10 episodes

The Ask the Experts 401k Best Practices 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.

Ask the 401k Experts Sharon Pivirotto

    • Investing

The Ask the Experts 401k Best Practices 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.

    Limited Edition – L4 – Prospecting and Conversion

    Limited Edition – L4 – Prospecting and Conversion

    Limited Edition - L4 - Prospecting and Conversion

    Limited Edition – L3 – How to Scale with Segmented Service Models

    Limited Edition – L3 – How to Scale with Segmented Service Models

    Limited Edition - L3 - How to Scale Your 401k Business Through Segmented Service Models

    Limited Edition – L2 – Becoming the Expert and Educator

    Limited Edition – L2 – Becoming the Expert and Educator

    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

    Limited Edition – L1 – How to Differentiate Yourself to Close More Plans

    Limited Edition – L1 – How to Differentiate Yourself to Close More Plans

    Limited Edition - L1 - How to Differentiate Yourself to Close More Plans - Learn the Secrets to Closing More Business and Scaling Your 401k Practice

    #11 – Does Your Client Experience Make You Referable

    #11 – Does Your Client Experience Make You Referable

    #11 In this episode, I talk about being referable, starting with looking at your business from your clients' perspective.

    • 10 min
    #10 – An Email Nurture Sequence to Turn 401k Leads into Clients

    #10 – An Email Nurture Sequence to Turn 401k Leads into Clients

    Episode #10 In this episode I share email follow-up strategies that can help you convert 401k leads into clients

    • 9 min

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