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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
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.
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.
Today my guest is Raghav Sharma, Co-Founder and CEO of GuideVine. We discuss how and why Financial Advisors are using this digital platform to build and cultivate potential relationships with clients.
GuideVine is a technology platform that serves both consumers seeking financial advice and financial advisors looking to connect with potential clients.
Developed by a group of industry experts from McKinsey and technology veterans, consumers can access GuideVine’s deep roster of financial advisors to find the “right” financial advisor, given their unique personal circumstances. Our platform allows financial advisors to put their best foot forward and connect with motivated individuals who are actively seeking financial advice.
Today Matt Zimmerman, Natinoal Sales Manager for Milliman Financial Risk Managment and I discuss the strategies deployed with the Even Keel family of mutual Funds. The Even Keel Managed Risk Funds are actively managed mutual funds that seek to provide investors access to broadly diversified global markets, and the Milliman Managed Risk Strategy—an intelligent risk management process that seeks to create a smoother investment experience and defend against losses during sustained market declines.
FOR FINANCIAL PROFESSIONAL USE ONLY. NOT TO BE DISTRIBUTED TO MEMBERS OF THE PUBLIC.
Not a Deposit | Not Insured by any Government Agency | Not FDIC Insured | No Bank Guarantee | May Lose Value
Full Discalimer can be found here: http://www.slideshare.net/ChuckHammond/milliman-podcast-disclaimer
As the CVO of MindBody Group Fitness Arts Foundation it is my pleasure to host Group Fitness Out the Box. I've been in the group fitness profession for a number of years and am dedicated to recruiting more instructors and developing creative fitness formats and business models.
Today we cover a variety of topics including
MindBody Group Fitness Arts Foundation's mission
2015 fitness trend forecasting via ACE website
Online fitness training by Vida
David and Goliath by Malcolm Gladwell and yes it has something to do with group fitness
Also, next week Ahmad El will be back with more on the mechanics of Tai Chi. Follow the show to make sure you don't miss the episode. Maybe we will take callers...
Comments? Please post them here or on MindBody Group Fitness Arts Foundation FB page. Thanks!
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!
Greetings Group Fitness Instructor peeps!
As I finished my tai chi practice this morning, I was inspired to record this show.
What's MindBody fitness? What does that even mean? I describe how I interpret MindBody fitness and why it is important that GFIs pay attention to this essential healing practice.
Questions explored include:
How do we adapt a tai chi class successfully to a group fitness format?
How do instructors create a standard format for teaching tai chi to students
Is tai chi for fighting or healing in the group fitness arena?
Can fitness instructors learn to mimic martial arts forms effectively?
Do instructors need to know the martial (fighting) aspects of tai chi to teach it?
How long will it take before you can start teaching a tai chi class?
How is a tai chi class structured for a 30-minute session?
You can connect to me on my Facebook page as MindBody Group Fitness Arts Foundation.
in The Bible
EXODUS- Did you see the movie?
Today we will cover Exodus the real scripture from the Word of God. Grab your Bibles and join us live for Audio Bible Study.
New Life Ministries Church- With Dr. Jerry Williams
email@example.com Email us for Prayer requests,Questions or Comments....
God Bless all of you!!!
in The Bible
NLMC- We welcome you to Bible study as we listen and follow along with the Word of God. We will use Audio Bible NLT.
We are a Non-Denomination Church internationally around the world. God is Free and you should never have to may money to bring him into your life.