What You Get From Charles D. Epstein


  • Monthly Advisor Tele-seminars
  • Quarterly Authority Marketing Expert Webinars
  • The Authority Marketing Symposium
  • One-on-One Authority Marketing Coaching
  • Pre-Written Video Topics
  • We work with your compliance department to get your content approved

What You Get From Vyral Marketing


  • We build your video blog
  • We brand your social media
  • We research your keywords
  • We give you proven video topics
  • We export your email database(s)
  • We reconnect with your contacts
  • We interview you on an HD webcam
  • We edit your video
  • We upload it to YouTube
  • We optimize it for search engines
  • We write custom blog articles
  • We send your video email
  • We update your social media
  • We publish your iTunes podcast
  • We track who's ready for a conversation
  • We advertise your video on Facebook
  • We call you with feedback weekly
  • We hold you accountable

In Partnership with

Charles D. Epstein

Charles D. Epstein has over 33 years of professional experience in the financial services industry. As the principal of Epstein Financial Group, LLC and Epstein Financial Services, a registered investment advisory firm, he continually provides corporate retirement plan consulting, as well as wealth management and financial planning services to business owners, professionals and individual plan participants. He is designated as a Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Accredited Investment Fiduciary (AIF) and is a Qualifying Million Dollar Round Table (MDRT) and Top of the Table Member. Additionally, Charlie is a Certified Family Business Specialist, from the American College and founder of the Family Business Center at the University of Massachusetts, Amherst.

Charlie’s multi-dimensional business practices and considerable experience provide him with a unique perspective on the challenges that face the retirement plan industry; from individual financial advisors to the financial institutions manufacturing retirement products, as well as the many challenges facing plan sponsors and plan participants in achieving successful retirement plan outcomes.

See Charlie's Video Blog
Ash Toumayants
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Steve Case (Financial Independence, LLC)
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Mario Giganti (Cornerstone Capital Advisors)
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Brad Atkins (Liberty Partners)
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