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As a new segment we will be answering questions from the field from 401k Advisors. The guest will rotate to give Advisors fresh perspectives about all things 401k related. Submit your questions to us on Twitter by contacting us there @the401ksg or by using the hashtag #AskThe401SG.
This week Jason Grantz, QPA, AIFA will be answering our first round of questions. These episodes will be short and sweet!
Kathleen (Kate) McBride, AIFA® joins me on the show today. We will discuss CEFEX Certficiation what it is, how to obtain it and how it can help a 401k Advisory Practice grow and retain retirement plan clients. Kate is the founder of Fiduciary Path, LLC, a CEFEX Analyst holds the Chair For the Committee for Fiduciary Standard.
To learn more about CEFEX Certification contact Kate here on LinkedIn https://www.linkedin.com/in/kathleen-mcbride-aifa®-ba739214
Today, John Eaton, General Manager @ 401k GPS joins me to discuss how retirement planning can offer Advisors and wealth managers tremendous opportunities.
401K GPS is a collaborative, online tool that gives you and your client more control over their employer-sponsored retirement plan investments. 401K GPS was designed to take the guesswork out of retirement investing by allowing you to co-manage your client’s 401(k) with knowledge, confidence and timely insights and recommendations.
401K GPS, LLC ("401K GPS") is a federally registered investment adviser with the Securities and Exchange Commission (SEC). Please contact 401K GPS at info@401KGPS.com to receive a copy of its disclosure document. 401K GPS does not custody any 401(k) assets. Any historical returns, expected returns, or probability projections may not reflect actual future performance.
Today Mike Shamburger, Head of Territory Sales - T. Rowe Price joins me today to disuss the upcoming webinar series featuring Ann Scheck. The webinars are designed to help 401k Advisors jump start their growth and retention efforts for 2016.
The webinars will present data-driven strategies to assist the Advisor in staying top of mind with existing clients and demonstrate your value to new Plan Sponsor relationships.
To learn more about the upcoming webinar series click here: http://bit.ly/TRoweBluePrintSeries
T. Rowe Price and The 401k Study Group are not affiliated. Content is for Advisors only. None of the content here should be deemed investment or tax advice.
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 Andrew J. Evans, MBA about the ins and outs of Advisor transitions. Why do Advisors move? What are the reasons and the hurdles to be considered when moving. How does a firm like Atlantic Financial Group help those Advisors making a change?
Andrew serves as Managing Director of Atlantic Financial Group and Securities Principal registered through Cambridge Investment Research.
Andrew works with our branch network on two major areas: field development and supervision. Andrew works directly with our advisor relationships to grow the field and maintain operational oversight in their daily compliance. Andrew also is directly involved with helping producers transition to our group and ensure their on-boarding is successful.
Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., registered broker-dealer, member FINRA/SIPC.
Liberty Counsel Now Labeled a Hate Group and today we continue our Bible study in Romans 14.
AL-Iman Prayer Group three days fasting & prayer ends with special prayer by inviting an Islamic scholar to give a lecture about important of life.
AL- Iman Prayer Group three days Fasting & Prayer, the Imam will prayer for all members of the group and recite some beautiful Quran.
AL-Iman Prayer Group Three days fasting & Prayer session, a guest speaker will deliver lecture to the members during the session
AL-Iman Prayer Group three days Fasting & Prayer, at this period, member were advice to fast and later listen to Quranic Inspiration
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