#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)