All Things 401k Sales, Marketing, and Prospecting
The 401k Playbook
This episode dives into the question I get more than any other: How do you grow a 401(k) business? If you're entering the space or trying to get better at it, you've probably heard a lot of noise. Scripts, shortcuts, and promises that sound too good to be true. I’m not here for that. I’m sharing what actually works, where most advisors go wrong, and what you need to have in place before you worry about sales strategy. If you want to build a business that lasts, this episode is for you. Connect with me on LinkedIn if you want to talk more. And if you enjoy the show, a quick review goes a...
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From Cold Prospecting To Referrals - How To Grow
The 401k Playbook
It can be extremely difficult to grow your 401k book of business. Every advisor knows what it feels like to spend hours cold calling and cold emailing only to have nothing to show for it. The dream for every advisor, in 401ks or otherwise, is to grow their business by getting referrals. But how do you get referrals? Do you need a system? Do you need to ask for them? In this episode, Grant talks about how his business evolved its growth strategy from cold prospecting to referral-based growth. It's not what you think, but it might help you refine your growth and referral process you try to...
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How To Get The Most Out Of Conferences
The 401k Playbook
Going to conferences can be fun, but they can also be expensive and a waste of time. Why bother spending the money and taking time away from work and family to go listen to people talk on a stage? These are good questions, and today, we'll discuss why conferences can be an important part of your journey. If you are intentional about the conferences you attend and clear about your objectives, attending a conference can be transformative for you and your business. If you enjoy this show and are willing, I'd love for you to leave a rating and a review, and perhaps share it with friends. If...
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Tips For Scaling Your 401k Business
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...
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Grow Your Technical Knowledge To Grow Your Business
The 401k Playbook
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!
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My Takeaways From The NAPA 401k Summit
The 401k Playbook
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!
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How To Build Your 401k Knowledge Base
The 401k Playbook
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,...
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Welcome To The 401k Playbook!
The 401k Playbook
info_outlineGoing to conferences can be fun, but they can also be expensive and a waste of time. Why bother spending the money and taking time away from work and family to go listen to people talk on a stage?
These are good questions, and today, we'll discuss why conferences can be an important part of your journey. If you are intentional about the conferences you attend and clear about your objectives, attending a conference can be transformative for you and your business.
If you enjoy this show and are willing, I'd love for you to leave a rating and a review, and perhaps share it with friends. If you are interested in having me speak at your conference or event, please email [email protected].