Ask the 401k Experts

Oct 08 2024 38 ep. 11 mins 5
Ask the 401k Experts Podcast artwork

The 401k Best Practices Ask the Experts Podcast is where financial advisors get resources, strategies and best practices for growing a successful and compliant 401k practice. As the host, Sharon Pivirotto interviews top 401k advisors and leading industry and business experts and shares ideas for growing, servicing, and managing a successful 401k business.

  Business  Education
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401kExperts 040: Resource Review - The 401(k) Advisor Playbook

Oct 08 2024 9 mins  
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.

401kExperts 039: Why Your Story is So Valuable in Marketing

Nov 19 2022 8 mins  
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.

401kExperts 038: Does Your Marketing Speak to Your Ideal Client?

Nov 18 2022 10 mins  
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.

401kExperts 037: The Four Core Fundamentals of Great Positioning

Nov 17 2022 5 mins  
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.

401kExperts 036: What Strong Online Positioning Can Do For You

Nov 16 2022 7 mins  
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.

401kExperts 035: How a Printed Compliance File Can Help You Win New Business

Nov 10 2022 3 mins  
#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.

401kExperts 034: Resource Review - Catapult

Sep 12 2022 14 mins  
#34 - In this episode, I'm talking with Justin Witz, Founder and CEO of Catapult HQ, Inc. about their RFP solution called "Catapult."

401kExperts 033: Resource Review - PscNet

Sep 05 2022 12 mins  
#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).

401kExperts 032: Resource Review - TRAK

Aug 29 2022 21 mins  
#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.

401kExperts 031: Resource Review - PlanTools

Aug 15 2022 29 mins  
#31 - In this episode, I'm talking with David Witz from Fiduciary Risk Assessment about their software called PlanTools .