Retireholics

By RetireholicsBusiness Investing

Retireholics episodes

April 28, 2021 Michael Kitces - This dude has a Wikipedia page!
Michael Kitces is an American financial planner, commentator, speaker, blogger, and educator. He frequently contributes to industry publications, publishes a blog and newsletter for advisors, is the former practitioner editor of the Journal of Financial Planning, the co-founder of the XY Planning Network (#168 on the Inc. 5000 list in 2018) and AdvicePay, and is a partner of Pinnacle Advisory Group, a financial advisory firm. He has also been featured in Investopedia's top 10 "most influential" advisors list.
- https://en.wikipedia.org/wiki/Michael_Kitces

1 hr 38 min
October 30, 2020 Sheri Fitts - Showing up to virtual.
Marketing creative expert, who has been serving the financial industry for that last 25+ years, talks about how advisors need to actually put some effort into their virtual meeting approaches.
1 hr 6 min
August 24, 2020 Aaron Pottichen ("The Champ") - Is the 401k an emergency savings?
55 min
August 14, 2020 Fred Reish (ERISA legend)
47 min
June 21, 2020 Lisa Allen from Advisor 2x - Giving Back
Chief Revenue Officer at Advisor2X Lisa Allen talked to us about giving back and "getting proximate" during their conferences and working with kids in the local community on financial literacy and exposing them to the financial services industry.
38 min
June 17, 2020 Jeanne Fisher shares her 401k marketing secret sauce
One of the hardest working financial advisors you'll ever meet. She shares with us her mindset that helps her kill it in the 401k space.
53 min
June 02, 2020 Thomas Clark - PPP Pittfalls for Plans
We love this guy, he's litigating ERISA Attorney that speaks straight and cuts to the heart of confusing issues. If it was up to us, this show would have been 5 hours (and if his kid wasn't pulling on his sleeve).
1 hr 14 min
May 17, 2020 Sal Tripodi - The ERISA God!
One our of favorite guest, an absolute legend in the TPA world, the man with all the answers, SAL (fricken) TRIPODI.
You'd think somebody so smart could avoid saying the Prohibited Word 50 times, but I guess not.
1 hr 3 min
May 12, 2020 Matthew Wolniewicz - 401k Financial Advisors Marketing Post Pandemic
Matthew Wolniewicz, President of Fi360 took a break from watching the draft, and talked to the Retireholiks about what advisors did for their clients during the pandemic is going to be Publish now a great talking point to a prospect in a post pandemic point of sale.
33 min
May 02, 2020 Steps for Financial Advisors to take online.
#10 Samantha Russell walks us through actions financial advisors should be taking during the Covid-19 pandemic.
The top 3 are super critical.
1. Check all outgoing scheduled communications for anything tone def to Covid-19
2. Update contact info on website, if how people reach you has changed during this time.
3. Check 'Google My Business' and make sure it's the information you want people to see for your business.
56 min