marketing efforts for a turnkey asset management platform, leading to 25% growth of new assets each year.