Ask the Experts

#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.