Ask the Experts

#19 - In this episode, I share the first step you should take before you post anything on social media

#18 - In this episode, we're talking about the types of content to share on your social media profiles

#17 - In this episode, I'm sharing my recommendation for how much time you should be spending on social media each week.

#16 – In this episode, I'm sharing my "Free Template Tuesday" strategy you can swipe to grow your 401k prospect list

#15  – In this episode, I'm talking about 3 reasons I believe you should be on social media...

#14  – In this episode, I'm sharing a super-simple social media planning strategy to make coming up with content to post easy.

#13  – In this episode, I share 3 ways you can grow your 401k business.

#12  – In this episode, I talk about setting (or reevaluating) your 401k business goals for the year and what's needed to crush your goals for this year.

#11  – In this episode, I talk about being referable, starting with looking at your business from your clients' perspective.

Episode #10  – In this episode I share email follow-up strategies that can help you convert 401k leads into clients

Episode #9  – Capturing 401k Leads Online - In this episode, we're going to talk about how to turn online prospects into leads...

Episode #8  – What plan sponsors are searching for online… the one marketing strategy that will get you in front of more plan sponsors...

Episode #7  – What is your origin story... how did you get here? Advisors often ask how they can build their trust, credibility, and authority online and a frequent answer I give is to make sure you "story" is very clear in your marketing.

Episode #5  – DALBAR's Registered Fiduciary (RF™) Certification with Cory Clark - In this interview with Cory Clark of DALBAR, Inc., you'll learn about the Registered Fiduciary (RF™) certification identifies financial professionals that have achieved pertinent academic qualifications and licenses, learned required practices, and have passed a background check.

Episode #3  – The Why and How of Fiduciary Training for Investment Committees With our Expert Panelists weighing in… Since one thing I’ve always felt strongly about is the need for education by both 401k professionals and plan sponsors that have decision-making authority (see The Need for 401k Specialization), when a reader recently posed a question […]

Episode #2  – Business Plans With Maria Marsala If you’re trying to create a business growth strategy without first creating a business plan, then you need to listen to this episode of the 401k Best Practices Podcast. In this episode, I interview Maria Marsala, Founder of Elevating Your Business, and Business coach to financial advisors, planners and brokers. […]

Episode #1  – Advisory Boards With Stephen Wershing If you’re looking for ways to grow your 401k Practice, then you need to learn more about this referral marketing strategy that involves setting up Client Advisory Boards. In this episode, I interview Stephen Wershing, President of the Client Driven Practice and Author of “Stop Asking for […]