Did you know your IDEAS are worth nothing without EXECUTION?        
December 2013 - In This Issue:
Thinker Logo
Wishing your BIG IDEAS come true this  
Holiday Season!
 
Charlie, Marie, Amanda, Bettyjean, Danielle, and DJ

Charles in Charge

BIG IDEAS (and tornados) were IN FORCE last month!  

By Charlie Epstein

 


On November 17th and 18th, 20 courageous advisors from around the country; courageous for their willingness to share Big Ideas with one another and courageous for flying into Chicago O'Hare Airport as 6 tornados stormed through the area...

  

BIFG
Congratulations to the 1st Big Idea Focus Group Class!
We look forward to our continued journey
of mating and multiplying our ideas in 2014! 

 

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WHAT'S NEW
Thank you to all our members and friends that made our 2013 an exciting year. We certainly had an event-filled last quarter! We are planning for 2014, so please stay tuned in - we will soon announce our upcoming Programs!
Blog says,
 
Charlie exchanging books with The Back of the Napkin author, Dan Roam
 
THE COACH MEETS RENOWNED BUSINESS AUTHOR, DANIEL PINK

 

This Coach is on a roll...
exchanging books with another best-selling author! 

Epstein Financial Services was able to acquire Daniel Pink for their Client Appreciation Event this year. His intelligent and thought provoking presentation was derived from his new book; To Sell is Human - a must read!

 

Charlie was motivated in his branding strategies several years ago by one of Daniel Pink's first books; A Whole New Mind.

 

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ERISA Brief
ERISA Accounts Meet Plan Asset Rules in New DOL Guidance 

By Marcia Wagner  

 

Duty to Review Plan Expenses.

Revenue sharing payments, such as 12b-1 and sub-transfer agency fees, are paid by mutual funds to 401(k) plan service providers to compensate them for services undertaken on behalf of plans.  For example, a plan recordkeeper may receive sub-transfer agency fees to track participant-level ownership of shares.  The DOL has recognized that such payments can improve efficiency and reduce the cost of administrative services.    At the same time, the complexity of revenue sharing practices contributes to the need for the plan-level fee information required by recently effective regulations.  Among other things, these regulations are intended to give plan sponsors the tools to oversee revenue sharing and ensure that plans do not pay excessive amounts for services as a result of such indirect payments.

 

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Social Media Coach
It's Your Social Media Strategy: Begin with the End in Mind  
by Sheri Fitts

 

How does your GPS work? Before offering any direction, it requires you do one simple thing: indicate your desired location. Effective social media participation and outreach, much like any sales or marketing effort, requires a similar approach: You must take time to create a clearly defined end point prior to hitting the road.

 

 

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Tech Tip Corner

Echo Smartpen by Livescribe 

By DJ Ware

 

 

Purpose/Usefulness:

According to CNET: "The Livescribe Echo is a ballpoint pen and voice recorder combination that preserves digital copies of your notes and recordings, which can be replayed, saved to your computer, and shared with others."

 

Easier, Faster, Cheaper, Bigger:

The Echo smartpen provides faster and easier note-taking, recording and sharing capabilities than traditional pen and paper.

 

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Black Belt Marketing
How to Get the Most Leverage Out of Your Marketing Activities: 50 Ways to Love Your Leverage
by Barbara Lewis

 

 

 

   

50 Ways to Love Your Leverage

is also available as a 401k Coach Resource Webcast!

Click here to replay this FREE webcast 

 

 

Research shows that a marketing plan can increase revenues by as much as 35 percent. As a tactical month-by-month strategy, a marketing plan is generally divided into two sections - relationship and reputation. Relationship activities consist of strengthening bonds with current clients, prospects and referral sources, such as one-on-one meetings and networking. Reputation activities include the following marketing activities:

 

  1. Advertisements
  2. Articles
  3. Blogs
  4. eNewsletters
  5. Media
  6. Press Releases
  7. Seminars
  8.  Social Media
  9. Speeches
  10. Sponsorships
  11. Surveys
  12. Trade Shows
  13. Webinars
  14. Website Content
  15. White Papers

 

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HOLIDAY SPECIAL 
20% OFF COACH PRODUCTS!!
(excludes Calculator, Paychecks for Life books and Memberships)

USE DISCOUNT CODE: HOLIDAY2013
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