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Today I chat with Sharon Pivirotto as we discuss the 401k Client Acquistion Workshop:
Would you like to grow your 401k business but lack sales resources and qualified leads?
It continues to get more difficult to get plan sponsors’ time and attention and compete for new 401k business.
Why do some advisors consistently grow year over year while other advisors struggle to even get a qualified appointment?
The difference isn’t in sales skills or fiduciary status. The difference is hidden inside the tactics and strategies used and the implementation of those strategies.
Sharon along with Stephen Wershing and Jane Murphy have created a new workshop to help Advisors streamline and implement a new age client acquisitoin strategy.
You can find more info here: www.401kbestpractices.com/401kstudygroup
Today Laurie Rowley Co-Founder and President of NARPP joins me today to discuss her mission to empower retirement plan participants.
NARPP is a San Francisco-based 501(c)(3) non-profit organization whose mission is to advocate for individual savers. Through pioneering research, independent coalition building, and innovative educational programs, NARPP is making financial information transparent and universally accessible for the 145 million working Americans saving for retirement.
Join me today as I chat with Ariana Amplo from The Inhub. We will discuss the challenges facing Plan Sponsors and Advisors alike when it comes to the traditional methods of conducting a qualified plan RFP. Is web-based right for you? Will Plan Sponsors actually seek out this service in the absence of an Advisor? Join us as we discuss these questions as well as others concerning the RFP process.
Today I chat with Jon Baltes, CEO of QP Steno about how his web-based platform enables HR professionals, Financial Advisors and TPA's to be more transparent and accountable for the work that is being done related to a companies qualifed plan. Being able to keep track of the work being done by all providers is crucial is today's environment. Removing overlap, adjusting to participant needs and managing multilple providers can be easily documented by using QP Steno. Adding transparency and keeping track of fees and services is an ongoing battle, learn how QP Steno can make this task a on-line, documented process.
QPSteno aggregates the activities of any CSP to a qualified retirement plan—advisers, broker/dealers, recordkeepers, mutual fund companies, third-party administrators (TPAs).
Control is in the hands of the plan trustee, but service provider input is essential. It is similar to a time sheet tracking of time spent on certain activities.
Please join me today as I chat with Colleen Bell, Vice President Retirement Center at Cambride Investment Research as we chat about her passion -Financial Wellness
There has been movement and disucssions form Advisors, Plan Sponsors and HR Professionals about moving the conversation away from Partcipant Educattion to Financial Wellness. Listen in to here our thoughts on that topic and why changing the conversation will be helpful in the future.
Please join me as I discuss the ins and outs of 401k Investment Committees with Ary Rosenbaum. Ary is an ERISA Attorney and a frequent contributor to our show and to The 401k Study Group.
Please tune in to listen to Jason Grantz, QPA, QKA, AIF and I discuss the myriad of numbers and letters that Plan Sponsors have to decipher.
Advisors in the Qualified Plan should listen in to learn how Unified Trust can assist you and your Plan Sponsors with the process of choosing a 401k Provider.
Ryan Mumy, CFP, AIF® joins me on the show today to discuss how he has grown his qualified plan business by using the team approach.
Ryan's Qualified Retirement Plan division works closely with plan sponsors & CPA Audit firms to ensure compliance with the new (and old) ERISA & Department of Labor requirements. In many cases they can lower the workload required at the company level, limit the liability a Responsible Plan Fiduciary can face, & reduce a plan's overall cost.
Join us to learn how he has done it!
learn iras and 401ks to invest as a retirement account.
learn how to make sound decisions with personal retirement accounts by understanding the differences between 401k , IRA and 403b.
in Real Estate
While there are lots of benefits of various self-directed account vehicles, the Solo 401K has something unusual. Dmitriy Fomichenko of Sense Financial shares more in this FlipNerd.com Flip Tip.
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