The 401k Playbook

As advisors (or TPA's, recordkeepers, wholesalers) we are always looking for ways to grow. We focus on prospecting and marketing techniques, which although not bad, aren't enough. Whether you are a solo advisor or lead a team of 50, your focus needs to be on scaling your business.

You can grow a business and run yourself into the ground. Or you can scale a business and become profitable and efficient, both in time and money. Which one would you choose? 

In this episode, we discuss what scaling is, why you want to scale, and give tactical tips for actually scaling your 401k business or practice.

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As a 401k advisor, we are taught to sell, and there is nothing wrong with that. But how do we gain the technical knowledge we need to grow our 401k business and take care of our clients? There aren't many ways.

In this episode, I discuss how you can increase your technical knowlege in several ways. I also discuss the best way, in my opinion, that is rarely talked about.

If you enjoy this podcast, please leave a rating and a review so that other people can find it. Thanks for listening!

I just got back from the annual NAPA 401k Summit. It was a great conference as it is every year.

Why should you go to conferences? What should you expect to get out of them? What are your expectations and how do you approach them?

In this episode I talk about the conference itself, what it is and what it isn't, why I attend conferences and how I think you should approach them.

I hope you enjoy. If you do like the podcast, please leave a review and/or rating. Thanks!

If you want to be a good 401k advisor, you have to know what you are doing. 401ks are some of the most complex financial instruments that exist. You want your clients to think of you as a trusted resource who can connect them with the information they need to make decisions for the benefit of them and their employees.

But how do you go about doing that? In this episode, I give you 5 ways that you can deepen your 401k knowledge, learn the industry, and become the 401k expert that your clients need and want.

If you like the show, feel free to rate and review it so that others can find it. Also, if you want to connect or have any questions, feel free to reach out to me on LinkedIn until we get the website up and running.