Ask the Experts

Sharon Pivirotto
  • 3.8 (6)
  • INVESTING

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. #42 – Resource Review – Strad (A Virtual Family Office Platform)

    FEB 3

    #42 – Resource Review – Strad (A Virtual Family Office Platform)

    Ask the Experts Episode #42 features a behind-the-scenes review of Strad, a virtual family office platform built for advisors. In this episode, Sharon Pivirotto speaks with Russell Dow about how Strad helps advisors centralize client information, deliver a family office experience, and differentiate their client service model.

    28 min
  2. #41 – Resource Review – Savology Financial Wellness Platform

    JAN 31

    #41 – Resource Review – Savology Financial Wellness Platform

    Ask the Experts Episode #41 features a behind-the-scenes review of the Savology Financial Wellness Platform. In this episode, Sharon Pivirotto speaks with Brock Klementson about how advisors are using Savology to deliver financial wellness at scale, support middle-market clients, and add value to retirement plan relationships without adding more work to their practice.

    21 min
  3. #40 – Resource Review – The 401k Advisor Playbook

    10/08/2024

    #40 – Resource Review – The 401k 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
  4. #39 – Why Your Story is So Valuable in Marketing

    11/19/2022

    #39 – 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
  5. #38 – Does Your Marketing Speak to Your Ideal Client?

    11/18/2022

    #38 – 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
  6. #37- The Four Core Fundamentals of Great Positioning

    11/17/2022

    #37- 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
  7. #36 – What Strong Online Positioning Can Do For You

    11/16/2022

    #36 – 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
  8. #35 – How a Printed Compliance File Can Help You Win New Business

    11/10/2022

    #35 – 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
See All (40)

Ratings & Reviews

3.8
out of 5
6 Ratings

About

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.

Information

  • Creator
    Sharon Pivirotto
  • Years Active
    2015 - 2026
  • Episodes
    40
  • Rating
    Clean
  • Copyright
    © %s Sharon Pivirotto
  • Show Website
    Ask the Experts