Limited Edition - L3 - How to Scale Your 401k Business Through Segmented Service Models

Limited Edition - L2 - How to leverage other people's content to become the educator and expert, and how to use that skill to get more leads and offer more value

Limited Edition - L1 - How to Differentiate Yourself to Close More Plans - Learn the Secrets to Closing More Business and Scaling Your 401k Practice

#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 #6 - DALBAR's Certification of Reasonableness - An independent certification of compliance with ERISA Section 408(b)2. In this interview with Cory Clark of DALBAR, Inc., you'll learn about the Certification of Reasonableness - an independent certification of compliance with ERISA Section 408(b)2.

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.