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Inhalt bereitgestellt von 401kbestpractices.com and Sharon Pivirotto. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von 401kbestpractices.com and Sharon Pivirotto oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.
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Ask the 401k Experts
Alle als (un)gespielt markieren ...
Manage series 2367502
Inhalt bereitgestellt von 401kbestpractices.com and Sharon Pivirotto. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von 401kbestpractices.com and Sharon Pivirotto oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.
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.
…
continue reading
38 Episoden
Alle als (un)gespielt markieren ...
Manage series 2367502
Inhalt bereitgestellt von 401kbestpractices.com and Sharon Pivirotto. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von 401kbestpractices.com and Sharon Pivirotto oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.
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.
…
continue reading
38 Episoden
Alle Folgen
×Episode #40 – Resource Review – The 401(k) Advisor Playbook A lot of advisors ask me if I offer coaching as a service. I don’t but I know someone who does. Andy Hudson has recently launched a new program for Advisors to help you grow your 401k plan practice. In this episode of the 401k Best Practices (Ask the Experts) podcast, I’m giving you a behind-the-scenes review of The 401(k) Advisor Playbook – part of the coaching program 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. Mentioned in this episode: The 401(k) Advisor Playbook – a Coaching Program found at 401kchampions.com Watch the YouTube version of this episode here so you can see exactly what you get inside this program.…
Episode #39 – Why Your Story is so Valuable in Marketing We all know the power of stories (in teaching, for remembering what we hear, for engaging people, etc.) and in marketing – stories can create a connection more powerful than any other type of communication. In this episode of the 401k Best Practices (Ask the Experts) podcast, 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. Mentioned in this episode: Instant Authority Masterclass ( Sign up for a free preview and access the first 5 lessons for free – includes lessons, transcripts, and worksheets.) Watch the YouTube version of this episode here .…
Episode #38 – Does Your Marketing Speak to Your Ideal Client? Do you find you’re attracting prospects that aren’t a great fit (or not really attracting any new prospects without a lot of effort)? In this episode of the 401k Best Practices (Ask the Experts) podcast, I’m sharing another lesson from the New Instant Authority Masterclass on how to define your perfect client so your marketing attracts your perfect client by speaking to their needs, hopes, and desires. Mentioned in this episode: Instant Authority Masterclass ( Sign up for a free preview and access the first 5 lessons for free – includes lessons, transcripts, and worksheets.) Watch the YouTube version of this episode here .…
Episode #37 – The Four Core Fundamentals of Great Positioning If you want to position yourself as a 401(k) expert and authority, there are four core fundamentals you need to address. In this episode of the 401k Best Practices (Ask the Experts) podcast, I’m sharing another lesson from the New Instant Authority Masterclass on the four core fundamentals of strong online positioning. Mentioned in this episode: Instant Authority Masterclass ( Sign up for a free preview and access the first 5 lessons for free – includes lessons, transcripts, and worksheets.) Watch the YouTube version of this episode here . Read the article version here.…
Episode #36 – What Strong Online Positioning Can Do For You If a plan sponsor looked you up on line, would they see you as a trusted expert and authority in the 401(k) industry? In this episode of the 401k Best Practices (Ask the Experts) podcast, 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. Mentioned in this episode: Instant Authority Masterclass ( Sign up for a free preview and access the first 5 lessons for free – includes lessons, transcripts, and worksheets.) Watch the YouTube version of this episode here .…
Episode #35 – How a Printed Compliance File Can Help You Win New Business Looking for ways to demonstrate that you have a solid process in place to help plan sponsors? 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. Mentioned in this episode: The 401(k) Plan Compliance File Kit Read the article version of this topic (transcript included) here . Or watch the YouTube Video here . * In the story, the Plan Compliance file was a reason cited for the advisor winning the plan (it was not the ONLY reason). There is no promise or guarantee you will win a $200 million dollar plan by simply showing up with a binder ;-)… There is more to selling than that – but it can certainly help demonstrate your value visually.…
Episode #34 – Resource Review – Catapult (An RFP Solution) Looking for a turn-key, full-service, Request for Proposal (RFP) platform? In this episode of the 401k Best Practices (Ask the Experts) podcast, I’m talking with Justin Witz, Founder and CEO of Catapult HQ, Inc. about their RFP platform called “Catapult.” Mentioned in this episode: Catapult Read the article version of this topic (transcript included) here . Or watch the YouTube Video here .…
Episode #33 – Resource Review – PscNet (Profit Sharing Comparison System) Looking for an easy-to-use retirement plan design and proposal solution? I recently spoke 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). In this episode of the 401k Best Practices (Ask the Experts) podcast, I’m talking with Marco Brown, creator of PscNet about a software program that allows advisors to create plan design proposals comparing several types of qualified plans, (including Age Weighted, New Comparability, and Cash Balance Plans). Mentioned in this episode: PcsNet Read the article version of this topic here . Or watch the YouTube Video here .…
Episode #32 – Resource Review – The Retirement Analysis Kit (TRAK) Looking for a way to add tremendous value to the participants in the plans you serve? A tool that engages participants and helps move the needle on retirement readiness? In this episode of the 401k Best Practices (Ask the Experts) podcast, I’m talking with Ed Dressel from RetireReady Solutions about their flagship software product called The Retirement Analysis Kit, better known as TRAK. Mentioned in this episode: RetireReady.com (TRAK) Read the article version of this topic here . Or watch the YouTube Video here .…
Episode #31 – Resource Review – PlanTools Looking for an investment monitoring program that gives you control over the parameters… and includes the ability to customize each IPS, a built-in CRM, a client vault, a fiduciary education center – and more!? In this episode of the 401k Best Practices (Ask the Experts) podcast, I’m talking with David Witz from Fiduciary Risk Assessment about their software called PlanTools . Mentioned in this episode: PlanTools Read the article version of this topic here. Or watch the YouTube Video here .…
Episode #30 – Resource Review – 401kGrabNGo Looking for strategies, scripts, and ideas to get more 401k sales opportunities (and close them and then service them?)… In this episode of the 401k Best Practices (Ask the Experts) podcast, I’m talking with Andy Hudson from 401(k) Champions about a valuable resource they offer advisors called 401kGrabNGo. Mentioned in this episode: 401kGrabNGo Book: The 401(k) Sales Champion Online Course Hosting Platform: Kajabi Bi-Monthly Coaching Calls: 401(k) Sales Calls Read the article version of this topic here. Or watch the YouTube Video here . Note: I think is such a valuable resource for 401(k) advisors – especially those just starting out or looking for prospecting and servicing ideas – that I’m buying it for anyone who joins the 401k Quarterback program (full template library access) – or anyone who purchases just the single Prospect Drip Content in a Box Kit.…
Episode #29 – How to Get New 401k Leads into Your Pipeline Want more 401k leads? Not sure the most effective methods or where to start? In this episode of the 401k Best Practices (Ask the Experts) podcast, 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 conducted on this site). Mentioned in this episode: Participate in the 2022 401k Marketing Effectiveness Survey here Read the article version of this topic here . Or watch the YouTube Video here (coming soon). Disclaimer: The information provided in these videos is for professional use only and not for use with plan sponsors or plan participants.…
Episode #28 – Using 401k Titles – Marketing Genius or Something Else? I have a question I’d like to pose to you – and would love your opinion… In this episode of the 401k Best Practices (Ask the Experts) podcast, 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… Mentioned in this episode: The 401k Business in a Box Template Library – and the 401k Quarterback Option Influence – The Psychology of Persuasion by Robert B. Cialdini, Ph.D. Read the article version of this topic here . Or watch the YouTube Video here (coming soon). Disclaimer: The information provided in these videos is for professional use only and not for use with plan sponsors or plan participants.…
Episode #27 – Creating Your Own Unique 401k Service Process How can you avoid the commoditization trap – selling the same products and services as everyone else and competing on price? In this episode of the 401k Best Practices (Ask the Experts) podcast, I’m sharing one way to package your services that allow you to sell value and the experience you’re taking your clients through (instead of your products and services). Mentioned in this episode: The 401k Business in a Box Template Library – and the 401k Quarterback Option Read the article version of this topic here . Or watch the YouTube Video here (coming soon). Disclaimer: The information provided in these videos is for professional use only and not for use with plan sponsors or plan participants.…
Episode #26 – 401k Prospecting and Conversion Tips How do you get in front of more 401k prospects? What’s the best marketing strategy to use? And how do you convert those prospects to clients? In this episode of the 401k Best Practices (Ask the Experts) podcast, I’m sharing a few strategies on common marketing methods that work, the key to success in marketing, and tips to convert those prospects to clients. Mentioned in this episode: The Free 3-Part Training Titled: The Secrets to Closing More Business and Scaling Your 401k Practice << go there to access the workbook, free templates, downloads, and more… The 401k Business in a Box Template Library – and the 401k Quarterback Option Read the article version of this topic here . Or watch the YouTube Video here (coming soon). Disclaimer: The information provided in these videos is for professional use only and not for use with plan sponsors or plan participants.…
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