Browsing Tag
401(k) Client Acquisition
215 posts
401(k) Client Acquisition refers to the process of identifying, attracting, and converting new clients—typically employers or plan sponsors—into adopting or switching to a particular 401(k) retirement plan provider or advisor. It combines elements of sales, marketing, and relationship-building, but with strategies tailored to the retirement plan industry’s unique regulatory, fiduciary, and trust-based nature.
401k Advisors Largely Shun Digital Communication—But Shouldn’t
Advisors would love to conduct business in the “traditional manner,” and meet in person with clients as opposed…
Shocked! (Not): Advisors Help 401(k) Participants Feel More Confident
Color us not at all surprised; Americans with a financial advisor feel better and do better with spending…
New 401k Tool to Target Small- and Medium-Sized Businesses
The small market means big business for 401k advisors, and a new platform hopes to capitalize on the…
401(k) Help for ‘Two-Plan Tonys’
Financial advisors who dabble in 401(k)s are often (and somewhat derisively) referred to as “two-plan Tonys.” They’ve stumbled…
$3 Billion in 3 Years (and Counting)—How One Top 401(k) Advisor Grew So Fast
It’s an obvious but important point—an astronomical level of assets under advisement achieved in a super-compressed time period…
Offbeat and Completely Original 401k Enrollment Strategies
Taco trucks. Hammocks. Keg-o-rators. Not exactly the words you associate with increasing 401k participation, but advisor Jason Chepenik…
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…
How to Create a Competitive 401k Advantage Through Adaptive Selling
The boardroom is where adaptive selling happens. Multiple finals presentations will be delivered to the committee, including your…
Give Grads the Gift of Financial Health
Graduation ceremonies and celebrations are in full swing. Mulling over what to give your favorite grad? Millennials have…
Design to Double: Stay Distraction-Free and 401(k) Focused
Squirrel! It’s one of my favorite scenes from the movie Up. The dog is “speaking” with Carl, played…