Ask the 401k 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
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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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July 9, 2022 • 11 mins
#20 - In this episode, I'm sharing 3 resources you might want to consider if you're looking for done-for-you social media content
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