Ask the 401k Experts

We all know the power of stories (in teaching, for remembering what we hear, for engaging people, etc.) and in marketing – stories can create a connection more powerful than any other type of communication.

In this episode of the 401k Best Practices (Ask the Experts) podcast, 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.

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(Sign up for a free preview and access the first 5 lessons for free – includes lessons, transcripts, and worksheets.)

Watch the YouTube version of this episode here.

Do you find you’re attracting prospects that aren’t a great fit (or not really attracting any new prospects without a lot of effort)?

In this episode of the 401k Best Practices (Ask the Experts) podcast, I’m sharing another lesson from the New Instant Authority Masterclass on how to define your perfect client so your marketing attracts your perfect client by speaking to their needs, hopes, and desires.

Mentioned in this episode:

(Sign up for a free preview and access the first 5 lessons for free – includes lessons, transcripts, and worksheets.)

Watch the YouTube version of this episode here.

If you want to position yourself as a 401(k) expert and authority, there are four core fundamentals you need to address.

In this episode of the 401k Best Practices (Ask the Experts) podcast, I’m sharing another lesson from the New Instant Authority Masterclass on the four core fundamentals of strong online positioning.

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If a plan sponsor looked you up on line, would they see you as a trusted expert and authority in the 401(k) industry?

In this episode of the 401k Best Practices (Ask the Experts) podcast, 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.

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Looking for ways to demonstrate that you have a solid process in place to help plan sponsors?

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.

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Read the article version of this topic (transcript included) here.

* In the story, the Plan Compliance file was a reason cited for the advisor winning the plan (it was not the ONLY reason). There is no promise or guarantee you will win a $200 million dollar plan by simply showing up with a binder ;-)… There is more to selling than that – but it can certainly help demonstrate your value visually.

Looking for a turn-key, full-service, Request for Proposal (RFP) platform?

In this episode of the 401k Best Practices (Ask the Experts) podcast, I’m talking with Justin Witz, Founder and CEO of Catapult HQ, Inc. about their RFP platform called “Catapult.”

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Read the article version of this topic (transcript included) here.

Looking for an easy-to-use retirement plan design and proposal solution?

I recently spoke 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).

In this episode of the 401k Best Practices (Ask the Experts) podcast, I’m talking with Marco Brown, creator of PscNet about a software program that allows advisors to create plan design proposals comparing several types of qualified plans, (including Age Weighted, New Comparability, and Cash Balance Plans).  

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Read the article version of this topic here.

Looking for a way to add tremendous value to the participants in the plans you serve? A tool that engages participants and helps move the needle on retirement readiness?

In this episode of the 401k Best Practices (Ask the Experts) podcast, I’m talking with Ed Dressel from RetireReady Solutions about their flagship software product called The Retirement Analysis Kit, better known as TRAK.

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Read the article version of this topic here.

Looking for an investment monitoring program that gives you control over the parameters… and includes the ability to customize each IPS, a built-in CRM, a client vault, a fiduciary education center – and more!?

In this episode of the 401k Best Practices (Ask the Experts) podcast, I’m talking with David Witz from Fiduciary Risk Assessment about their software called PlanTools.

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Read the article version of this topic here.

Looking for strategies, scripts, and ideas to get more 401k sales opportunities (and close them and then service them?)…

In this episode of the 401k Best Practices (Ask the Experts) podcast, I’m talking with Andy Hudson from 401(k) Champions about a valuable resource they offer advisors called 401kGrabNGo.

Mentioned in this episode:

Read the article version of this topic here.

Note: I think is such a valuable resource for 401(k) advisors – especially those just starting out or looking for prospecting and servicing ideas – that I’m buying it for anyone who joins the 401k Quarterback program (full template library access) – or anyone who purchases just the single Prospect Drip Content in a Box Kit.