When financial advisors speak to participants at plan sponsors’ companies, they are seen as instant “experts,” the go-to person for all the participants’ 401(k) and investment needs.

However, many financial advisors do not realize their potential, and they don’t make the most of their meetings with plan participants. For every dollar made on 401(k)s, there are seven more on the table that can be picked up from plan participants. All advisors have to do is to provide their audiences with the Edu-tainment Experience. ™ This process engages potential individual clients, giving them both the knowledge and the opportunity to begin an advisor-participant relationship with the financial advisor.

The 401(k) education process has become a rigid and lengthy presentation of charts, graphs and statistics accompanied by an enrollment kit with even more numbers and charts. This can leave participants feeling frustrated, anxious and hesitant to make decisions. Creating interactive presentations is the first step in alleviating the fatigue that participants feel at the end of an enrollment meeting.