37 episodes

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.

Ask the 401k Experts Sharon Pivirotto

    • Business
    • 3.6 • 5 Ratings

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.

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

    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.

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

    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
    401kExperts 037: The Four Core Fundamentals of Great Positioning

    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.

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

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

    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.

    • 3 min
    401kExperts 034: Resource Review - Catapult

    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."

    • 14 min

Customer Reviews

3.6 out of 5
5 Ratings

5 Ratings

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