Charlie Epstein Becomes The "Betty Crocker" of 401(K) Advisors

"When you put a book in front of somebody, they immediately see you as the expert, as the authority, and if you’re lucky, you might even be the celebrity in your marketplace. From a revenue perspective, this book has produced millions and millions of dollars in new business."

“I’ve been in the financial services industry for over 40 years. The first 15 years was really scraping, making phone calls, trying to generate business from as many sources as possible, trying to figure out marketing, but when I wrote my first book, it was an overnight game changer. In the eyes of the consumer, my market, I went from being a credible financial advisor to instantly going above the line of super credibility. When you put a book in front of somebody, they immediately see you as the expert, as the authority, and if you’re lucky, you might even be the celebrity in your marketplace. From a revenue perspective, this book has produced millions and millions of dollars in new business, not only in our financial planning practice, but it’s also allowed me to be the authority in my industry and coach over 10,000 advisors on how to do what we do. I like to say I’m the Betty Crocker of the finance industry, selling my recipes to Duncan Hines. It has been an absolute game changer."

Charlie Epstein

Holyoke, Massachusetts

Founder of Epstein Financial and the 401(K) Coach

Charlie Epstein's Book

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Paychecks for Life: How to Turn Your 401(K) Into a Paycheck Manufacturing Company

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Save America Save: The Secrets of a Successful 401(k) Plan