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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
The USA has some of the most successful people in the world living in this country. The standard of living is a form of luxury compared to most of the world. Americans love entertainment,food,sports,shopping and work to have a comfortable lifestyle. The problem is for most Americans we aren't wise in our spending habits. Most of us don't know how the credit system works. We are not informed on loans,savings,retirement,401k or IRA,home mortgage,and car loans. Americans due to this lack of knowledge have suffered financial ruin,fell victim to predatory lending and suffered in their personal lives. Finances is the number 1 reason for divorce in America. Most people would think it would be cheating but the heart of most relationship problems is money. Not a lack of money but how is used that can create a lack. We will cover every topic and answer questions to what you don't know. We will also share tricks not to pay interest on credit cards,balancing a budget and why you should live within your means.
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
Learn how to invest in person retirement accounts such as IRA,401k and 403b.
Join me as I chat with Sheri Fitts about her new monthly program for Financial Advisors.
Now you can grow your influence and business consistently without a huge time investment. Our monthly full-service package provides the customized content and hand-holding guidance that fuels simple but standout digital marketing.
Managing a growing retirement plan practice requires attention to many competing priorities including the daily – and hourly – movement of the market, regulatory requirements, client requests and more. Often times, marketing takes a back seat because of limited budgets, technology, or time. This misstep compounds each month limiting sales and resulting growth.
Ready, Set, Sell is a monthly marketing program developed specifically for retirement plan advisors. Packed with relevant, timely content, Ready, Set, Sell provides all of the necessary content and technical know-how to implement consistent retirement plan marketing each and every month. From social media updates to website instructions, Ready, Set, Sell supports your current outreach and future growth.
In this fast-paced and humorous, non-technical interview, Kevin will explain how he's helped many Financial Professionals grow their business by combining time-tested and proven interpersonal, sales and networking skills with the world's largest online business Rolodex, LinkedIn.
Kevin Knebl is an International Speaker, Author, Trainer and Coach whose clients include small, medium and Fortune 500 companies. He's an in-demand, leading authority on Social Selling, Relationship Marketing, LinkedIn and Twitter with a healthy dose of Inspiration, Transformational Insight, and Humor blended in for conferences, conventions, company trainings, and many other events.
On this Talk 2 Q Radio Show we'll discuss being secure. Being secure can come in any shape, form, or fashion. Some of us want to be financially secure, secure in our relationships, and secure in our homes.
Tonight, we'll discuss all things security as we dive into the following topics:
The lack of security in the White House.
At what point do you feel secure in your relationship?
Will Gen X'ers ever be financially secure enough for retirement?
Afterwards, we'll get into some Zone Coverage and preview Week 6 in the NFL!
These things and more on the Talk 2 Q Radio Show!
"No experts. Just opinions."
Show No. 404
Scheduled for 90-120 mins.
Workshop Wednesdays with Tony Gambone with his guest Tommy Kulpa & Cynthia White
Tommy Kulpa has been associated with the Insurance and Financial Services Industry for the past three years; and chose this field because of the increase in people outliving their money. I have studied and worked with Insurance, Medicare Supplement/Gap Insurance Plans, Final Expense Insurance, Annuities, 401K rollovers, and Universal Life Insurance products. He joined PHP Agency because of their commitment to save America; one family at a time through their Playbook Process, their standards, morals, ethics, and determination to make a difference. His primary focus is to conduct needs assessments to young families, businesses, and the baby boomer market offering solutions so they live a lifestyle of significance. www.phpdream.com
Cynthia White is an Actor, Director, Writer, Producer and Acting Coach. She has coached hundreds of professional actors and acting students all over the country and world through IndependentActor, a talent development and career coaching consultancy for Actors and Performing Artists. Her book on acting technique and creative career development, Your Castable Types®: Understanding How The Industry Perceives Your Talent Will Maximize Your Acting Success, is published by Smith & Kraus and available at bookstores in the USA, Great Britain, Australia, Israel and India as well as online retailers such as Amazon.com. - See more at: http://www.independentactor.com/about/#sthash.jHOMq8wy.dpuf
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