Session Description

Since Cawthorne started Alpha Pension Group more than a decade ago, the firm has maintained a client retention rate of 100%. Learn how the longtime MDRT member achieved consistently growing success by taking control of the 401(k) market, managing his own firm, and using his position as a 401(k) expert to gain high net worth clients. He will also explain how he’s created a repeatable investment strategy for all clients, which has maximized his firm’s efficiency and allowed him to grow his client base exponentially each year.

Biography

Richard John Cawthorne, Jr. is a 10-year member of MDRT with four Top of the Table honors. He started in the retirement plan industry in 1999 and has since been working to improve the quality of retirement plans and employee education. For three consecutive years, Cawthorne made the list of America’s Most Influential Advisors in Defined Contribution. He’s also a finalist in the National Association of Plan Advisors “Top 50 Plan Advisors Under 40.” Cawthorne speaks at public conferences and investment committee meetings about the retirement plan industry’s best practices and prudent management of retirement plan investment offerings.

New York Life
70 Westview St
Lexington, MA 02421 USA
Email: rich@alphapension.com
Phone: 617-916-0335
Website: www.alphapension.com