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المحتوى المقدم من 401kbestpractices.com and Sharon Pivirotto. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة 401kbestpractices.com and Sharon Pivirotto أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
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Netflix Sports Club Podcast


1 America’s Sweethearts: Dallas Cowboys Cheerleaders Season 2 - Tryouts, Tears, & Texas 32:48
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America’s Sweethearts: Dallas Cowboys Cheerleaders is back for its second season! Kay Adams welcomes the women who assemble the squad, Kelli Finglass and Judy Trammell, to the Netflix Sports Club Podcast. They discuss the emotional rollercoaster of putting together the Dallas Cowboys Cheerleaders. Judy and Kelli open up about what it means to embrace flaws in the pursuit of perfection, how they identify that winning combo of stamina and wow factor, and what it’s like to see Thunderstruck go viral. Plus, the duo shares their hopes for the future of DCC beyond the field. Netflix Sports Club Podcast Correspondent Dani Klupenger also stops by to discuss the NBA Finals, basketball’s biggest moments with Michael Jordan and LeBron, and Kevin Durant’s international dominance. Dani and Kay detail the rise of Coco Gauff’s greatness and the most exciting storylines heading into Wimbledon. We want to hear from you! Leave us a voice message at www.speakpipe.com/NetflixSportsClub Find more from the Netflix Sports Club Podcast @NetflixSports on YouTube, TikTok, Instagram, Facebook, and X. You can catch Kay Adams @heykayadams and Dani Klupenger @daniklup on IG and X. Be sure to follow Kelli Finglass and Judy Trammel @kellifinglass and @dcc_judy on IG. Hosted by Kay Adams, the Netflix Sports Club Podcast is an all-access deep dive into the Netflix Sports universe! Each episode, Adams will speak with athletes, coaches, and a rotating cycle of familiar sports correspondents to talk about a recently released Netflix Sports series. The podcast will feature hot takes, deep analysis, games, and intimate conversations. Be sure to watch, listen, and subscribe to the Netflix Sports Club Podcast on YouTube, Spotify, Tudum, or wherever you get your podcasts. New episodes on Fridays every other week.…
Ask the 401k Experts
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المحتوى المقدم من 401kbestpractices.com and Sharon Pivirotto. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة 401kbestpractices.com and Sharon Pivirotto أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
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.
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المحتوى المقدم من 401kbestpractices.com and Sharon Pivirotto. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة 401kbestpractices.com and Sharon Pivirotto أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
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.
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1 401kExperts 040: Resource Review - The 401(k) Advisor Playbook 9:09
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Episode #40 – Resource Review – The 401(k) Advisor Playbook A lot of advisors ask me if I offer coaching as a service. I don’t but I know someone who does. Andy Hudson has recently launched a new program for Advisors to help you grow your 401k plan practice. In this episode of the 401k Best Practices (Ask the Experts) podcast, I’m giving you a behind-the-scenes review of The 401(k) Advisor Playbook – part of the coaching program 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. Mentioned in this episode: The 401(k) Advisor Playbook – a Coaching Program found at 401kchampions.com Watch the YouTube version of this episode here so you can see exactly what you get inside this program.…

1 401kExperts 039: Why Your Story is So Valuable in Marketing 8:55
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Episode #39 – Why Your Story is so Valuable in Marketing We all know the power of stories (in teaching, for remembering what we hear, for engaging people, etc.) and in marketing – stories can create a connection more powerful than any other type of communication. In this episode of the 401k Best Practices (Ask the Experts) podcast, 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. Mentioned in this episode: Instant Authority Masterclass ( Sign up for a free preview and access the first 5 lessons for free – includes lessons, transcripts, and worksheets.) Watch the YouTube version of this episode here .…

1 401kExperts 038: Does Your Marketing Speak to Your Ideal Client? 10:15
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Episode #38 – Does Your Marketing Speak to Your Ideal Client? Do you find you’re attracting prospects that aren’t a great fit (or not really attracting any new prospects without a lot of effort)? In this episode of the 401k Best Practices (Ask the Experts) podcast, I’m sharing another lesson from the New Instant Authority Masterclass on how to define your perfect client so your marketing attracts your perfect client by speaking to their needs, hopes, and desires. Mentioned in this episode: Instant Authority Masterclass ( Sign up for a free preview and access the first 5 lessons for free – includes lessons, transcripts, and worksheets.) Watch the YouTube version of this episode here .…

1 401kExperts 037: The Four Core Fundamentals of Great Positioning 5:39
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Episode #37 – The Four Core Fundamentals of Great Positioning If you want to position yourself as a 401(k) expert and authority, there are four core fundamentals you need to address. In this episode of the 401k Best Practices (Ask the Experts) podcast, I’m sharing another lesson from the New Instant Authority Masterclass on the four core fundamentals of strong online positioning. Mentioned in this episode: Instant Authority Masterclass ( Sign up for a free preview and access the first 5 lessons for free – includes lessons, transcripts, and worksheets.) Watch the YouTube version of this episode here . Read the article version here.…

1 401kExperts 036: What Strong Online Positioning Can Do For You 7:22
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Episode #36 – What Strong Online Positioning Can Do For You If a plan sponsor looked you up on line, would they see you as a trusted expert and authority in the 401(k) industry? In this episode of the 401k Best Practices (Ask the Experts) podcast, 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. Mentioned in this episode: Instant Authority Masterclass ( Sign up for a free preview and access the first 5 lessons for free – includes lessons, transcripts, and worksheets.) Watch the YouTube version of this episode here .…

1 401kExperts 035: How a Printed Compliance File Can Help You Win New Business 3:30
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Episode #35 – How a Printed Compliance File Can Help You Win New Business Looking for ways to demonstrate that you have a solid process in place to help plan sponsors? 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. Mentioned in this episode: The 401(k) Plan Compliance File Kit Read the article version of this topic (transcript included) here . Or watch the YouTube Video here . * In the story, the Plan Compliance file was a reason cited for the advisor winning the plan (it was not the ONLY reason). There is no promise or guarantee you will win a $200 million dollar plan by simply showing up with a binder ;-)… There is more to selling than that – but it can certainly help demonstrate your value visually.…

1 401kExperts 034: Resource Review - Catapult 14:48
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Episode #34 – Resource Review – Catapult (An RFP Solution) Looking for a turn-key, full-service, Request for Proposal (RFP) platform? In this episode of the 401k Best Practices (Ask the Experts) podcast, I’m talking with Justin Witz, Founder and CEO of Catapult HQ, Inc. about their RFP platform called “Catapult.” Mentioned in this episode: Catapult Read the article version of this topic (transcript included) here . Or watch the YouTube Video here .…

1 401kExperts 033: Resource Review - PscNet 12:01
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Episode #33 – Resource Review – PscNet (Profit Sharing Comparison System) Looking for an easy-to-use retirement plan design and proposal solution? I recently spoke 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). In this episode of the 401k Best Practices (Ask the Experts) podcast, I’m talking with Marco Brown, creator of PscNet about a software program that allows advisors to create plan design proposals comparing several types of qualified plans, (including Age Weighted, New Comparability, and Cash Balance Plans). Mentioned in this episode: PcsNet Read the article version of this topic here . Or watch the YouTube Video here .…

1 401kExperts 032: Resource Review - TRAK 21:11
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Episode #32 – Resource Review – The Retirement Analysis Kit (TRAK) Looking for a way to add tremendous value to the participants in the plans you serve? A tool that engages participants and helps move the needle on retirement readiness? In this episode of the 401k Best Practices (Ask the Experts) podcast, I’m talking with Ed Dressel from RetireReady Solutions about their flagship software product called The Retirement Analysis Kit, better known as TRAK. Mentioned in this episode: RetireReady.com (TRAK) Read the article version of this topic here . Or watch the YouTube Video here .…

1 401kExperts 031: Resource Review - PlanTools 29:39
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Episode #31 – Resource Review – PlanTools Looking for an investment monitoring program that gives you control over the parameters… and includes the ability to customize each IPS, a built-in CRM, a client vault, a fiduciary education center – and more!? In this episode of the 401k Best Practices (Ask the Experts) podcast, I’m talking with David Witz from Fiduciary Risk Assessment about their software called PlanTools . Mentioned in this episode: PlanTools Read the article version of this topic here. Or watch the YouTube Video here .…

1 401kExperts 030: Resource Review - 401kGrabNGo 12:45
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Episode #30 – Resource Review – 401kGrabNGo Looking for strategies, scripts, and ideas to get more 401k sales opportunities (and close them and then service them?)… In this episode of the 401k Best Practices (Ask the Experts) podcast, I’m talking with Andy Hudson from 401(k) Champions about a valuable resource they offer advisors called 401kGrabNGo. Mentioned in this episode: 401kGrabNGo Book: The 401(k) Sales Champion Online Course Hosting Platform: Kajabi Bi-Monthly Coaching Calls: 401(k) Sales Calls Read the article version of this topic here. Or watch the YouTube Video here . Note: I think is such a valuable resource for 401(k) advisors – especially those just starting out or looking for prospecting and servicing ideas – that I’m buying it for anyone who joins the 401k Quarterback program (full template library access) – or anyone who purchases just the single Prospect Drip Content in a Box Kit.…

1 401kExperts 029: How to Get New 401k Leads into Your Pipeline 7:50
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Episode #29 – How to Get New 401k Leads into Your Pipeline Want more 401k leads? Not sure the most effective methods or where to start? In this episode of the 401k Best Practices (Ask the Experts) podcast, I’m sharing some intel on the best 401k prospecting methods to help you get new 401k leads into your pipeline (from the Marketing Effectiveness Survey conducted on this site). Mentioned in this episode: Participate in the 2022 401k Marketing Effectiveness Survey here Read the article version of this topic here . Or watch the YouTube Video here (coming soon). Disclaimer: The information provided in these videos is for professional use only and not for use with plan sponsors or plan participants.…

1 401kExperts 028: Using 401k Titles - Marketing Genius or Something Else? 4:53
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Episode #28 – Using 401k Titles – Marketing Genius or Something Else? I have a question I’d like to pose to you – and would love your opinion… In this episode of the 401k Best Practices (Ask the Experts) podcast, I’m sharing my thoughts on using 401k titles (like 401k Quarterback, 401k Coach, etc.), what Robert Cialdini says about titles, and then I’d love to get your opinion… Mentioned in this episode: The 401k Business in a Box Template Library – and the 401k Quarterback Option Influence – The Psychology of Persuasion by Robert B. Cialdini, Ph.D. Read the article version of this topic here . Or watch the YouTube Video here (coming soon). Disclaimer: The information provided in these videos is for professional use only and not for use with plan sponsors or plan participants.…

1 401kExperts 027: Creating Your Own Unique 401k Service Process 6:45
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Episode #27 – Creating Your Own Unique 401k Service Process How can you avoid the commoditization trap – selling the same products and services as everyone else and competing on price? In this episode of the 401k Best Practices (Ask the Experts) podcast, I’m sharing one way to package your services that allow you to sell value and the experience you’re taking your clients through (instead of your products and services). Mentioned in this episode: The 401k Business in a Box Template Library – and the 401k Quarterback Option Read the article version of this topic here . Or watch the YouTube Video here (coming soon). Disclaimer: The information provided in these videos is for professional use only and not for use with plan sponsors or plan participants.…

1 401kExperts 026: 401k Prospecting and Conversion Tips 6:48
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Episode #26 – 401k Prospecting and Conversion Tips How do you get in front of more 401k prospects? What’s the best marketing strategy to use? And how do you convert those prospects to clients? In this episode of the 401k Best Practices (Ask the Experts) podcast, I’m sharing a few strategies on common marketing methods that work, the key to success in marketing, and tips to convert those prospects to clients. Mentioned in this episode: The Free 3-Part Training Titled: The Secrets to Closing More Business and Scaling Your 401k Practice << go there to access the workbook, free templates, downloads, and more… The 401k Business in a Box Template Library – and the 401k Quarterback Option Read the article version of this topic here . Or watch the YouTube Video here (coming soon). Disclaimer: The information provided in these videos is for professional use only and not for use with plan sponsors or plan participants.…

1 401kExperts 025: How to Scale Your 401k Business with Segmented Service Models 6:32
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Episode #25 – How to Scale Your 401k Business with Segmented Service Models Trying to find ways to scale your 401k business (or put a system in place so you can scale easily as you grow your 401k business?)… In this episode of the 401k Best Practices (Ask the Experts) podcast, I’m sharing what your service model needs for every plan, and how to put a system in place to manage the small plans and the big plans, from 2 plans up to 200 plans. Mentioned in this episode: The Free 3-Part Training Titled: The Secrets to Closing More Business and Scaling Your 401k Practice << go there to access the workbook, free templates, downloads, and more… Read the article version of this topic here . Or watch the YouTube Video here (coming soon). Disclaimer: The information provided in these videos is for professional use only and not for use with plan sponsors or plan participants.…

1 401kExperts 024: How to Build Authority as a 401k Educator 7:31
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Episode #24 – How to Build Authority as a 401k Educator Looking for ways to build authority as a 401k expert and educator – but not sure where to start? In this episode of the 401k Best Practices (Ask the Experts) podcast, I’m sharing severals ways you can leverage industry resources to create valuable content to send to your prospects and clients, and be seen as the expert and educator. Mentioned in this episode: The Free 3-Part Training Titled: The Secrets to Closing More Business and Scaling Your 401k Practice << go there to access the workbook, free templates, downloads, and more… Sources for sharable news and content: PLANSPONSOR.com PSCA.org SHRM.org Books and publications to use as topic starters for creating content: Best Practices for Investment Committees available through Thornburg Investment Management Prudent Practices from fi360 DOL Publications Read the article version of this topic here . Or watch the YouTube Video here (coming soon). Disclaimer: The information provided in these videos is for professional use only and not for use with plan sponsors or plan participants.…

1 401kExperts 023: How to Differentiate Yourself as a 401k Advisor 7:54
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Episode #23 – How to Differentiate Yourself as a 401k Advisor Looking for ways to differentiate yourself as a 401k advisor to make it easier to compete for (and win) new business? In this episode of the 401k Best Practices (Ask the Experts) podcast, I’m sharing a cliff-notes version of a full-length training on DIFFERENTIATION – how to differentiate yourself and not sound like everyone else (hint – it starts with your pitchbook). Mentioned in this episode: The Free 3-Part Training Titled: The Secrets to Closing More Business and Scaling Your 401k Practice << go there to access the workbook, free templates and downloads, etc. Read the article version of this topic here . Or watch the YouTube Video here (coming soon). Disclaimer: The information provided in these videos is for professional use only and not for use with plan sponsors or plan participants.…

1 401kExperts 022: Becoming a 401k Specialist: 3 Training Programs I Recommend 7:46
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Episode #22 – Becoming a 401k Specialist: 3 Training Programs I Recommend If you’re not sure which 401k designation or certification program to pursue first (or next)… In this episode of the 401k Best Practices (Ask the Experts) podcast, I share 3 programs I’d recommend you start with on your path to becoming a 401k specialist. Mentioned in this episode: The Retirement Plan Professional’s Designation & Certification Guide The 401(k) Practice Builder Certificate Program by NAPA The Professional Plan Consultant (PPC) Program by fi360 The Accredited Fiduciary Investment Analyst (AIFA) by fi360 The Certified Plan Fiduciary Advisor (CPFA) program by NAPA . Read the article version of this topic here . Or watch the YouTube Video here (coming soon). Disclaimer: The information provided in these videos is for professional use only and not for use with plan sponsors or plan participants.…

1 401kExperts 021: New 401k Advisor - Start Here 9:07
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Episode #21 – New 401k Advisor? Start Here… Every week I field questions from advisors about how to get started in the 401k industry and how to get new business. In this episode of the 401k Best Practices (Ask the Experts) podcast, I’m sharing a few tips for getting started in the 401k industry. Mentioned in this episode: The Retirement Plan Professional’s Designation & Certification Guide 38 Prospecting Strategies for Generating Leads (in the Free Resource Section on this site) Acceleration Retirement (Lead Gen Firm) Read the article version of this topic here . Or watch the YouTube Video here (coming soon). Disclaimer: The information provided in these videos is for professional use only and not for use with plan sponsors or plan participants.…

1 401kExperts 020: Three Done-For-You Social Media Marketing Resources 11:01
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Episode #20 – 3 Done-For-You Social Media Marketing Resources Looking for done-for-you resources to kickstart your social media marketing strategy? I have some in the 401k Business in a Box library, but so does my competition… In this episode of the 401k Best Practices (Ask the Experts) podcast, I’m sharing 3 other resources you might want to consider if you’re looking for social media content so you can hit the ground running. To summarize I recently referred my competition to an advisor looking for drip content… You should know your competition and their strengths and weaknesses and be willing to pass on a client if they’re not a great fit for you I offer a Social Media Posts in a box kit, but there are other options that will do the posting and automation for you Mentioned in this episode: My Resource: The Social Media Posts in a Box Complete Kit (401k industry specific) My Competition: Snappy Kraken’s Digital Content and Marketing Automation Service (not 401k specific)** My Competition: 401k Marketing’s Digital Content (401k industry specific) My Competition: Oechsli’s Social Media Content Options (not 401k specific) Read the article version of this topic here. Or watch the YouTube Video here (coming soon). Don't miss out on all the strategies we'll be sharing in the future. Subscribe via iTunes to get access to future episodes and don't forget to leave a rating in iTunes . It helps more people find the show. Disclaimer: The information provided in these videos is for professional use only and not for use with plan sponsors or plan participants. I am NOT an affiliate of any outside resource mentioned in today’s podcast. **Note – the day after this podcast went live, Snappy Kraken announced they were increasing their fees by $600/month (so if you hear a different price in the podcast as what’s on their site – that’s why).…

1 401kExperts 019: Do This Before Posting on Social Media 3:14
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Episode #19 – What You Should Do Before You Start Posting on Social Media So you’ve made the decision to use social media as a marketing strategy. Now, there’s something you need to do before you start posting. In this episode of the 401k Best Practices (Ask the Experts) podcast, I’m sharing the important step you need to take before you start posting on social media. To summarize Make sure you have your house in order (social media profiles set up properly) Mirror the branding on your website across your social media profile cover (or header) images so there’s consistency and a recognizable brand identity Update the “About Me” or bio language to be consistent Include a call to action (such as visit (insert url here) to get your free (thing – e.g. whitepaper, checklist, case study, etc.) Mentioned in this episode: The Social Media Posts in a Box Complete Kit Read the article version of this topic here. Or watch the YouTube Video here (coming soon). Don't miss out on all the strategies we'll be sharing in the future. Subscribe via iTunes to get access to future episodes and don't forget to leave a rating in iTunes . It helps more people find the show. Disclaimer: The information provided in these videos is for professional use only and not for use with plan sponsors or plan participants.…

1 401kExperts 018: What Advisors Should Post on Social Media 5:45
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Episode #18 – What Advisors Should Post on Social Media If you’re not sure what to post on your social media accounts (or think it should be all business and educational) – then this episode will shed some light into what you should be posting. In this episode of the 401k Best Practices (Ask the Experts) podcast, we’re talking about the types of content to share on your social media profiles. To summarize First rule: It should not be all business all the time Choose three or four topics you’re passionate about and sprinkle those into what you share on social My examples: homeschooling, pets, books, and military (since I’m a veteran) Post a variety of formats: text posts, video, pictures or graphics, polls, etc. Want even more ideas – download this week’s free templates including 12 done-for-you graphics and a PDF with 20 ideas of what you might post on social in the Free Resources section of this blog Mentioned in this episode: The VIP Resource Library where you’ll find Free Template Tuesday downloads – this week’s Social Media Downloads: 12 done-for-you social media graphics for July (along with the text to post along with the graphic) a sample July posting calendar 20 ideas of what to post on social media Read the article version of this topic here. Or watch the YouTube Video here (coming soon). Don't miss out on all the strategies we'll be sharing in the future. Subscribe via iTunes to get access to future episodes and don't forget to leave a rating in iTunes . It helps more people find the show. Disclaimer: The information provided in these videos is for professional use only and not for use with plan sponsors or plan participants.…

1 401kExperts 017: How Much Time Should You Spend On Social Media Marketing Weekly 4:49
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Episode #17 – How Much Time Should You Spend On Social Media Marketing Weekly We’ve been talking a lot about social media as a marketing strategy in recent episodes. So today I want to answer the question that I’ve been getting, and that’s. “How much time do you actually need to spend doing social media every week?” In this episode of the 401k Best Practices (Ask the Experts) podcast, I’m sharing my recommendation for how much time you should be spending on social media each week. To summarize A study posted by Michael Kitces states the typical advisor is spending 14-20% of their time on marketing (8-10 hours a week) An article on Tony Vidler’s site says top producers, (elite advisors) are spending as much as 70% of their time on marketing (and have much higher annual revenue growth goals) I suggest 4 times a week, spend an hour (for a total of 4 hours a week) when you’re first getting started 1/3 of that time should be spent growing your following 2/3 of that time should be posting and engaging and responding to comments, etc. Mentioned in this episode: Kitces Blog Post – How Do Financial Advisors Actually Spend Their Time And The Limitations Of Productivity ? Tony Vidler Blog Post – How much TIME do super-successful advisers spend on marketing ? The VIP Resource Library where you’ll find Free Template Tuesday downloads – this week’s Social Media Downloads: 12 done-for-you social media graphics for July (along with the text to post along with the graphic) a sample July posting calendar 20 ideas of what to post on social media Read the article version of this topic here. Or watch the YouTube Video here (coming soon). Don't miss out on all the strategies we'll be sharing in the future. Subscribe via iTunes to get access to future episodes and don't forget to leave a rating in iTunes . It helps more people find the show. Disclaimer: The information provided in these videos is for professional use only and not for use with plan sponsors or plan participants.…

1 401kExperts 016: Swipe My Free Template Tuesday Strategy To Grow Your List 3:44
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Episode #16 – Swipe My Free Template Tuesday Strategy To Grow Your List If you want to learn a strategy that’s going to get plan sponsor prospects to your website and on your email lead list, then you’re going to want to hear the strategy I’m gonna share with you today. In this episode of the 401k Best Practices Ask the Experts podcast, I’m sharing my “Free Template Tuesday” strategy for list growth… To summarize Every Tuesday I add templates to the Free Resources Section of this blog (that people normally have to pay to access) I leave them up for a week only (to create a sense of urgency to take action) They get replaced by new templates each Tuesday You have to log in to the membership area of this site to access them (meaning you enter your email address and get on my prospect list) You can employ this same strategy in the 401k or financial business using Fiduciary Friday, Ask Me Anything Mondays, Monthly Free Training The concept is to give away something of value, regularly, that requires an email address to access it Mentioned in this episode: The VIP Resource Library where you’ll find Free Template Tuesday downloads – this week’s Social Media Downloads: 12 done-for-you social media graphics for July (along with the text to post along with the graphic) a sample July posting calendar 20 ideas of what to post on social media Read the article version of this topic here. Or watch the YouTube Video here (coming soon). Don't miss out on all the strategies we'll be sharing in the future. Subscribe via iTunes to get access to future episodes and don't forget to leave a rating in iTunes . It helps more people find the show. Disclaimer: The information provided in these videos is for professional use only and not for use with plan sponsors or plan participants.…

1 401kExperts 015: Three Reasons to Consider Social Media as a Marketing Strategy 7:33
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Episode #15 – 3 Reasons to Consider Social Media as a Marketing Strategy As a 401k Advisor, do you shy away from Social Media because you’re not sure if you need to spend anytime posting content online? In this episode of the 401k Best Practices Ask the Experts podcast, I’m talking about 3 reasons I believe you should be on social media… To summarize Statistics show more and more investors are making buying decisions through social media. Prospects will look you up online and what does a ghost town online presence say about you? It’s not actually difficult to implement a weekly posting strategy that justifies the time spent Mentioned in this episode: Podcast titled, “ A Super-Simple Social Media Planning Strategy ” (talking about Themes) The Social Media in a Box Complete Kit Read the article version of this topic here . Or watch the YouTube Video here (coming soon). Don't miss out on all the strategies we'll be sharing in the future. Subscribe via iTunes to get access to future episodes and don't forget to leave a rating in iTunes . It helps more people find the show. Disclaimer: The information provided in these videos is for professional use only and not for use with plan sponsors or plan participants.…

1 401kExperts 014: A Super Simple Social Media Planning Strategy 3:45
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Episode #14 – A Super Simple Social Media Planning Strategy Not sure what to post on your blog? On LinkedIn? On your social media profiles? Always searching for topics to talk about and share? In this episode of the 401k Best Practices Ask the Experts podcast, I’m sharing a super-simple social media planning strategy to make coming up with content to share easy. To summarize Identify a THEME for the week (or month) that you’ll post about (e.g. Fiduciary as your topic or theme, or Benchmarking) Create a subtopic of that theme and either find content to share, or create content around that topic to share and post just once a week on that topic (video, reshared article, definition, etc.) (e.g. How to limit fiduciary liability; What is a fiduciary; What fiduciary roles do most advisors take? etc.) Mentioned in this episode: Investment Committee Starter Kit (free at the bottom of the VIP Resource Library page) Read the article version of this topic here . Or watch the YouTube Video here (coming soon). Don't miss out on all the strategies we'll be sharing in the future. Subscribe via iTunes to get access to future episodes and don't forget to leave a rating in iTunes . It helps more people find the show. Disclaimer: The information provided in these videos is for professional use only and not for use with plan sponsors or plan participants.…

1 401kExperts 013: Three Ways to Grow Your 401k Business 4:32
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Episode #13 – Three Ways to Grow Your 401k Business If growing the revenue your 401k plan business brings in is a goal you have, you’ll want to listen to this episode. In this episode of the Ask the Experts podcast, we’re talking about 3 ways – or strategies – to grow your 401k Plan Book of Business To summarize One way to grow your 401k business revenue is to increase the number of clients. Another way is to increase your fees (be sure you know how your fees and service model stacks up to your competition through benchmarking) Another way is to increase the products you offer (e.g. adding an insurance discussion, or creating your own training) Mentioned in this episode: The Growth Path vs. the Guru Path (Blog Post) Fiduciary Decisions (advisor fee benchmarking resource) Fi360 (a Broadridge Company) (advisor fee benchmarking resource) Crush Your 401k Business Goals (recent podcast episode) Read the article version of this topic here . Or listen on YouTube here . Don't miss out on all the strategies we'll be sharing in the future. Subscribe via iTunes to get access to future episodes and don't forget to leave a rating in iTunes . It helps more people find the show. Disclaimer: The information provided in these videos is for professional use only and not for use with plan sponsors or plan participants.…

1 401kExperts 012: How to Crush Your 401k Business Goals 10:21
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Episode #12 – Crush Your 401k Business Goals Are you on track to meet your business goals for this year? Not sure? Maybe it’s time to review your goals for the year, or spend some time formalizing your goals so you can have your best year ever. In this episode of the Ask the Experts podcast, we’re talking about setting goals for your 401k business and mapping out the action that will help you accomplish those goals. To summarize It’s important to write your goals out and document the action it will take to achieve those goals. You can’t set your goals at the beginning of the year and hope you achieve them – it requires a regular review and willingness to pivot and adjust during the year. Your goals should include Service goals, Impact goals, Revenue Goals, and Growth goals. Your goals should be documented in the S.M.A.R.T. framework (specific, measurable, action-oriented, realistic, and time-specific). Use the Goal Setting Worksheet to document and plan out how you’ll meet your goals so you can crush it this year. ( Free in the VIP Resource Library here. ) Mentioned in this episode: Annual Goal-Setting Worksheet (in VIP Resource Library – must register for access, free to download) Read the article version of this topic here . Or watch the YouTube Video here . Don't miss out on all the strategies we'll be sharing in the future. Subscribe via iTunes to get access to future episodes and don't forget to leave a rating in iTunes . It helps more people find the show. Disclaimer: The information provided in these videos is for professional use only and not for use with plan sponsors or plan participants.…

1 401kExperts 011: Does Your Client Experience Make You Referable? 10:29
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Episode #11 Does Your Client Experience Make You Referable? Have you ever wondered why it's so challenging to get referrals? Have you ever wished you could just build your entire business exclusively on referrals and never have to market? In this episode of the Ask the Experts podcast, we're going to talk about being referable, starting with looking at your business from your clients' perspective. To summarize Being referable is way more than just doing what you say you're going to to and showing up on time. Creating wow experiences for your clients is one way of becoming referable. Audit your customer journey experience from prospect to client and beyond and identify how you can improve and create wow experiences. Implement change when you get feedback. For additional strategies relating to this topic, join the free 3-part training series where I'm sharing strategies and templates to help you differentiate, educate, and implement a solid customer service process by registering here . Mentioned in this episode: KiwiCo Free 3-Part Training Series Differentiate, Educate, Separate Transcript: Hey Sharon here. Have you ever wondered why it's so challenging to get referrals? Have you ever wished you could just build your entire business exclusively on referrals and never have to market? In this episode of the Ask the Experts podcast, we're going to talk about being referable, starting with looking at your business from your client's perspective. So here we go. I recently got an email in my inbox with a great subject line (I don't remember exactly what it was), but I believe it went something like, four things to guarantee referrals. That's a pretty big promise, right? So I started reading the email. The first thing said, Show up on time. Uh, really? The second thing said, Do what you say you're going to do. Yeah, that's really important. The third thing said, Be prepared. People, really?! I don't remember what the fourth thing was. Maybe it was say please and thank you. ? These things might make someone not embarrassed to refer you, but they certainly don't create raving fans or referral sources. It made me think about client experience and why does someone refer someone else? What does your client experience look like? Are you referable? If you were to do an audit of your client experience process and put yourself in the shoes of your clients, how awesome would you say your client experiences? I mean, being completely objective, right? We all want to think that we've got a great client experience, but if you actually said, I'm a client, I'm going to look at every aspect of what my prospects see before they become a client and what they see and hear and get when they become a client and I'm going to see if there's room for improvement. I know there's always room for improvement and more often than not, it's the small things that matter. In our practice, when I was an advisor, we had a welcome sign on the table when a client walked in. Welcome to Jeannine!. We're so glad to see you! We had their favorite drink ready. We asked about their grandchildren.The little things matter. I would encourage you to audit your client experience and find small ways to improve it. I think that's the first step in becoming referable. Then take any feedback that you get and use it to improve your client process. Solicit feedback if you have to, but act on that. When I first started setting up some email sequences at the beginning of the year, I had three people unsubscribe from my list all in the same week. And the reason they actually commented and said the reason was they were getting too many emails. I hadn't set the expectations properly. I had actually said, you'll get weekly emails, but all three of these people signed up for several different downloads from my website. So they were all set into different email series. So they all got duplicate and additional emails that they normally wouldn't have gotten if they had just signed up for one download. And so it didn't create a great customer experience for them. And after the second person said they were getting too many emails, I went in and I did a careful audit of how I had that set up and I made changes. So that wouldn't happen again if somebody happened to visit my site and download more than one thing at a time. And you have to look at the client experience no matter what type of business you have, it's really important. I think the second step is you want to do things above and beyond what people expect. Let me use the company KiwiCo for example. I've been homeschooling my kids this is our eighth year now. One has successfully graduated from high school and the other is a freshman this year. But we subscribe to these monthly science kits and craft kits and they're pretty cool. They're for ages 14 and up there they actually really cool. One of the kits he was using, he ran out of material for it. And so I went onto the KiwiCo website to see if they happen to sell additional tools or resources or the supplies for these kits that they send you in case you run out and I couldn't find it. So I emailed them and asked, do you happen to have more of this product because we ran out and we can't finish the project or could you tell me your supplier so that I could order it? The email I got back from them, I was so pleasantly surprised. I had to tell everybody I knew. The email said, we're so sorry that he didn't have enough material to finish his kit. We have put in an order to send you out another kit at no charge. It'll go out tomorrow. You should have it by the end of the week at no charge. Another full set of supplies simply because I had emailed them and asked for it. That is going above and beyond. (Note: there were more than enough supplies originally to complete the project, my son simply hadn't been very prudent with some of the decisions he made in using them.) How many people do you think I told that story to the week that happened? How many clients do you think I referred to them that week and will continue to refer to that company every time in homeschooling circles when we talk about science kits or craft kits or companies that have quality products and exceptional customer service. That company will get mentioned every time. Guaranteed. So again, in reviewing your client experience, I really think that's the first step. Review your client experience. Make sure you've got a solid one where people would not be embarrassed to refer you, but then see what you can do to create those wow kind of experiences, right? Start with what people see when they look at you when they look you up online. That's typically where customers come into your funnel, per se, or your path. That takes them from being a plan sponsor prospect to being a plan sponsor client. What do they see when they look you up online? Guaranteed, before they meet with you, they're going to look you up online. Do they know you can help them with their 401k plan? Do they know how your process or services are different than the other advisors that they might meet with? You don't want to strive to be better. You want to strive to be new or different. Then look at that whole prospecting process. How do you follow up with people who have trusted you with their contact information? Are you just spamming them with offers to meet so that you could take over their plan? Or are you providing them with real value and reasons they might trust you enough to even want to sit down with you for a face-to-face meeting. When you do meet with them, are you talking the entire time about how experienced you are, your credentials, your value or are you eagerly listening to find out what's most important to them? Until you get to what drives their decision-making process what's valuable to them, what's a priority to them they're never going to do business with you. It doesn't matter how many gaps you tell them they have, how many fantastic ways that your process is unique and different. You have to find out what's important to them, what their decision-making processes is. That has to be part of your customer experience process. What does your onboarding process look like? What is your client service process look like? Is it all just motions or is there real value in there that helps protect plan sponsors and moves the needle for participants? How about your communication throughout the year? Is it all transactional? And what about your annual review process? I would encourage you to think about these things. If you wrote out that full roadmap with the various points in your prospect to client process, I know you can find ways to add more value and improve the impression your clients get and how they feel about you. I encourage you to do that and look for opportunities to add the wow experience in there. If you're looking to dive deeper into any of these topics right now, I'm actually teaching a free three-part training on how to differentiate yourself that's the first training. How to become the educator so you can add more value that's the second class. And how to offer a service process that provides tremendous value for any size client. The training is free, but you have to register. Go to 401kbestpracticelab.com/free-training-workshop . I'll be sharing my best strategies and giving away some of my favorite templates. I think the templates are important because, what's knowledge without the ability to apply it, right? But again, the page to register is 401kbestpracticelab.com/free-training-workshop That's it. That's it for today. I encourage you to audit your customer journey experience and commit to finding ways to offer more value along the way. That is the first step and becoming referable. I hope that helps you and we'll talk soon. Don't miss out on all the strategies we'll be sharing in the future. Subscribe via iTunes to get access to future episodes and don't forget to leave a rating in iTunes . It helps more people find the show. Disclaimer: The information provided in these videos is for professional use only and not for use with plan sponsors or plan participants. The information provided, ideas, opinions and commentary are meant to be educational and general in nature and any reference to ERISA or retirement plan regulations is not meant to be legal or financial advice or an interpretation of the laws, but rather a general discussion. Check with your ERISA attorney and compliance department for the applicability of any matters discussed to your specific situation.…

1 401kExperts 010: An Email Nurture Sequence to Turn 401k Leads into Clients 9:07
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Episode #10 An Email Nurture Sequence to Turn 401k Leads into Clients In the last episode of the Ask the Experts podcast , I talked about how to turn prospects into leads. But when you get a 401k lead, what happens next? What is your process for communicating with them in building the relationship, adding value and next steps? Have you ever spent time and money and resources to get leads to unfortunately have them go cold? You don’t know what to send them. You don’t keep in regular contact with them. You don’t want this to happen. In this episode I want to share with you some follow-up strategies that can help you convert those leads into clients. To summarize… Here’s a simple email communication formula: Email 1 – give them what you promised. Email 2 – remind them about the value of what you gave them – the benefit – and bust some common myths or share what to avoid as it relates to that topic (show authority through education) Email 3 – let them know you can help them (offer to meet and give more info, etc.) Emails 4,5,6,7 – provide more value, give them information or tools or resources that can help them Every 4th or 5th email you can offer to help them again (invite to webinar, offer benchmarking review, drop of book, plan audit, etc.) A lot of advisors have been asking for email sequences and more marketing and education material so I’ve decided to offer a new service/toolkit called the 401k Business in a Box – learn more here . Let me know if you could have me create anything for your 401k practice, what would you want and need to grow your business and/or service your clients to a higher standard – email me and let me know . Mentioned in this episode: The Investment Committee Starter Kit Download 401k Business in a Box Transcript: Hey there, Sharon here and in the last episode of the Ask the Experts podcast , I talked about how to turn prospects into leads and in this episode I want to share with you some follow-up strategies that can help you convert those leads into clients. So let’s get started. When you get a 401k lead, what happens next? What is your process for communicating with them in building the relationship, adding value and next steps? Have you ever spent time and money and resources to get leads to unfortunately have them go cold? You don’t know what to send them. You don’t keep in regular contact with them. You don’t want this to happen. I’ve heard it takes on average eight 8 to 12 touches just to get the initial face to face meeting. So clearly a couple of emails asking for an appointment and then giving up is just throwing money away. Totally avoidable though with a strategy. So let’s say you use the Investment Committee Starter Kit that we talked about in the last episode. You can get it for free on the blog at 401kbestpractices.com. Let’s say you use that as your freebie, your lead magnet. Once they download that and you have their email address, what next? Let me give you a simple formula for any new leads. So write this down. Your first email is about what got them on your list. So in the example of the Investment Committee Starter kit, it’s an email that gives them what they opted in for – a link to the PDF file with the note about the benefit to them of having that material. That’s it. A simple, “Thanks for downloading it. Here’s your (whatever you downloaded), let me know if you have any questions.” The second email, you want to remind them about the value of that kit, that download and maybe bust some common myths about that topic. Maybe what to avoid as it relates to that topic. Something that stays on topic and shows your authority through education. Okay, so now we’re two emails in. What do we send them on the third one? That’s when you can let them know how you can help them more. The third email, it’s okay to ask for the appointment. Ask for the order, so to speak. Right? How can you provide assistance in implementing that? In setting up the committee, in providing more education? Maybe you could drop off a book that goes deeper into that topic you want to give them, but this is where you can ask for that appointment in that third email and if you can give maybe specifics… The specific day you’ll be in the area and see if they have 30 minutes to meet face to face. The fewer decisions they have to make, the higher your chances are of getting a meeting. Okay. Now what about the emails after that – the fourth, fifth, sixth, seventh? Those emails need to provide value. Don’t ask for anything, more than one in four emails. And when I say ask for anything, try to get an appointment and try to get them to buy the benchmarking report that you offer. Don’t ask them to buy anything or to give you anything. Just give them value. At least three out of four emails that you send them. The 401k industry has a long sales cycle and it is a relationship business. So your emails need to build that relationship. They need to provide value, they need to be helpful. Demonstrate your value by giving them information or tools or resources that can help them. And don’t stop. Don’t stop after the seventh email – continue. An example of the kind of value you might include in that three to four email sequence is – relating to the investment committee topic… What should be on the quarterly agenda for that quarter? Maybe here’s what you’re covering with your clients this quarter and why and the importance of why you cover those things. So this helps you set in their mind what they should be getting, the kind of services they should be getting, what they should be doing each quarter. And if they’re not getting that from their current advisor, it starts to drive a wedge in that relationship that gives you an opportunity to squeeze in there. Make sense? So find things that you can send them every month. It doesn’t have to be every week, every week would be ideal, but you don’t want it to be more than once a week. The more you can keep in touch with them providing valuable information, the more they start to hear and remember and value what you bring to the table and that’s how you convert leads into clients with a purposeful follow-up campaign that provides value, builds the relationship, and asks for the business every fourth or fifth email. I’ve had a lot of advisors asking me for emails, especially after the Investment Committee Starter Kit was made available of what kind of follow-up emails should they send. And I have, I’ve actually provided a couple of advisers with customized email sequences, but it’s not something that’s scalable since it takes time to create marketing and service content on an individual basis. But because I’ve had so many advisors asking, and because I know not everyone wants to spend $1,000 on one email sequence or hire a full time “Sharon” to get them to help them with their marketing and service process, I’ve decided after a couple of years of getting so many requests to help. I really see a need from advisors, especially those with without a huge team – those just starting out. There’s a need for quality, effective sales and marketing templates. And I’ve decided it’s time. So on March 24th – save the date – I’m opening up the doors on really what equates to years of research and experience and tools and templates that have been proven to work to help advisors grow and manage and scale their business. It’s called “ 401k Business in a Box ” and it gives advisors the ability to access done-for-you material and have me create for you – every month – new turnkey sales and service tools that you can use to plug and play right into your business to get more leads, to nurture those leads, to close more sales, to service your clients, to bulletproof your business, to scale your business, to grow longer, thicker hair. The list goes on, but it stops at the hair. So save the date. It’s March 24th , doors open and they’ll only be open for about a week since this is a brand new service and I really want to start it off on the right foot with just kind of a small group of advisors creating the tools you need most to grow and scale your business. You can register at 401kbusinessinabox.com to be notified when we go live. But here’s a question I have for you. If you could help me with this, I’d really appreciate it. I’m really close to his project and I want to make sure I’m not shooting in the wrong direction. If I could create anything for you, if you could wave a magic wand and get help in your marketing efforts or in servicing your clients better, what would you want to have? If you could hire me to create any kind of sales or marketing or service documents – as an experienced fiduciary specialist, as a former 401k advisor, as a content designer and marketing expert – what would you want me to create for you? Email me at Sharon at 401kbestpractices.com and let me know. Maybe it’s a center of influence campaign to get more leads from CPAs. Maybe it’s a referral marketing campaign or a participant education program. What do you think would help you most? Email me and let me know, and until next time, get that freebie up on your site already and do not forget the follow-up campaign . That is what will convert leads into clients. Don't miss out on all the strategies we'll be sharing in the future. Subscribe via iTunes to get access to future episodes and don't forget to leave a rating in iTunes . It helps more people find the show. Disclaimer: The information provided in these videos is for professional use only and not for use with plan sponsors or plan participants. The information provided, ideas, opinions and commentary are meant to be educational and general in nature and any reference to ERISA or retirement plan regulations is not meant to be legal or financial advice or an interpretation of the laws, but rather a general discussion. Check with your ERISA attorney and compliance department for the applicability of any matters discussed to your specific situation.…

1 401kExperts 009: Capturing 401k Leads Online 6:18
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Episode #9 Capturing 401k Leads Online Whether you get organic traffic to your website (i.e. people find you through Google searches), or you send people directly to your website (by sharing a direct link on your social media profile or business card, etc.) unless the only purpose of your site is to be a pretty business card, you want to make sure you have a way to capture the name and email address of those who visited your site so you can follow-up with them and find ways to serve them. In this episode, we’re going to talk about how you do that – how you turn online prospects into online leads who give you permission to reach out and start a relationship with. To summarize… Most people who visit your website online will leave your site and never return While you have them there, why not serve them? – Give them something of value they’re willing to exchange their email address for It can be a PDF file, a short video, a checklist – something easily consumable (doesn’t take hours to read or watch), that gives them a quick win You can have the Investment Committee Starter Kit and pull out one template from that kit (or the whole thing) to give away if you don’t know where to start Mentioned in this episode: The Investment Committee Starter Kit Download Transcript: Hey Sharon, here In the last episode of the Ask the Experts podcast, I talked about driving traffic to your website. In this episode, I want to give you a quick tip on how to turn that traffic into leads. So let’s get started. When plan sponsors find your site, your online store, it’s never wasted traffic since you have your website set up properly, you can start to create authority, credibility, and name recognition with your prospects. But the truth is most people will leave your site and never return. So the saying goes, While you have them there, why not serve them? Why not give them something of value that will keep you in front of them longer and give you an opportunity to serve them down the road, something that can turn that prospect into a lead? There’s a marketing term that’s thrown around a lot called a lead magnet or a freebie or an opt in offer, and it’s an important term to know because you want to have something on your site that leads people to give you their email address. Once you have that, it’s like getting someone’s business card handed to you in person, but it’s the online version where they freely gave you their information so you can follow up with them about the topic they’re interested in. Too many advisors have a form on their site that simply reads, sign up for my free newsletter and that’s not a very strong give. It doesn’t make me want to give you my email address – for what? For a newsletter? How does that help me? I can see how it helps you, but what’s in it for me? WIIF What’s in it for me? That’s the question your plan sponsors have on their mind, if not consciously, subconsciously, what is the benefit? So in the last podcast episode we talked about using the words people are actually searching for online to give them the content, the information they’re looking for, but to take it a step further to get them on your lead list… Once they go to your site, give away something related to that article. It’s not rocket science. But sometimes it is easier said than done – I get it. Here’s an example, if you write an article on what should be included in 401k committee bylaws – in that article, you could offer a free template. Download the free committee bylaws template, just enter your email address for instant access. Now you’ve gone from people in your store to people on your hot prospect list, potential buyers. You should do that on every article you write. Ok – maybe not every article – you want to make sure that there is a purpose and a point behind it, but almost every article or post that you have on your site should give your readers something tangible relating to that article that they might exchange for their email address. Maybe it’s the PDF version of the article if it’s a really long, really good one. The checklist version, the template list of do’s and don’ts, or maybe what to avoid. The possibilities are endless. Time, however, is not – I get it. You need to be spending your time building relationships and closing the sale. That’s what most advisors are good at. I get it. But until you have a lead, someone to get in front of to talk to, you kinda don’t have job. You have a skill, but that skill requires leads in order to work. So yesterday on the 401kbestpractices blog, I released a free investment committee starter kit . It’s a full set of documents that includes education on why a committee’s important, how to set up a committee, key considerations, and a set of document templates. There are committee bylaws, sample meeting minutes, a sample agenda – several templates that each one alone could be used as a lead magnet or the freebie that you can give away on your website. So I’m giving that to you. I’d encourage you to download the free starter kit and model it so that you can give something away on your website to start turning your prospects into leads. The PDF download, it’s copyright free. I’m making it available to the public in the public domain so you can totally swipe 100% of it. Of course, I’d encourage you to make it your own. You can change the title to fiduciary kit or whatever you want. Maybe change the book suggestion that’s in there, but customize it a bit so it’s not exactly the same when you go to download it. I think for a small fee maybe it’s like I don’t know, less than $50, you can have the PowerPoint version, so swiping it becomes super easy. It's as easy as opening the file and making couple changes then downloading it as a PDF and getting it posted on your website. But whatever topic you write about, make sure you give something away that would be valuable to plan sponsors. That gives you a real lead, their name and email address so you can follow up with them in the future for the opportunity to identify what they need and help them. In the next episode of the Ask the Experts podcast, I’ll give you some ideas for what to follow up with so you can turn that lead into an appointment and put your relationship and sales skills to work. Until then, have a great week. Don't miss out on all the strategies we'll be sharing in the future. Subscribe via iTunes to get access to future episodes and don't forget to leave a rating in iTunes . It helps more people find the show. Disclaimer: The information provided in these videos is for professional use only and not for use with plan sponsors or plan participants. The information provided, ideas, opinions and commentary are meant to be educational and general in nature and any reference to ERISA or retirement plan regulations is not meant to be legal or financial advice or an interpretation of the laws, but rather a general discussion. Check with your ERISA attorney and compliance department for the applicability of any matters discussed to your specific situation.…

1 401kExperts 008: What Plan Sponsors are Searching For 14:16
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Episode #8 What plan sponsors are looking for online the one marketing strategy that will get you in front of more plan sponsors If you've been publishing on your blog or LinkedIn profile and not getting any interest from plan sponsors it could be that you need a new topic one that plan sponsors are actively looking for. In this episode of the 401k experts podcast, we're going to talk about website marketing . To summarize… Use a Keyword Search Tool before you publish any article or create any kind of marketing material Find out what plan sponsors are searching for – and use those terms – in their own words – in all of your marketing! For website articles/blog posts, pick one key term and use it in: Article Heading Page Title Page URL Article Content Meta Description Create 4-5 pieces of micro content (1-2 paragraph posts) covering related terms and link them back to your original post Use this knowledge to set posting parameters for whoever you hire to do this for you – since you should be spending your time in your unique ability as soon as you’re able and not doing this stuff yourself Mentioned in this episode: Ubersuggest keyword search tool Transcript: Hey Sharon here and if you’ve been publishing on your blog or LinkedIn profile and not getting any interest from plan sponsors, it could be that you need a new topic – one that plan sponsors are actively looking for. In this episode of the 401k experts podcast, we’re going to talk about website marketing. So here we go. There are a lot of possible topics plan sponsors are looking for that you could write about to get them on your site, but today I want to give you one idea that you might try that lets you identify what plan sponsors want and in the end I’ll share one strategy for exponentially increasing the effectiveness of your marketing to drive traffic to your website and eventually your lead list. But first, let me give you an example. The most popular post on the 401kbestpractices blog is the one titled Best Practices for 401k Committees. Here are the top search terms that drive traffic to my blog include (this is just the list of the top 10 for the last 30 days): Purpose of a corporate 401k committee 401k review process 401k committee bylaws how to choose 401k fiduciary committee members responsibilities of a 401k steering committee (are you seeing a pattern?) 401k investment committee duties 401k plan industry news (there’s an outlier ) 401k fiduciary committee composition retirement plan service model, and 401k certification program Those are terms that people entered into Google or Bing or Ask or whatever and the search results gave them my website and there they are on my site. You might say it’s because I’ve done a good job loading that one particular article with popular search terms – so I’ve done a good job in SEO – or you might say that I found what people were searching for and I gave it to them. I guess maybe it’s that question What came first, the chicken or the egg? Either way, while these top 10 search terms vary a bit month by month, the search terms relating to 401k committees is consistently in seven out of ten of the top terms that bring folks to my blog – and my blog is for advisors. Seeing those terms, I think it’s pretty apparent that those searching and hopping on my website and looking at that article are most likely committee members. When you think about that, the first word that pops into my head is Eureka!!! What do you think that means!? If an investment committee member is searching for terms like that, I'd submit probably it means they don’t have an advisor that’s offered to help them or they don’t have support in setting up in managing their committee. This makes them a very good prospect (for you – not me, I help advisors ). It’s easier to close a client that knows they need help (they have questions, they’re searching online for help), than to try to point out the need and then get them to let you help them. Here’s something really important… (Now I want you to understand – and maybe for some of you this is where you’re going to slip off because I’m going to get all geeky on you here and talk just a little bit about website search engine optimization. I’ll keep it simple though and I’ll keep it quick and you don’t want to do this stuff yourself, which I actually think you should not be doing anyway. You should be building relationships, hire somebody to help you with this stuff, but it’s important that you understand it and I know many of you are making the marketing decisions by yourself, so if you do this will definitely help you – not just on your website, in all aspects of your marketing.) It goes back to the whole point I made at the beginning. You should be publishing on topics your ideal prospect is looking for. Let me tell you a quick story In my email inbox from advisors that subscribe to 401kbestpractices blog. I have noticed a pattern where a lot of advisors, (a lot is a relative term, more than 10 – that’s a lot in this industry), have been asking me for a finals presentation, a pitch book that they could use when they’re in front of plan sponsors. So I decided to take the winning pitch book we had when I was an advisor that served us quite well and share it. I needed to modify it just a bit, take out, you know, stuff that was specific to us. But nonetheless, I want to make the winning pitch book template available on my site for other advisors to find. So first, I already know people want it because they’re asking me for it. Second, I need to know what are the best words to use to describe it. So when I put it on my website, advisers can find it. Not just those 10 people that asked for it, but anybody that’s searching into a Google search and looking for that winning pitch book right organically without me having to send emails and ads to let people know it’s there. So I went to a free online app. It’s a keyword search tool and there are a lot available. Most of them free. And I typed in the word, the term finals presentation, which in my mind is the most logical term. It’s very descriptive. You use this when you’re at the final stage, right? Making a finals presentation. But here’s what I learned and the value in you making an effort to use search terms anytime you put together anything marketing related Do you know how many people type in that search term finals presentation every month? How many people are looking for that online every month? That search term keyword tool came back with a big goose egg – zero . That’s the average – zero. On average, zero people are searching for the term finals presentation. So if I use that term to describe it, well I might think it’s descriptive, but if no one’s looking for it, Google will send me no traffic. I won’t get any leads simply by posting an article or posting a web page and sharing that information online. So how about the term pitchbook? Take a guess how many people search for that term every month. I was shocked actually when I typed that into the search field. So you know how many people search for that term every month? On average it was over 19,000 – in fact it was 19,200 – so clearly if I want to people to find that when they’re searching for help online, I need to use the words they actually type when they search for it. Make sense? Here’s a side fact I learned doing keyword research, remember how I told you about the term 401k committee? It brings a lot of people to my site. When you type that term into the keyword search tool, it’s got 30 hits a month, 30 that’s not very many people. I just happened to be one of those few people that use that term consistently enough to get that traffic, so I show up on the first page of Google when someone types that in, but you really want to use terms that have a lot of search results (note – 30 is not a lot). Use terms where there are a lot of people looking for it and write down those words and use those words in all aspects of your marking. The word fiduciary for example – 90,000-plus searches a month. 90,000! Maybe I should publish more articles using that term (or you should!), but can you see how valuable it is to understand what people are looking for if you want traffic to your website? So here’s what you need to do. If you want to get people to find you online so you can serve them First, make a list of all of the topics, the services, the things you offer. Put the things you specialize in at the top of your list. For example, employee stock options, fiduciary audit, fee benchmarking , committee bylaws. Make a list of all of those things that you offer. Second, go to a free keyword search tool. You could use Google, you could use Keyword Finder. The one that I use that I really like and they have a free version is called ubersuggest (Simply give them your name and email address to access the free version. But it is an amazing piece of marketing intelligent. Research your topic terms before you write any article for your blog. Seriously. If you don’t post articles regularly, it’ll help you know what words plan sponsors are using. I mean blogging aside, what phrases and terms do plan sponsors use when they describe the things they’re looking for? You can include those on your website, in your LinkedIn profile descriptions. It can help you have more effective sales conversations as well. We can get so tied up in industry jargon. There are so many terms that as professionals, we know what they mean. But if those aren’t the terms plan sponsors use, they might not understand what you’re saying -your message will get lost in translation. So it’s really important. So also on this tool (ubersuggest), when you type in your search term, it’ll tell you how many people are looking for that specific term each month and it’ll give you alternate terms you might want to use – and it will even suggest the kind of content you might want to publish to drive traffic to your site. So next time you go to publish an article, make sure you’re including those terms people are actually looking for. Just go to ubersuggest, type in your keyword and pick a term that resonates with your plan sponsor, prospect and not necessarily one that you think is intuitive (one that has a high search volume comparatively). Okay. So that’s kind of the biggest marketing/traffic tip I can give you. Anything else gets way too complex and I already think that’s probably pushing the envelope, right? ADVANCED STRATEGY So, publish content people are actively searching for and if you want even more people to find that article you just published using the keyword search tool, this is a little hack to 10x your traffic. So you write an article and you include those search terms, but there are five key areas that you want to make sure those terms show up in your blog post or your article. The five key places you want to make sure you’re using that particular search term you choose is in your: article heading the page title the page URL the content (the actual paragraphs about what you’re writing about) and in the meta description. So those are the five places you want to make sure that term shows up. You don’t need to load the article any other place – just in those five places. SUPER ADVANCED STRATEGY And then the biggest hack is when you’re using that ubersuggest search term search tool, they give you content suggestions, use those suggestions to write five more short articles (called micro content). It only needs to be a paragraph or two, but cover the common questions about those five other keywords and then link each article back to the main article (generating backlinks). That will help your article. It’ll help you get on the front page of Google when somebody searched for the terms that you’re publishing content about and it’ll help you rank higher and get more traffic to your site. Traffic in and of itself isn’t that helpful, but it helps you to build authority, build credibility and capture leads. So there you have it, marketing online 101 – I'm sure way more than most of you ever wanted, but so important to understand when you’re building your website, when you’re posting articles, when you’re hoping to get people to find you online so you can serve them. I hope you found this information helpful and not too much in the weeds. All the details I just covered are here in this transcript as you might want to refer back to it when it serves you. So until next time, I’m Sharon Pivirotto. Thanks for listening and stay tuned for more episodes coming soon. Don't miss out on all the strategies we'll be sharing in the future. Subscribe via iTunes to get access to future episodes and don't forget to leave a rating in iTunes . It helps more people find the show. Disclaimer: The information provided in these videos is for professional use only and not for use with plan sponsors or plan participants. The information provided, ideas, opinions and commentary are meant to be educational and general in nature and any reference to ERISA or retirement plan regulations is not meant to be legal or financial advice or an interpretation of the laws, but rather a general discussion. Check with your ERISA attorney and compliance department for the applicability of any matters discussed to your specific situation.…

1 401kExperts 007: What is Your Origin Story? 10:30
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Episode #7 What is your origin story… how did you get here? Advisors often ask how they can build their trust, credibility, and authority online and a frequent answer I give is to make sure you “story” is very clear in your marketing. Why are you in this market? What was the reason or force that pulled you to choose the complex world of ERISA. Why do you want to help plan sponsors and participants. We all have a story. In this episode you'll hear my story. But that’s not enough. Don’t stop there. I encourage you to think about your own origin story… “Your origin story helps people decide whether or not to trust you.” In this article, To Quickly Build Trust, Tell Your Origin Story – Andy Raskin outlines 5 script prompts (with examples) to help you craft your story that include: “Once upon a time…” “Then one day…” “Because of that…” “Until finally…” “So now…” I’d encourage you to read the full article, then sit down and write out your own story. Then start using parts of it in your marketing: Add a condensed version to your summary on LinkedIn. Include it in the “About” section of your website. Make it part of your story when people ask you what you do (a shorter vision of course). Mentioned in this episode: “ Wealth Without Risk ” by Charles Givens Transcript: Okay, so today I’m going to do something a little bit different… I want to talk to you about what is your story? Why are you in the 401k market? Why do you want to serve as 401k plans? That story is an important part of your marketing. It should be an important part of your story that you tell when you’re out there talking to plan sponsors. So I thought I’d start by sharing my story. A lot of people don’t know much about me and that’s okay. But to give you a little background, when I was 24 years old, I was in the Army and I was stationed over in Kuwait with a lot of extra time on my hands. And one of the books that I was reading, it just made me pause. It made me stop dead in my tracks. And the name of that book that really changed the course of my life was called, “Wealth Without Risk” by Charles Givens. The book had so many concepts in it that as a 24 year old I had never heard before in my life – about how to save money, about how to make money, about how to invest money. And when I read that book, a light bulb just went off in my head and I said, “If more people knew these concepts, more people would have more money. And when I get out of the Army, I want to help people with their finances. I want to educate people on concepts such as this.” And I did… As soon as my four years of active duty was up, I opened an Edward Jones office right outside of Pittsburgh and became an Edward Jones Rep and… I’m married – I got married just after getting out of the Army. I met my husband in the Army. And so we were starting this new life together and I was on this path to become an Edward Jones Investment Representative. And all I had known about being an investment advisor prior to being an investment advisor was that I thought they made a lot of money ;-). And I wanted to be an investment advisor to really make an impact and make a difference in the lives of other individuals. And it wasn’t easy though. I wanted to make money, I wanted to change the world. And yeah, when you first start out in any career, but most, especially as a financial advisor, you put in a lot of hours, you put a lot of work. I was knocking on a lot of doors, shaking a lot of hands, joining a lot of organizations. I was president of the Rotary Club. It was a struggle, but at some point I got up to $60 million in assets under management, with a couple of hundred clients. But I had this conflict internally because I realized that I didn’t like selling and selling wasn’t necessarily educating or providing advice. I wasn’t doing what I originally set out to do. I was… I was selling, I was pushing product. There was a product of the month, there was a preferred fund family and it just, it just didn’t settle well with me. So after about seven years, I left Edward Jones and found a certified financial planning office in the South Hills of Pittsburgh where the advisor there was giving investment advice. He was educating and he had this amazing process and something that was new to me was… Half of his book of business was all 401k plans and it occurred to me, a light bulb went off right there, that you can help more people if you have a 401k plan client than you can if you help out one individual client, two individual clients, three individual clients. Having a 401k plan allows you access to a hundred individual potential clients, potentially a thousand individual clients. And so I wanted to become a 401k expert. I wanted to become a 401k advisor. And the first thing that I think anyone should do when you say, “This is the market I want to go to, “is start to research, start to look at what are the regulations, what is the training out there? What should I know and do in order to be able to actually service this market effectively and in the best interest of the clients? And I quickly realized that whoa! – it is not the same as working with individual clients. The retirement market has regulations. The 401K market has this huge 500 plus page regulation called ERISA, the Employee Retirement Income Security Act. And that hit me like a ton of bricks. I had tried to compete for 401k business when I was a Jones broker and thank goodness I never actually closed that business because I was not qualified to be a 401k advisor without the proper training and education. And the more I started going through the education necessary to become a qualified 401k advisor, the more I realized that a lot of the education out there was missing a critical component. It was missing the practical side of, well, if these are the regulations, how do you actually implement? How do you demonstrate? How does the plan sponsor meet the regulations? Where’s the process for doing that? And so I created a program called the 401k Service Training Program that culminated in a new designation at the time called Professional Plan Consultant. And that was kind of my way of saying, “If you’re going to be an advisor in this industry, you need to know what you’re doing and you need to have a process to be able to help plan sponsors demonstrate that they’re meeting regulation.” And that training program, we had it accredited through Robert Morris University. It was initially a classroom training program and eventually we took it online and eventually we sold it to fi360 because they had a much bigger reach. They were another local Pittsburgh company with a much wider audience and wider reach because really I wanted to make sure advisors were educated if they were going to be helping plan sponsors. Kind of the same thing with that Charles Givens book. It was one of those Aha moments where, “Man, individuals need to know this stuff!” After going through the training, I said, “Man, advisors need to know this stuff and they need to be able to demonstrate that they’re doing this, they need to help plan sponsors with this because plan sponsors don’t know what they don’t know!” And so after creating that training program, I kind of hit another wall where I said, there’s this challenge that once you know what to do, how do you actually do it? A process is one thing, but what does that process look like? If an auditor comes in and says, show me your process, what are they going to show them? And so then I created the 401k Service Solution, which was a complete set of documents from A to Z, selling to educating, to servicing, to managing a 401k business. And that document pack won an award by the Profit Sharing Council of America for actually helping plan sponsors to understand and demonstrate that they were meeting their fiduciary responsibilities. I’m very proud of that. And we sold that to fi360 as well. And so fast forward six years… Today I still run a 401k blog. It’s really kind of more of my passion hobby. Whenever I get an email from an advisor that says, “How do I do this or where do I begin?” Or it’s usually most often advisors just getting started looking to grow their 401k practice, looking to get into the 401k business, looking to make a bigger impact, how to sell or service, how to manage… I always evaluate the question and see if I can’t provide a solution. It might be training or it might be a blog post or it might be a set of documents that could help them. That initial set of documents that we sold to fi360 oh so many years ago – some of those documents have been made available in their designee portal, but not all of them. And there’s a lot that never actually got pushed out and made available. So I’m going to be revitalizing that because I continue to get inquiries about how do I do this? What does that process look like? Can you help me with creating these documents? So look for that to come. But that’s my story. That’s how I went from being in the Army to being a 401k specialist and I would love to know your story, and your plan sponsor clients, your prospects, would like to know your story. Why are you in this industry? Why are you looking to help clients in this industry? What is your story? What is your why? And what challenges or obstacles have you seen as you are on this journey to make a difference in the lives of your plan sponsor clients and ultimately in the lives of the participants in those plans. I’d love to hear from you. So that’s today’s episode and I look forward to talking to you again soon. Don't miss out on all the strategies we'll be sharing in the future. Subscribe via iTunes to get access to future episodes and don't forget to leave a rating in iTunes . It helps more people find the show. Disclaimer: The information provided in these videos is for professional use only and not for use with plan sponsors or plan participants. The information provided, ideas, opinions and commentary are meant to be educational and general in nature and any reference to ERISA or retirement plan regulations is not meant to be legal or financial advice or an interpretation of the laws, but rather a general discussion. Check with your ERISA attorney and compliance department for the applicability of any matters discussed to your specific situation.…

1 401kExperts 005: DALBAR's Registered Fiduciary (RF) Certification 19:11
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Episode #5 DALBAR’s Registered Fiduciary (RF ) Certification with Cory Clark After putting together the Retirement Plan Professional’s Designation & Certification Guide and having a chance to learn more about the various programs out there, DALBAR’s Registered Fiduciary (RF) Certification caught my eye as something that doesn’t look or sound or feel like the other programs out there. I put it on my list as a program to complete this year, and reached out to Cory Clark, the Chief Marketing Officer at DALBAR, Inc., to learn more. In this episode you'll learn: What the RF Certification is and why an advisor would want to earn that certification If the training offered is something anyone can buy and go through, even if they're not planning to hold the RF certification If an advisor would complete both the wealth management and 401k training or if they choose which specialty they want What qualifies for exemption from the training (you don’t have to complete the training necessarily to apply for the RF certification How DALBAR actively promotes the RF Certification Who would be the ideal person to go through this certification process The limits Cory has seen on who is allowed to use this certification in marketing and who isn't What is the biggest difference between the RF Certification and other options out there (designation and certification programs for advisors) To learn more about DALBAR’s Registered Fiduciary certification, visit: FiduciaryRegistry.com COMING SOON… Full video interview with transcript Full review of the RF program as I complete it… Don't miss out on all the strategies we'll be sharing in the future. Subscribe via iTunes to get access to future episodes and don't forget to leave a rating in iTunes . It helps more people find our show. Disclaimer: The information provided in these videos is for professional use only and not for use with plan sponsors or plan participants. The information provided, ideas, opinions and commentary are meant to be educational and general in nature and any reference to ERISA or retirement plan regulations is not meant to be legal or financial advice or an interpretation of the laws, but rather a general discussion. Check with your ERISA attorney and compliance department for the applicability of any matters discussed to your specific situation.…

1 401kExperts 003: Plan Sponsor Education 19:58
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Episode #3 The Why and How of Fiduciary Training for Investment Committees With our Expert Panelists weighing in Since one thing I've always felt strongly about is the need for education by both 401k professionals and plan sponsors that have decision-making authority (see The Need for 401k Specialization ), when a reader recently posed a question to the panel about fiduciary education, it wasn't a difficult call to include this critical topic. In this episode, the panel tackles this recently submitted reader question: How important is fiduciary education for retirement committee members and what resources are you using or would you recommend advisors look at for educating committee members? Listen in as Chip Hardy, Sheri Fitts, James Watkins, Mario Giganti, and Jason Roberts share their thoughts on the best way to educate plan sponsors on their critical responsibilities. In this episode you'll learn: Why it's essential to include plan sponsor training in your service offering The marketing angle advisors that offer committee training can use to gain a competitive advantage How to address a wide range of topics effectively A quarterly approach to committee training How to avoid overwhelming plan sponsors with too much information What resources, training and education tools are available to offer plan sponsor education to your clients And more Items discussed in this program: Department of Labor Education Resources Meeting Your Fiduciary Responsibilities guide by the DOL Prudent Practices Handbook Series by fi360 Fiduciary Essentials for DC Plans training by fi360 fi360.com website GMAP by the Pension Resource Institute Don't miss out on all the strategies we'll be sharing in the future. Subscribe via iTunes to get access to future episodes and don't forget to leave a rating in iTunes . It helps more people find our show. Disclaimer: The information provided in these podcasts is for professional use only and not for use with plan sponsors or plan participants. The information provided, ideas, opinions and commentary are meant to be educational and general in nature and any reference to ERISA or retirement plan regulations is not meant to be legal or financial advice or an interpretation of the laws, but rather a general discussion. Check with your ERISA attorney and compliance department for the applicability of any matters discussed to your specific situation.…
Episode #2 Business Plans With Maria Marsala If you're trying to create a business growth strategy without first creating a business plan, then you need to listen to this episode of the 401k Best Practices Podcast. In this episode, I interview Maria Marsala, Founder of Elevating Your Business, and Business coach to financial advisors, planners and brokers. I recently reviewed a service Maria offers called the One Page Business Plan and I realized that one of the biggest obstacles many 401k advisors face when trying to grow their practice, is the lack of a clearly defined plan that should be the basis for setting goals, identifying strategies and activities, and proactively working towards an end result. In this episode you'll learn: What are the three main components every business plan should contain. How to assess your practice at this point and time. How to set goals. How to define the strategies and action items for achieving your goals. The common mistakes advisors make in creating and executing a business plan. How much time and money you should expect to spend developing your plan (and an unbelievable way to get your plan done in a weekend for much, much less than you'd expect). And more Items discussed in this program: Elevating Your Business website Don't miss out on all the strategies we'll be sharing in the future. Subscribe via iTunes to get access to future episodes and don't forget to leave a rating in iTunes . It helps more people find our show. Disclaimer: The information provided in these podcasts is for professional use only and not for use with plan sponsors or plan participants. The information provided, ideas, opinions and commentary are meant to be educational and general in nature and any reference to ERISA or retirement plan regulations is not meant to be legal or financial advice or an interpretation of the laws, but rather a general discussion. Check with your ERISA attorney and compliance department for the applicability of any matters discussed to your specific situation.…
Episode #1 Advisory Boards With Stephen Wershing If you're looking for ways to grow your 401k Practice, then you need to learn more about this referral marketing strategy that involves setting up Client Advisory Boards. In this episode, I interview Stephen Wershing, President of the Client Driven Practice and Author of Stop Asking for Referrals: A Revolutionary New Strategy for Building a Financial Service Business That Sells Itself . He shares advanced referral marketing strategies through the discussion of what, why and how to set up a client advisory board. In this episode you'll learn: Who should be on an advisory board? How do you invite people to participate? Three key things you must tell your potential advisory board members. The type and quality of questions to ask during that first meeting Setting objectives ahead of time for the outcome of creating a board. The only two reasons you should ever convene people together. How to avoid constructing questions that can derail your objectives. What is a third party facilitator and when would you want one? Examples of in the field benefits of setting up advisory boards. And more Items discussed in this program: Stop Asking for Referrals book by Stephen Wershing Don't miss out on all the strategies we'll be sharing in the future. Subscribe via iTunes to get access to future episodes and don't forget to leave a rating in iTunes . It helps more people find our show. Disclaimer: The information provided in these podcasts is for professional use only and not for use with plan sponsors or plan participants. The information provided, ideas, opinions and commentary are meant to be educational and general in nature and any reference to ERISA or retirement plan regulations is not meant to be legal or financial advice or an interpretation of the laws, but rather a general discussion. Check with your ERISA attorney and compliance department for the applicability of any matters discussed to your specific situation.…
مرحبًا بك في مشغل أف ام!
يقوم برنامج مشغل أف أم بمسح الويب للحصول على بودكاست عالية الجودة لتستمتع بها الآن. إنه أفضل تطبيق بودكاست ويعمل على أجهزة اندرويد والأيفون والويب. قم بالتسجيل لمزامنة الاشتراكات عبر الأجهزة.