Browsing Tag
401(k) Client Acquisition
217 posts
How to Build a 401(k) Practice by Cold Calling
Advisor Steven Wilkinson aims to prove a seven-figure practice can be built from scratch in 3 years—and he’s sharing everything about how he’s attempting it on LinkedIn
Why Employers Wanting to Attract and Retain Key Talent Look to NQDC Plans
PSCA’s just-released 2022 Nonqualified Plan Survey shows firms continue to rely on this tool to make their benefits package more competitive
Expanding the Reach of Your Practice with 403(b) Plans
Why advisors should add a prospecting strategy for 403(b) clients in 2023
intellicents Goes to Pot
The high-profile independent financial services firm is capitalizing on the cannabis opportunity in employee benefits
How Your Country Club Membership Leads to Business
Better access to business owners is an obvious way to build your 401k plan business. You can find them—and cultivate relationships without breaking the rules—at your local country club
A ‘Smart’ 4-Pronged 401k Strategy: Wealth@wor(k) 2022
'Our longer-term strategy is about delivering more and better personalized solutions'
With an Empowering Move, Great-West Goes Away
Great-West originally came to Denver in the 1970s. Empower was created in 2014
Why Your 401(k) Business Brand is EVERYTHING
Millions of American families need us to step up and do more than the minimum. You got this—go execute.
Want to Build a Successful 401(k) Business? It’s Not Complicated
It’s a recipe for lasting 401k success and true career fulfillment
Recordkeeper Breaks Six-Figure Mark for 401k Plans Served
Paychex reveals this week it administers plans for 103,595 401k clients as of April 2022