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 – 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 - 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 - Learn the Secrets to Closing More Business and Scaling Your 401k Practice
#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 – 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