Browsing Tag
401(k) Client Acquisition
217 posts
Do Millennials Burn Money or Save It?
Millennials are a bunch of carefree, entitled scamps with the highest standard of living (by far) of any…
Reason No. 3,048 for a 401k
Prudential Financial announced a deal last week to take on nearly $1 billion in pension obligations from a…
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 401k 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…
401k Help for ‘Two-Plan Tonys’
Financial advisors who dabble in 401ks 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…