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October 14, 2014

 The Steps

by The 401k Study Group ®

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1)   Join The 401k Study Group, Study Our Library, Listen,Watch, Use our Logo.
2)  Go Tell Someone You Are Interested In Their Plan, If Needed Ask Them For Help Or A Favor
3)  Study Your Retirement Plan Specific Compliance Forms
4)  See #2
5) Begin To Decide What Role You Will Play
6)  See #2
7) Get A Designation
8) See #2
9) Change Your Communication Material & Website
10) See #2
11) Choose a Prospecting Source
12) See #2
13) Choose A Worksite Tool
14) See #2
15) Interview Vendors
16) See #2
17) Determine If You Want To Do Joint Work
18) See #2
16) Attend A Conference

All Along The Way: Go Tell Someone You Are Interested In Their Plan
WHY: It is the hardest thing you will do and the most valuable. Remember “That which you think you cannot do is the very thing you must do first”.

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