Ask the Experts

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.

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.

Episode #4 Active 401k (Sponsored) a Marketing Tool and Advice Solution With Craig Wear I recently came across a third party platform called Active 401k. They offer an online, automated, account advice solution that makes the asset allocation and quarterly rebalancing recommendations for you. It sounds really interesting. It sounds like a great way [...]

Episode #4 - Active 401k - (Sponsored) a Marketing Tool and Advice Solution With Craig Wear NOTE – This tool is no longer available for access by the public. I recently came across a third party platform called Active 401k. They offer an online, automated, account advice solution that makes the asset allocation and quarterly rebalancing [...]

Episode #3  – The Why and How of Fiduciary Training for Investment Committees With our Expert Panelists weighing in… Since one thing I’ve always felt strongly about is the need for education by both 401k professionals and plan sponsors that have decision-making authority (see The Need for 401k Specialization), when a reader recently posed a question […]

Episode #3 The Why and How of Fiduciary Training for Investment Committees With our Expert Panelists weighing in Since one thing I ve always felt strongly about is the need for education by both 401k professionals and plan sponsors that have decision-making authority (see The Need for 401k Specialization), when a reader recently posed a question [...]

Episode #2  – Business Plans With Maria Marsala If you’re trying to create a business growth strategy without first creating a business plan, then you need to listen to this episode of the 401k Best Practices Podcast. In this episode, I interview Maria Marsala, Founder of Elevating Your Business, and Business coach to financial advisors, planners and brokers. […]