Ask the 401k Experts

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.

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.

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.

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.

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.

#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.

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

#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).

#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.

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

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

#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).

#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...

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

#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)

#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.

#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.

#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

#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.

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

#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

#19 - In this episode, I share the first step you should take before you post anything on social media

#18 - In this episode, we're talking about the types of content to share on your social media profiles

#17 - In this episode, I'm sharing my recommendation for how much time you should be spending on social media each week.

#16 - In this episode, I'm sharing my "Free Template Tuesday" strategy you can swipe to grow your 401k prospect list

#15 - In this episode, I'm talking about 3 reasons I believe you should be on social media...

#14 - In this episode, I'm sharing a super-simple social media planning strategy to make coming up with content to post easy.

#13 - In this episode, I share 3 ways you can grow your 401k business.

#12 - In this episode, I talk about setting (or reevaluating) your 401k business goals for the year and what's needed to crush your goals for this year.

Limited Edition - L4 - Prospecting and Conversion The post Limited Edition – L4 – Prospecting and Conversion appeared first on 401k Best Practices.

Limited Edition - L3 - How to Scale Your 401k Business Through Segmented Service Models The post Limited Edition – L3 – How to Scale with Segmented Service Models appeared first on 401k Best Practices.

Limited Edition - L2 - How to leverage other people's content to become the educator and expert, and how to use that skill to get more leads and offer more value The post Limited Edition – L2 – Becoming the Expert and Educator appeared first on 401k Best Practices.

Limited Edition - L1 - How to Differentiate Yourself to Close More Plans - Learn the Secrets to Closing More Business and Scaling Your 401k Practice The post Limited Edition – L1 – How to Differentiate Yourself to Close More Plans appeared first on 401k Best Practices.

#11 In this episode, I talk about being referable, starting with looking at your business from your clients' perspective. The post #11 – Does Your Client Experience Make You Referable appeared first on 401k Best Practices.

Episode #10 In this episode I share email follow-up strategies that can help you convert 401k leads into clients The post #10 – An Email Nurture Sequence to Turn 401k Leads into Clients appeared first on 401k Best Practices.

Episode #9 Capturing 401k Leads Online - In this episode, we're going to talk about how to turn online prospects into leads... The post #9 – Capturing 401k Leads Online appeared first on 401k Best Practices.

Episode #8 What plan sponsors are searching for online the one marketing strategy that will get you in front of more plan sponsors... The post #8 – What Plan Sponsors are Searching For appeared first on 401k Best Practices.

Episode #7 What is your origin story... how did you get here? Advisors often ask how they can build their trust, credibility, and authority online and a frequent answer I give is to make sure you "story" is very clear in your marketing. The post #7 – What is Your Origin Story? appeared first on 401k Best Practices.

Episode #6 - DALBAR's Certification of Reasonableness - An independent certification of compliance with ERISA Section 408(b)2. In this interview with Cory Clark of DALBAR, Inc., you'll learn about the Certification of Reasonableness - an independent certification of compliance with ERISA Section 408(b)2. The post #6 – Certification of (Fee) Reasonableness appeared first on 401k Best Practices.

Episode #5 DALBAR's Registered Fiduciary (RF ) Certification with Cory Clark - In this interview with Cory Clark of DALBAR, Inc., you'll learn about the Registered Fiduciary (RF ) certification identifies financial professionals that have achieved pertinent academic qualifications and licenses, learned required practices, and have passed a background check. The post #5 – DALBAR’s Registered Fiduciary (RF) Certification appeared first on 401k Best Practices.

Episode #4 Active 401k (Sponsored) a Marketing Tool and Advice Solution With Craig Wear NOTE – This tool is no longer available for access by the public. I recently came across a third party platform called Active 401k. They offer an online, automated, account advice solution that makes the asset allocation and quarterly rebalancing […] The post #4 – Active 401k appeared first on 401k Best Practices.

Episode #3 The Why and How of Fiduciary Training for Investment Committees With our Expert Panelists weighing in Since one thing I ve always felt strongly about is the need for education by both 401k professionals and plan sponsors that have decision-making authority (see The Need for 401k Specialization), when a reader recently posed a question […] The post #3 – Plan Sponsor Education appeared first on 401k Best Practices.

Episode #2 Business Plans With Maria Marsala If you re trying to create a business growth strategy without first creating a business plan, then you need to listen to this episode of the 401k Best Practices Podcast. In this episode, I interview Maria Marsala, Founder of Elevating Your Business, and Business coach to financial advisors, planners and brokers. […] The post #2 – Business Plans appeared first on 401k Best Practices.

Episode #1 Advisory Boards With Stephen Wershing If you re looking for ways to grow your 401k Practice, then you need to learn more about this referral marketing strategy that involves setting up Client Advisory Boards. In this episode, I interview Stephen Wershing, President of the Client Driven Practice and Author of Stop Asking for […] The post #1 – Advisory Boards appeared first on 401k Best Practices.