Ask the 401k Experts

Sharon Pivirotto
  • 3,8 (6)
  • INVESTIMENTOS
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.

  1. 401kExperts 040: Resource Review - The 401(k) Advisor Playbook

    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.

    9min
  2. 401kExperts 039: Why Your Story is So Valuable in Marketing

    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.

    9min
  3. 401kExperts 038: Does Your Marketing Speak to Your Ideal Client?

    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.

    10min
  4. 401kExperts 037: The Four Core Fundamentals of Great Positioning

    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.

    6min
  5. 401kExperts 036: What Strong Online Positioning Can Do For You

    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.

    7min
  6. 401kExperts 035: How a Printed Compliance File Can Help You Win New Business

    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.

    4min
  7. 401kExperts 034: Resource Review - Catapult

    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."

    15min
  8. 401kExperts 033: Resource Review - PscNet

    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).

    12min
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Classificações e avaliações

3,8
de 5
6 avaliações

Sobre

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.

Informações

  • Criado por
    Sharon Pivirotto
  • Anos de atividade
    2015 - 2024
  • Episódios
    38
  • Classificação
    Livre
  • Copyright
    © 2025 Sharon Pivirotto
  • Site do podcast
    Ask the 401k Experts

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