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Today I chat with Jeff Feld, CPA about his new 401k platform named Alliance One. Jeff and I will discuss which clients it will appeal to and the details that 401k Advisors need to know when shopping for plans.
AllianceOne is a simple turn-key plan that is built on ultra low-cost investments; fiduciary protection; participant retirement readiness and high-touch administrative services.
There has been much buzz over the rise and asset gathering abilities of so called "robo-Advisors". Today, Chris Costello Co-Founder and CEO of Blooom joins me to chat about how his firm is managing your 401k balance on-line. Blooom has been the focus of content from Fast Company to Forbes, and from Business Insider to Barron's.
Chris and I will discuss the genesis and evolution of the platform and what Advisors should know about Blooom.
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.
In August 2014 the DOL published an RFI pertaining to Self-Directed Brokerage accounts within participant directed 401(k) plans. This session will review any DOL updates as well as review the fiduciary considerations in offering a brokerage window. What are the fiduciary roles and responsibilities of offering brokerage windows and how can plan advisors help their clients with this decision.
Mr. Lee Topley, AIFA® Managing Director of the Unified Trust, NA Retirement Plan Consulting Group will join us today to help us better understand the fiduciary requirements of offering a self-directed brokerage option. Lee will also chat with me about how an Advisor can help their Plan Sponsor Clients meet their fiduciary obligations if they are considering or already offer these options.
The information presented is the opinion of the presenter, is not intended to be legal or financial advice, and should not be relied upon for those purposes.
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
As the average age of the Financial Advisor tops 57 years of age, our industry faces a challenge. Where will the next generation of Advisors come from? Join me today as I chat with Craig Pfeiffer, CEO of Advisors Ahead as we discuss the unique mission of Advisors Ahead.
With partnerships and carreer tracks at universities all over the U.S. Craig and I will discuss why he beleives his model is poised to help the indusrty find those that will be filling the ranks 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 Amy Buttell, CEO of Lake Effect Creative. Amy is a financial storyteller. She works with financial services professionals to craft compelling stories by using various types of print and digital media. With over 14 years of experience Amy is well versed with the challenges of an Advisor workinging in the digital world.
Amy was very generous this month by allowing members of The 401k Study Group to answer a challenge question to win a blog post on how to improve 401k Enrollment Meetings.
You can follow Amy here on Twitter and her company page is here as well.
Looking forward to chatting with Amy about how Financial Advisors can craft the right kind of story to reach the audience they are looking to work with in the practices.
After coaching and consulting hundreds of offices, Matt Halloran knows that advisors want ideas. Most advisors feel they are alone on their own island and need great new ideas to help them run their businesses, market to new clients, and communicate to existing clients. This is the book for the advisor who always wants to stay ahead of the game.
Today's discussin will be with Matthew Halloran, President of Top Advsors Coaching. We will discuss his newly published book, "99 Best Ideas".
You can check out the book on Amazon by clicking this link: http://amzn.com/B00SM4CBA8
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.
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.
Join me as I chat with Eddie Griffin, AIF about July Business Services and how Advisors should POP! to succes in the qualified plan space. Eddie is the NE Regional Consultant for July Business Services and a long time supporter of The 401k Study Group®. July Business Services is a national retirement plan services firm providing independent, high quality services and solutions to investment advisors, employers, and plan participants. Our strength derives from many years of hands-on experience and from our customer-first approach to helping our clients meet their goals. We believe that through the basics of honesty, loyalty, integrity, and the building-up of others, we will create long-term partnerships.
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