The team of Chalk and Barlow have consolidated their many years of experience into a concise collection of concepts, strategies and processes for the Financial Advisor who concentrates in the 401(k)/Company Retirement Plan industry. The proven processes revealed within focus on elevating the Financial Advisor's performance in a methodical, measurable manner.

The structure of the book makes it adaptable as a start-to-finish read for the novice or as a reference guide for the seasoned professional. The many topics covered include:

• Defining your Brand and Vision
• The Business Plan
• Retirement Plan Basics
• Professional Development
• Performance Measurement

An index of questions allows for quick location of specific topics. The authors have distilled useful insight from years of real-world experience to deliver this step-by-step guide for achieving success in the competitive and ever-changing retirement plan industry. Regardless of experience level, all readers will find something of value in these pages.