Robert Shwab
401(k) PRO - Industry Mediation and Arbitration Services
- Role
- Principal at FINRA
- Location
- Cleveland, OH, US
- LinkedIn followers
- 500 followers
About Robert Shwab
A successful 30-year expert and author offers business insights and leadership coaching…
Experience
Principal
Aug 2016 — Present
A successful 30-year expert offers Sales Leadership Coaching, Practice and Career Advice, and Retirement Sales Training. Thoughtful and individualized advice and analysis for retirement plan industry professionals seeking business and career advancement, higher performance in the sales arena, or large opportunity assistance as a temporary team member. A personal coach is your \'Focus Group of One\' dedicated to the retirement plan industry and helping you or your sales team- Co-develop or review business plans and SWOT analysis- Needs assessment covering subject matter and sales/service capabilities- Evaluate sales strategy and tactics- Assess and refine your \"sales pitch\"- Challenge competitive assumptions- Identify sales and prospecting techniques and resources- Presentation planningService is provided by telephone consultations with follow-up session notes, and may also include on-site group presentations, face-to-face or video role playing, prospect call scripting and pre-approach letters. 401(k) PRO assists individuals with job search and transition coaching; interview preparation and \"what if\" scenarios.\"You and Your Home Office\" is a group presentation focused on the critical working connection for sales professionals and uses industry specific cases to show how to get support, collaborate and build relationships with the Home Office.
Education
Purchase College, SUNY
Bachelor of Arts - BA, History
1973 — 1977
Cornell University ILR School
MILR, Labor Relations, Management - HR
1978 — 1980
Cornell University
Milr
1978 — 1980
Skills
- Securities
- Retirement
- 401(K) Retirement Savings Plans
- Pensions
- Retirement Planning
- Asset Allocation
- Mutual Funds
- Wealth Management
- 401k
- Risk Management
- Financial Planning
- Investments
- Financial Services
- Series 7
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