Ask the Experts

Sharon Pivirotto
  • 3,2 (6)
  • Инвестиции

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. #44 – Resource Review – 401(k) Annuity Hub

    24 апр.

    #44 – Resource Review – 401(k) Annuity Hub

    Ask the Experts Episode #44 features a resource review of the 401(k) Annuity Hub. In this episode, Sharon Pivirotto speaks with Tomika Tolland about how advisors can simplify the evaluation and implementation of lifetime income solutions within retirement plans.

    12 мин.
  2. #43 – Resource Review – Radish Plan (Performance-Based Profit Sharing)

    25 мар.

    #43 – Resource Review – Radish Plan (Performance-Based Profit Sharing)

    Ask the Experts Episode #43 features a resource review of Radish Plan, a performance-based profit sharing solution. In this episode, Sharon Pivirotto speaks with Kyle Bagley about how Radish connects employee behavior to retirement contributions to improve engagement, retention, and participation.

    11 мин.
  3. #42 – Resource Review – Strad (A Virtual Family Office Platform)

    3 февр.

    #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 мин.
  4. #41 – Resource Review – Savology Financial Wellness Platform

    31 янв.

    #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 мин.
  5. #40 – Resource Review – The 401k Advisor Playbook

    08.10.2024

    #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 мин.
  6. #39 – Why Your Story is So Valuable in Marketing

    19.11.2022

    #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 мин.
  7. #38 – Does Your Marketing Speak to Your Ideal Client?

    18.11.2022

    #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 мин.
  8. #37- The Four Core Fundamentals of Great Positioning

    17.11.2022

    #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 мин.
См. все (42)

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3,2
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Оценок: 6

Об этом подкасте

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.

Информация

  • Автор
    Sharon Pivirotto
  • Годы выхода
    2015 - 2026
  • Выпуски
    42
  • Ограничения
    Без ненормативной лексики
  • Авторские права
    © %s Sharon Pivirotto
  • Сайт подкаста
    Ask the Experts