Episode #39 – Why Your Story is so Valuable in Marketing

We all know the power of stories (in teaching, for remembering what we hear, for engaging people, etc.) and in marketing – stories can create a connection more powerful than any other type of communication.

In this episode of the 401k Best Practices (Ask the Experts) podcast, I’m sharing another lesson from the New Instant Authority Masterclass on the power of knowing, and sharing, your “why” or your story of why you do what you do.

Mentioned in this episode:

• Instant Authority Masterclass

(Sign up for a free preview and access the first 5 lessons for free – includes lessons, transcripts, and worksheets.)

Watch the YouTube version of this episode here.

Episode #38 – Does Your Marketing Speak to Your Ideal Client?

Do you find you’re attracting prospects that aren’t a great fit (or not really attracting any new prospects without a lot of effort)?

In this episode of the 401k Best Practices (Ask the Experts) podcast, I’m sharing another lesson from the New Instant Authority Masterclass on how to define your perfect client so your marketing attracts your perfect client by speaking to their needs, hopes, and desires.

Mentioned in this episode:

• Instant Authority Masterclass

(Sign up for a free preview and access the first 5 lessons for free – includes lessons, transcripts, and worksheets.)

Watch the YouTube version of this episode here.

Episode #37 – The Four Core Fundamentals of Great Positioning

If you want to position yourself as a 401(k) expert and authority, there are four core fundamentals you need to address.

In this episode of the 401k Best Practices (Ask the Experts) podcast, I’m sharing another lesson from the New Instant Authority Masterclass on the four core fundamentals of strong online positioning.

Mentioned in this episode:

• Instant Authority Masterclass
• (Sign up for a free preview and access the first 5 lessons for free – includes lessons, transcripts, and worksheets.)
• Watch the YouTube version of this episode here.
• Read the article version here.

Episode #36 – What Strong Online Positioning Can Do For You

If a plan sponsor looked you up on line, would they see you as a trusted expert and authority in the 401(k) industry?

In this episode of the 401k Best Practices (Ask the Experts) podcast, I’m sharing a lesson from the New Instant Authority Masterclass on how strong positioning can give you an advantage in 401(k) plan prospecting.

Mentioned in this episode:

• Instant Authority Masterclass
• (Sign up for a free preview and access the first 5 lessons for free – includes lessons, transcripts, and worksheets.)
• Watch the YouTube version of this episode here.

Episode #35 – How a Printed Compliance File Can Help You Win New Business

Looking for ways to demonstrate that you have a solid process in place to help plan sponsors?

In this episode of the 401k Best Practices (Ask the Experts) podcast, I’m sharing a short story* about what an advisor I worked with said was a key reason they won a $200 million dollar plan.

Mentioned in this episode:

• The 401(k) Plan Compliance File Kit

Read the article version of this topic (transcript included) here.
Or watch the YouTube Video here.

* In the story, the Plan Compliance file was a reason cited for the advisor winning the plan (it was not the ONLY reason). There is no promise or guarantee you will win a $200 million dollar plan by simply showing up with a binder ;-)… There is more to selling than that – but it can certainly help demonstrate your value visually.

Episode #34 – Resource Review – Catapult (An RFP Solution)

Looking for a turn-key, full-service, Request for Proposal (RFP) platform?

In this episode of the 401k Best Practices (Ask the Experts) podcast, I’m talking with Justin Witz, Founder and CEO of Catapult HQ, Inc. about their RFP platform called “Catapult.”

Mentioned in this episode:

• Catapult

Read the article version of this topic (transcript included) here.
Or watch the YouTube Video here.

Episode #33 – Resource Review – PscNet (Profit Sharing Comparison System)

Looking for an easy-to-use retirement plan design and proposal solution?

I recently spoke 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).

In this episode of the 401k Best Practices (Ask the Experts) podcast, I’m talking with Marco Brown, creator of PscNet about a software program that allows advisors to create plan design proposals comparing several types of qualified plans, (including Age Weighted, New Comparability, and Cash Balance Plans).  

Mentioned in this episode:

• PcsNet

Read the article version of this topic here.
Or watch the YouTube Video here.

Episode #32 – Resource Review – The Retirement Analysis Kit (TRAK)

Looking for a way to add tremendous value to the participants in the plans you serve? A tool that engages participants and helps move the needle on retirement readiness?

In this episode of the 401k Best Practices (Ask the Experts) podcast, I’m talking with Ed Dressel from RetireReady Solutions about their flagship software product called The Retirement Analysis Kit, better known as TRAK.

Mentioned in this episode:

• RetireReady.com (TRAK)

Read the article version of this topic here.
Or watch the YouTube Video here.

Episode #31 – Resource Review – PlanTools

Looking for an investment monitoring program that gives you control over the parameters… and includes the ability to customize each IPS, a built-in CRM, a client vault, a fiduciary education center – and more!?

In this episode of the 401k Best Practices (Ask the Experts) podcast, I’m talking with David Witz from Fiduciary Risk Assessment about their software called PlanTools.

Mentioned in this episode:

• PlanTools

Read the article version of this topic here.
Or watch the YouTube Video here.

Episode #30 – Resource Review – 401kGrabNGo

Looking for strategies, scripts, and ideas to get more 401k sales opportunities (and close them and then service them?)…

In this episode of the 401k Best Practices (Ask the Experts) podcast, I’m talking with Andy Hudson from 401(k) Champions about a valuable resource they offer advisors called 401kGrabNGo.

Mentioned in this episode:

• 401kGrabNGo
• Book: The 401(k) Sales Champion
• Online Course Hosting Platform: Kajabi
• Bi-Monthly Coaching Calls: 401(k) Sales Calls

Read the article version of this topic here.
Or watch the YouTube Video here.

Note: I think is such a valuable resource for 401(k) advisors – especially those just starting out or looking for prospecting and servicing ideas – that I’m buying it for anyone who joins the 401k Quarterback program (full template library access) – or anyone who purchases just the single Prospect Drip Content in a Box Kit.

Episode #29 – How to Get New 401k Leads into Your Pipeline

Want more 401k leads? Not sure the most effective methods or where to start?

In this episode of the 401k Best Practices (Ask the Experts) podcast, 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 conducted on this site).

Mentioned in this episode:

• Participate in the 2022 401k Marketing Effectiveness Survey here

Read the article version of this topic here.
Or watch the YouTube Video here (coming soon).

Disclaimer:  The information provided in these videos is for professional use only and not for use with plan sponsors or plan participants.