Browsing Tag
401(k) Client Acquisition
217 posts
Say What? Only 23% of Advisors Have a Defined Marketing Strategy
A new survey found that that 77% of advisors have no defined marketing strategy and that only 49%…
Best Place in the World to Retire (Supposedly)
This might be it. Internationalliving.com might have found the best place in the world to retire—at least overseas.…
A ‘Serious Shift’ in Mindset for the 401k Industry
What does the most “optimistic optimist” say about 2020, and what one question does every advisor need to…
How to Prospect, and Drive, 401k Business in a Virtual Setting
A timely topic was tackled recently at the EXCEL 401(K) Digital Series featuring an all-star panel of top…
Schwab Finalizes $22 Billion TD Ameritrade Acquisition
Charles Schwab today announced that it has completed its acquisition of TD Ameritrade, in an all-stock deal valued…
Fidelity Adds $148 Billion to Workplace Benefits Platform in 2020
Fidelity Investments reported Oct. 2 that it has added more than $148 billion in assets from new workplace…
Why Creativity is the 401(K) Advisor’s Job
Chepenik Financial Services is nearing its 50th anniversary, and one reason—indeed, a MAJOR reason—for its success is due…
Why The Right 401(k) Plan and Process Matter So Much
A new book uses a collaborative interview strategy that includes subject matter experts in a number of areas…
As Election Heats Up, Americans Calm(er) About Markets
Election season is thankfully headed for its final stretch, and calmer markets are giving Americans a chance to…
2020’s Best and Worst Places to Retire
Florida is fantastic, New Jersey not so much—at least when it comes to retirement. With retirement-age Americans at…