Browsing Tag
401(k) Marketing
306 posts
A 401k Plan as a Holiday Bonus?
A Seattle-based provider of low-cost retirement plans for small- to mid-size businesses is promoting the idea of companies…
Episode 14—SRP’s Jeanne Fisher on ‘Mega, Mega Bucks’ for Tax-Free Growth With Roth 401k Planning Strategies
Top advisor and social media personality Jeanne Fisher, managing director with Strategic Retirement Partners in Nashville, joins us…
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%…
How 401k Advisors Use Financial Wellness for Content Marketing
Content marketing began in the late nineteenth century when John Deere began writing The Furrow magazine, which advertised…
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.…
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…
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…