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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 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.
It won't be cozy 9-0 Lambeau as the location for the game to go to the Super Bowl. Is that enough to send the Packers home on the doorstep of a great season? Can the Packers master the elements, the crowd noise, and the Seahawks? Or, are we still a year away? And miles away from our best chance at returning to the big game?
Advisors have to make hard decisions when it comes to marketing. There are many methods to reach potential new clients. This is excpetionally true in the retirment plan arena. James Holland has spent the last few months meeting with Advisors and implementing the MIRA Method for Qualifed Plan Marketing. James will chat with me today on the real wins he has helped Advisors generate.
Jennifer Weinberg: 10:05-10:20
You’ve heard of the Pritikin Institute and the Pritikin Diet. Now take a peek inside the walls of this renounced health haven and see how and why it works. Attention parents and grandparents: We will discuss a special program to kids and families.
Fran Capo: 10:20-10:50
Comedian, Fastest Talking Women in the World, coach, actor and author. Tells us about her new pilot “Radio Housewives, and her latest book: ”Hopeville: The City of Light” (A story told in parable about love, life, hope, courage, happiness and following your dreams. Has 44 simple steps at the end of the book to guide you to success.)
Melanie Contreras: 10:50-11:00, 11:05-11:20
So you want to start a non-profit and are in the dark. Melanie Contreras Founder of “Women to Women by Julia”, an organization dedicated to helping women in crisis and transition to thrive through a "wholistic" approach of body mind and soul.
Jill Ayn Schneider: 11:20-11:40
What really happens during those juicing retreats? Jil Ayn Schneider “Juicer-in Chief” tells how to juice at home, why to juice, and what to expect from a private week with a juicing expert.
Ronald Gelok 11:40-12:00
Do you how to live tax free on the maximum income from your nest egg? Ronald Gelok, Founder of Ronald Gelok & Associates and author of the upcoming book “F.E.A.R. Factor: 15Minutes to Your Ideal Retirement,” explains how to create a life-long stream of tax free income.
The green canopies of the Fourth Coast Cafe jut out from the old brick building near the corner of Vine street and Westnedge avenue in Kalamazoo, Michigan. The only twenty-four hour cafe in the city and, as far as I know, in the state is a social hub for a community of college students, alumni, free thinkers, and everyone else. It's a shining beacon of warmth and caffeine in even the darkest and coldest nights. The side door might be closed in the winter, but the front door is never locked.
As I enter through the glass door, the scent of coffee mingles with the smell of the street and the smoke of a couple on the sidewalk talking about politics, philosophy, and the latest additions to their record collections. To the right of the stairway, which leads up to the Crow's Nest restaurant, is another glass door which swings into the cafe. My ears are treated to snippets of conversations ranging from chess moves to stories of drunken debauchery. To my left, a barista turns on an industrial sized coffee grinder as another presses levers on a well used espresso machine, eliciting a low hiss as espresso fills a tiny metal cup. The place smells of old art, new coffee, fresh tea, and human energy. This coffee shop is where people come to meet with old friends and new minds. This is where they come to plan, and at times even create, new works of poetry, drawings, novels, and everything else which breaths life into life. This place is the living breath of Kalamazoo.
I add a little sugar to my drink and fall in love with the dull clank of the spoon against the thick walls of the tall glass cups the cafe uses. I look around and see that my usual table, in the center of the room, is taken, so I make my way to the bar stools and take a seat there. The chairs are surprisingly comfortable for being simple wooden seats. It's clear that the cafe knows well that people come here to stay for long periods at a time.
Talking Finances with Leighsa G
Tune in to Talking Finances with Leighsa G each and every Tuesday... Some of the topics we will discuss are
Long term care insurance
Owning Your Own Home
How to get your credit score up up.
If you would like to advertise your business on the radio, please contact us at email@example.com... Please visit our website www.earkandyradio.com
Why, what, and how we conduct business is sometimes more challenging than trying to answer if the chicken or the egg came first. A business plan is more than an item to be checked off of a to-do list. Being true to ourselves and understanding why we started our business is the foundation of a successful business.
The purpose of our business begins with knowing our own purpose and using that cornerstone to build our mission statement and ultimately our business. Join us and our special guest Sunita Trevino, as we discuss our purpose statements and how it's used to keep us aligned in business. Listen LIVE from your phone by calling 347-945-6693 or click the link below to tune in from your tablet or computer.
A new and exciting variety broadcast that covers all things hoodoo, rootwork, and conjure.
"From deep in the heart of Texas, where the stars at night are big and bright, comes The Now You Know Show, with Professor Charles Porterfield, here to tell it like it was and how it is, to help school ya, so no one can fool ya!"
Tune in and learn valuable lessons about the practice of hoodoo, conjure, and throwing roots with a skilled practitioner who brings a lifetime of experience to the task of teaching newbies and entertaining old-time practitioners alike. Professor Porterfield is a talented rootworker, a dedicated founding member of AIRR, a gifted reader, and one of our dearest friends. We are proud to sponsor him in this new adventure.
At Professor Porterfield's TheNowYouKnowShow.com web site, you can find updates and information on the show -- or, to access episodes directly, just go to The Now You Know Show at Blog Talk Radio.