Design to Double: The Poorly-Planned Pursuit of Perfection
401(k) advisors can learn quite a bit from software companies—both about the procedures they put in place and…
Are You Anticipatory or Reactionary in Your 401k Business?
I recently attended the Kohler Thought Leadership Conference hosted by Sheridan Road and had the pleasure of seeing Daniel…
You Don’t Define a 401(k) Target Market, It Defines You
I had the pleasure of recently interviewing Lisa Petronio from Strategic Retirement Partners for our Elite Advisor profile…
Remarkable Resilience—How One Elite Advisor Maintains His Motivation
The news of General Electric’s Dow demise is a lesson for 401k advisors—change is inevitable; how one reacts…
Design to Double: Effectively Tackling Sales Pipeline Management
The No. 1 distraction for advisors, says Rick Shoff, managing director at Captrust, is their pipeline. Sure, everyone’s…
Triumph Over Tragedy—An Elite Advisor’s Perspective on (All-Important) Perseverance
“Our industry is at an inflection point,” Brett Shofner matter-of-factly states. “Advisors need to start owning the success…
Bringing Balance Back to Business—One 401k Advisor’s Time Management Tightrope
A guy named Tony Powers has gotta be an elite advisor—his name just screams success, like Richie Rich…
Constant Connection—The Importance of ‘Presence’ in Achieving Elite Advisor Status
Getting to know your clients’ children is a staple of generational retention, but John Carroll takes it a…
Sink or Swim—How One Elite 401k Advisor Finds (and Sustains) Success
Color us impressed. Andrew DeGroat just finished a swim from Alcatraz to the mainland. Leave it to the…
How to Adopt the Habits of Top Performing 401k Advisors
Individuals and teams at the top of any profession share certain characteristics. Yes, they work hard and might…