With the Right Publishing and Media Support, America’s 401(k) Coach, Charlie Epstein Grew His Business to Match His Authority.

  • Charlie Epstein
  • Founder of Epstein Financial and the 401(K) Coach
  • Massachusetts, USA
Charlie Epstien author headshot
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“I knew I was working with seasoned professionals dedicated to one thing and one thing only—making me the most successful, prominent, sought-after Authority in my market.”"

Charlie Epstein author headshot
Charlie Epstein
Charlie Epstein author headshot

How Did Forbes Books Help Make Charlie the Authority in Business?

Charlie Epstein is undoubtedly an authority, proudly wearing the title, “America’s 401(k) Coach”. It’s a moniker that conveys the reach of his message and showcases the clout he’s built as an advisor. The founder of Epstein Financial Services, Charlie empowers clients to generate “Paychecks for Life,” a defining feature of his powerhouse firm.

Eventually, he set out to self-publish a book—an endeavor he later described as “painful”. It took 3-and-a-half years, two ghostwriters, and over $85,000 to self-publish, and at the end, there was no guidance on what to do with his book. Despite that experience, Charlie had more to say, and wanted to publish again. So, it was imperative that he avoid the “heartache and anguish” of publishing his first book.

How Do I Leverage The Power Of A Book?

In his own words, Charlie explains what was missing from his initial publishing effort. “No publisher was capable of teaching me how to really leverage the power of a book. No one had a methodology for teaching me how to maximize my authority and dominate my marketplace.”

This is when Charlie made his first touchpoint with Forbes Books and signed on to author a book.

Working with our elite team of seasoned publishers, authority advisors, and PR and media veterans, Charlie not only enjoyed a “smooth and professional” publishing experience, but was equipped to put his book to work for him and help him grow his business. Finally, in 2015, he and the team released Save America Save: The Secrets of a Successful 401(k) Plan.

How Did Charlie Gain 5X Revenue With Forbes Books?

Since publishing with Forbes Books, Charlie has enjoyed countless media features. He recently made his second appearance on the coveted Fox Business channel. As Charlie tells it, the book transformed his client relationship dynamic and revived the speed of his sales cycle.

Fans of the book regularly step forward as potential clients, expediting lead generation. He’ll occasionally offer a copy to new clients during their first meeting. A gesture that he immediately clocked as a true gamechanger.

“You see a psychological shift happen right before your eyes. The body language changes. Their demeanor changes. It’s priceless. A book is far superior to a business card. It’s like distributing hundreds of copies of ‘you’. It represents your voice, every time, in perfect pitch.”

Above all, Charlie stressed the importance of having a team that understood how to leverage a book for business growth.

“I knew I was working with seasoned professionals dedicated to one thing and one thing only—making me the most successful, prominent, sought-after Authority in my market.”

The numbers back up Charlie’s claim. Since the release of his book, Charlie’s firm has seen 5x revenue growth and knocked off 100+ hours from their typical sales cycle.

2x Media Appearances

5x Revenue Growth

Reduced Sales Life Cycle by 100+ Hours

Charlie Epstein author headshot

Charlie Epstein

Founder of Epstein Financial and the 401(K) Coach

Charlie Epstein’s philosophy is “Do what you love and the money will follow.” As both an “entrepre-trainer and entertain-eur,” Charlie has simultaneously straddled both worlds and successfully achieved his dreams. He brings the same passion and innovation to his work as a financial advisor, professional actor and bestselling author. In…

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