Ask the 401k Experts

Sharon Pivirotto

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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.

08/10/2024

401kExperts 040: Resource Review - The 401(k) Advisor Playbook

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.

9 min
19/11/2022

401kExperts 039: Why Your Story is So Valuable in Marketing

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.

9 min
18/11/2022

401kExperts 038: Does Your Marketing Speak to Your Ideal Client?

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.

10 min
17/11/2022

401kExperts 037: The Four Core Fundamentals of Great Positioning

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.

6 min
16/11/2022

401kExperts 036: What Strong Online Positioning Can Do For You

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.

7 min
10/11/2022

401kExperts 035: How a Printed Compliance File Can Help You Win New Business

#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.

4 min
12/09/2022

401kExperts 034: Resource Review - Catapult

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

15 min
05/09/2022

401kExperts 033: Resource Review - PscNet

#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).

12 min

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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.

Création

Sharon Pivirotto
Années d’activité

2015 - 2024
Épisodes

38
Classification

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Ask the 401k Experts

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Ask the 401k Experts

401kExperts 040: Resource Review - The 401(k) Advisor Playbook

401kExperts 039: Why Your Story is So Valuable in Marketing

401kExperts 038: Does Your Marketing Speak to Your Ideal Client?

401kExperts 037: The Four Core Fundamentals of Great Positioning

401kExperts 036: What Strong Online Positioning Can Do For You

401kExperts 035: How a Printed Compliance File Can Help You Win New Business

401kExperts 034: Resource Review - Catapult

401kExperts 033: Resource Review - PscNet

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À propos

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Ask the 401k Experts

Épisodes

401kExperts 040: Resource Review - The 401(k) Advisor Playbook

401kExperts 039: Why Your Story is So Valuable in Marketing

401kExperts 038: Does Your Marketing Speak to Your Ideal Client?

401kExperts 037: The Four Core Fundamentals of Great Positioning

401kExperts 036: What Strong Online Positioning Can Do For You

401kExperts 035: How a Printed Compliance File Can Help You Win New Business

401kExperts 034: Resource Review - Catapult

401kExperts 033: Resource Review - PscNet

Notes et avis

À propos

Informations

Vous aimeriez peut‑être aussi