Ask the Experts

The 401k Best Practices Ask the Experts Podcast is where financial advisors get resources, strategies and best practices for growing a successful and compliant 401k practice. As the host, Sharon Pivirotto interviews top 401k advisors and leading industry and business experts and shares ideas for growing, servicing, and managing a successful 401k business.

Episodes

#40 – Resource Review – The 401k Advisor Playbook

October 8, 2024 • 9 mins

Ask the Experts #40 - In this episode, I'm giving you a behind-the-scenes review of The 401(k) Advisor Playbook - a coaching program for 401k plan advisors offered by Andy Hudson. There is so much more to this program than just coaching so I encourage you to take a look and see if you could benefit from a program like this.

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#39 – Why Your Story is So Valuable in Marketing

November 19, 2022 • 8 mins

Ask the Experts #39 - In this episode, I'm sharing another lesson from the New Instant Authority Masterclass on the power of knowing, and sharing, your "why" or your story of why you do what you do.

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#38 – Does Your Marketing Speak to Your Ideal Client?

November 18, 2022 • 10 mins

Ask the Experts #38 - In this episode, I'm sharing another lesson from the New Instant Authority Masterclass on how to attract more best-fit, ideal clients.

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#37- The Four Core Fundamentals of Great Positioning

November 17, 2022 • 5 mins

Ask the Experts #37 - In this episode, I'm sharing another lesson from the New Instant Authority Masterclass on the four core fundamentals of strong online positioning.

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#36 – What Strong Online Positioning Can Do For You

November 16, 2022 • 7 mins

Ask the Experts #36 - In this episode, I'm sharing a lesson from the New Instant Authority Masterclass on how strong positioning can give you an advantage in 401(k) plan prospecting.

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#35 – How a Printed Compliance File Can Help You Win New Business

November 10, 2022 • 3 mins

#35 - In this episode of the 401k Best Practices (Ask the Experts) podcast, I'm sharing a short story about what an advisor I worked with said was a key reason they won a $200 million dollar plan.

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#34 – Resource Review – Catapult

September 12, 2022 • 14 mins

#34 - In this episode, I'm talking with Justin Witz, Founder and CEO of Catapult HQ, Inc. about their RFP solution called "Catapult."

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#33 – Resource Review – PscNet

September 5, 2022 • 12 mins

#33 - In this episode, I'm talking with Marco Brown, creator of PscNet about a plan design comparison software program that allows advisors to create proposals comparing several types of qualified plans, (including Age Weighted, New Comparability, and Cash Balance Plans).

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#32 – Resource Review – TRAK

August 29, 2022 • 21 mins

#32 - In this episode, I'm talking with Ed Dressel from RetireReady Solutions about their flagship software product called The Retirement Analysis Kit, better known as TRAK.

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#31 – Resource Review – PlanTools

August 15, 2022 • 29 mins

#31 - In this episode, I'm talking with David Witz from Fiduciary Risk Assessment about their software called PlanTools™.

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#30 – Resource Review – 401kGrabNGo

August 4, 2022 • 12 mins

#30 - In this episode, I'm talking with Andy Hudson from 401(k) Champions about a valuable resource they offer advisors called 401kGrabNGo.

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#29 – How to Get New 401k Leads In Your Pipeline

July 18, 2022 • 7 mins

#29 - In this episode, I'm sharing some intel on the best 401k prospecting methods to help you get new 401k leads into your pipeline (from the Marketing Effectiveness Survey).

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#28 – Using 401k Titles – Marketing Genius or Something Else?

July 17, 2022 • 4 mins

#28 - In this episode, I'm sharing my thoughts on using 401k titles (like 401k Quarterback, 401k Coach, etc.), what Robert Cialdini says about titles, and then I'd love to get your opinion...

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#27 – Creating Your Own Unique 401k Service Process

July 16, 2022 • 6 mins

#27 - In this episode, I'm sharing a way to avoid the commoditization trap by creating a unique 401k service process.

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#26 – 401k Prospecting and Conversion Tips

July 15, 2022 • 6 mins

#26 - In this episode, I'm sharing (the cliff-notes version of a full training video covering...)some important 401k prospecting and conversion tips (on getting new leads and converting them to clients)

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#25 – How to Scale Your 401k Business with Segmented Service Models

July 14, 2022 • 6 mins

#25 - In this episode, I'm sharing (the cliff-notes version of a full training video covering...)what your service model needs for every plan, and how to put a system in place to manage the small plans and the big plans, from 2 plans up to 200 plans.

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#24 – How to Build Authority as a 401k Educator

July 13, 2022 • 7 mins

#24 - In this episode, I'm sharing the cliff-notes version of Lesson 2: Educate - where we discuss how to build authority as an expert and educator in the 401k industry.

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#23 – How to Differentiate Yourself as a 401k Advisor

July 12, 2022 • 7 mins

#23 - In this episode, I'm sharing the cliff-notes version of Lesson 1: Differentiate - where we discuss how to differentiate yourself as a 401k Advisor, starting with your Pitchbook

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#22 – Becoming a 401k Specialist: 3 Training Programs I Recommend

July 11, 2022 • 7 mins

#22 - In this episode, I'm sharing 3 designation & certification programs you should complete first (or next) on your path to becoming a 401k specialist.

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#21 – New 401k Advisor? Start Here…

July 10, 2022 • 9 mins

#21 - In this episode, I'm sharing tips for getting started in the 401k industry (and a few ideas on generating leads)

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Ask the Experts

Episodes

.css-14f5ked{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:2;overflow:hidden;}#40 – Resource Review – The 401k Advisor Playbook

.css-r6mb8g{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:1;overflow:hidden;}#39 – Why Your Story is So Valuable in Marketing

#38 – Does Your Marketing Speak to Your Ideal Client?

#37- The Four Core Fundamentals of Great Positioning

#36 – What Strong Online Positioning Can Do For You

#35 – How a Printed Compliance File Can Help You Win New Business

#34 – Resource Review – Catapult

#33 – Resource Review – PscNet

#32 – Resource Review – TRAK

#31 – Resource Review – PlanTools

#30 – Resource Review – 401kGrabNGo

#29 – How to Get New 401k Leads In Your Pipeline

#28 – Using 401k Titles – Marketing Genius or Something Else?

#27 – Creating Your Own Unique 401k Service Process

#26 – 401k Prospecting and Conversion Tips

#25 – How to Scale Your 401k Business with Segmented Service Models

#24 – How to Build Authority as a 401k Educator

#23 – How to Differentiate Yourself as a 401k Advisor

#22 – Becoming a 401k Specialist: 3 Training Programs I Recommend

#21 – New 401k Advisor? Start Here…

Popular Podcasts

#40 – Resource Review – The 401k Advisor Playbook

#39 – Why Your Story is So Valuable in Marketing