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The 401k Playbook

The 401k Playbook is a podcast for advisors, by advisors...or one advisor to be specific. This podcast is for any advisor looking to get into the 401k space, grow their 401k business, or learn more about what it means to be a 401k advisor. In this podcast, Grant interviews 401k advisors, thought leaders, and experts about their journey in the 401k space. But this isn't just about making more money. This is about people and stories. We will talk about the best parts of our work and the hardest parts of both our work and our journey. Grant Ellis has been in the 401k space since 2005. He has worked for a recordkeeper, owned a TPA firm, consulted for the largest brokerage firm in the world, and owned multiple 401k and wealth management practices. He has deep experience and knowledge in the 401k advisory world, but more than anything he loves connecting with people and hearing their stories.

info_outline All Things 401k Sales, Marketing, and Prospecting 06/05/2025
info_outline From Cold Prospecting To Referrals - How To Grow 01/31/2025
info_outline How To Get The Most Out Of Conferences 11/22/2024
info_outline Tips For Scaling Your 401k Business 09/20/2024
info_outline Grow Your Technical Knowledge To Grow Your Business 09/13/2024
info_outline My Takeaways From The NAPA 401k Summit 04/11/2024
info_outline How To Build Your 401k Knowledge Base 04/02/2024
info_outline Welcome To The 401k Playbook! 03/27/2024
 
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