Ask The 401k Experts podcast

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Treść dostarczona przez 401kbestpractices.com and Sharon Pivirotto. Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez 401kbestpractices.com and Sharon Pivirotto lub jego partnera na platformie podcastów. Jeśli uważasz, że ktoś wykorzystuje Twoje dzieło chronione prawem autorskim bez Twojej zgody, możesz postępować zgodnie z procedurą opisaną tutaj https://pl.player.fm/legal.

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The Lead Masks Mystery: Death on Vintém Hill 5:58

20 dni temu5:58

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In 1966, two Brazilian men were found dead on Vintém Hill under bizarre circumstances that continue to perplex investigators and conspiracy theorists alike. Lying side by side, their bodies were discovered wearing matching lead masks—shields with no eyeholes—alongside cryptic notes. Were they victims of a cult ritual, a failed experiment, or something even more otherworldly? See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…

Ask the 401k Experts

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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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#Trading #Business #401kbestpractices.com #Sharon Pivirotto #MBA #Podcasting Education #Self-Improvement

Ask the 401k Experts

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38 odcinków

#Trading #Business #401kbestpractices.com #Sharon Pivirotto #MBA #Podcasting Education #Self-Improvement

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401kExperts 040: Resource Review - The 401(k) Advisor Playbook 9:09

25 weeks temu9:09

9:09

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.…

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401kExperts 039: Why Your Story is So Valuable in Marketing 8:55

2 years temu8:55

8:55

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 .…

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401kExperts 038: Does Your Marketing Speak to Your Ideal Client? 10:15

2 years temu10:15

10:15

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 .…

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401kExperts 037: The Four Core Fundamentals of Great Positioning 5:39

2 years temu5:39

5:39

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.…

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401kExperts 036: What Strong Online Positioning Can Do For You 7:22

2 years temu7:22

7:22

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 .…

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401kExperts 035: How a Printed Compliance File Can Help You Win New Business 3:30

2 years temu3:30

3:30

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.…

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401kExperts 034: Resource Review - Catapult 14:48

3 years temu14:48

14:48

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 .…

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401kExperts 033: Resource Review - PscNet 12:01

3 years temu12:01

12:01

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 .…

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401kExperts 032: Resource Review - TRAK 21:11

3 years temu21:11

21:11

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 .…

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401kExperts 031: Resource Review - PlanTools 29:39

3 years temu29:39

29:39

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 .…

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401kExperts 030: Resource Review - 401kGrabNGo 12:45

3 years temu12:45

12:45

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.…

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401kExperts 029: How to Get New 401k Leads into Your Pipeline 7:50

3 years temu7:50

7:50

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.…

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401kExperts 028: Using 401k Titles - Marketing Genius or Something Else? 4:53

3 years temu4:53

4:53

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.…

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401kExperts 027: Creating Your Own Unique 401k Service Process 6:45

3 years temu6:45

6:45

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.…

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401kExperts 026: 401k Prospecting and Conversion Tips 6:48

3 years temu6:48

6:48

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.…

Ask the 401k Experts

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401kExperts 025: How to Scale Your 401k Business with Segmented Service Models 6:32

3 years temu6:32

6:32

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.…

Ask the 401k Experts

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401kExperts 024: How to Build Authority as a 401k Educator 7:31

3 years temu7:31

7:31

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.…

Ask the 401k Experts

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401kExperts 023: How to Differentiate Yourself as a 401k Advisor 7:54

3 years temu7:54

7:54

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.…

Ask the 401k Experts

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401kExperts 022: Becoming a 401k Specialist: 3 Training Programs I Recommend 7:46

3 years temu7:46

7:46

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.…

Ask the 401k Experts

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401kExperts 021: New 401k Advisor - Start Here 9:07

3 years temu9:07

9:07

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.…

Ask the 401k Experts

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401kExperts 020: Three Done-For-You Social Media Marketing Resources 11:01

3 years temu11:01

11:01

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).…

Ask the 401k Experts

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401kExperts 019: Do This Before Posting on Social Media 3:14

3 years temu3:14

3:14

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.…

Ask the 401k Experts

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401kExperts 018: What Advisors Should Post on Social Media 5:45

3 years temu5:45

5:45

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.…

Ask the 401k Experts

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401kExperts 017: How Much Time Should You Spend On Social Media Marketing Weekly 4:49

3 years temu4:49

4:49

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.…

Ask the 401k Experts

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401kExperts 016: Swipe My Free Template Tuesday Strategy To Grow Your List 3:44

3 years temu3:44

3:44

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.…

Ask the 401k Experts

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401kExperts 015: Three Reasons to Consider Social Media as a Marketing Strategy 7:33

3 years temu7:33

7:33

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.…

Ask the 401k Experts

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401kExperts 014: A Super Simple Social Media Planning Strategy 3:45

3 years temu3:45

3:45

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.…

Ask the 401k Experts

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401kExperts 013: Three Ways to Grow Your 401k Business 4:32

3 years temu4:32

4:32

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.…

Ask the 401k Experts

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401kExperts 012: How to Crush Your 401k Business Goals 10:21

3 years temu10:21

10:21

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.…

Ask the 401k Experts

1
401kExperts 011: Does Your Client Experience Make You Referable? 10:29

5 years temu10:29

10:29

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.…

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