Ask the Experts

Ask the Experts Episode #44 features a resource review of the 401(k) Annuity Hub. In this episode, Sharon Pivirotto speaks with Tomika Tolland about how advisors can simplify the evaluation and implementation of lifetime income solutions within retirement plans.

Ask the Experts Episode #43 features a resource review of Radish Plan, a performance-based profit sharing solution. In this episode, Sharon Pivirotto speaks with Kyle Bagley about how Radish connects employee behavior to retirement contributions to improve engagement, retention, and participation.

Ask the Experts Episode #42 features a behind-the-scenes review of Strad, a virtual family office platform built for advisors. In this episode, Sharon Pivirotto speaks with Russell Dow about how Strad helps advisors centralize client information, deliver a family office experience, and differentiate their client service model.

Ask the Experts Episode #41 features a behind-the-scenes review of the Savology Financial Wellness Platform. In this episode, Sharon Pivirotto speaks with Brock Klementson about how advisors are using Savology to deliver financial wellness at scale, support middle-market clients, and add value to retirement plan relationships without adding more work to their practice.

Ask the Experts #40 - In this episode, I'm giving you a behind-the-scenes review of The 401(k) Advisor Playbook - a coaching program for 401k plan advisors offered by Andy Hudson. There is so much more to this program than just coaching so I encourage you to take a look and see if you could benefit from a program like this.

Ask the Experts #39 - In this episode, I'm sharing another lesson from the New Instant Authority Masterclass on the power of knowing, and sharing, your "why" or your story of why you do what you do.

Ask the Experts #38 - In this episode, I'm sharing another lesson from the New Instant Authority Masterclass on how to attract more best-fit, ideal clients.

Ask the Experts #37 - In this episode, I'm sharing another lesson from the New Instant Authority Masterclass on the four core fundamentals of strong online positioning.

Ask the Experts #36 - In this episode, I'm sharing a lesson from the New Instant Authority Masterclass on how strong positioning can give you an advantage in 401(k) plan prospecting.

#35 - In this episode of the 401k Best Practices (Ask the Experts) podcast, I'm sharing a short story about what an advisor I worked with said was a key reason they won a $200 million dollar plan.

#34 - In this episode, I'm talking with Justin Witz, Founder and CEO of Catapult HQ, Inc. about their RFP solution called "Catapult."

#33 - In this episode, I'm talking with Marco Brown, creator of PscNet about a plan design comparison software program that allows advisors to create proposals comparing several types of qualified plans, (including Age Weighted, New Comparability, and Cash Balance Plans).  

#32 - In this episode, I'm talking with Ed Dressel from RetireReady Solutions about their flagship software product called The Retirement Analysis Kit, better known as TRAK.

#31 - In this episode, I'm talking with David Witz from Fiduciary Risk Assessment about their software called PlanTools™.

#30 - In this episode, I'm talking with Andy Hudson from 401(k) Champions about a valuable resource they offer advisors called 401kGrabNGo.

#29 - In this episode, I'm sharing some intel on the best 401k prospecting methods to help you get new 401k leads into your pipeline (from the Marketing Effectiveness Survey).

#28 - In this episode, I'm sharing my thoughts on using 401k titles (like 401k Quarterback, 401k Coach, etc.), what Robert Cialdini says about titles, and then I'd love to get your opinion...

#27 - In this episode, I'm sharing a way to avoid the commoditization trap by creating a unique 401k service process.

#26 - In this episode, I'm sharing (the cliff-notes version of a full training video covering...)some important 401k prospecting and conversion tips (on getting new leads and converting them to clients)

#25 - In this episode, I'm sharing (the cliff-notes version of a full training video covering...)what your service model needs for every plan, and how to put a system in place to manage the small plans and the big plans, from 2 plans up to 200 plans.

#24 - In this episode, I'm sharing the cliff-notes version of Lesson 2: Educate - where we discuss how to build authority as an expert and educator in the 401k industry.

#23 - In this episode, I'm sharing the cliff-notes version of Lesson 1: Differentiate - where we discuss how to differentiate yourself as a 401k Advisor, starting with your Pitchbook

#22 - In this episode, I'm sharing 3 designation & certification programs you should complete first (or next) on your path to becoming a 401k specialist.

#21 - In this episode, I'm sharing tips for getting started in the 401k industry (and a few ideas on generating leads)

#20 - In this episode, I'm sharing 3 resources you might want to consider if you're looking for done-for-you social media content