Browsing Tag
Profiles in Participant Outcomes
137 posts
Jason Chepenik’s TAPO Redux: Bigger, Better, More Creative
'My business has doubled in every aspect'
George Fraser’s TAPO Redux: Where Are They Now?
'It’s the most important thing we do and something of which I am immensely proud'
February TAPO Rodney Balbuena on Tripling Blue Collar Deferral Rates in Five Years
SageView Advisory Group’s Rodney Balbuena is a bilingual 401(k) advisor in Southern California who also happens to be…
March Top Advisor by Participant Outcomes (TAPO)—Chris Roper
A Soul Search for Successful Outcomes FOR WELL OVER A DECADE, Chris Roper has helped people from all…
February Top Advisor by Participant Outcomes (TAPO)—Rodney Balbuena
Speaking Truth to Build Trust Rodney Balbuena’s bilingual skills serve him exceptionally well. As a member of Southern…
January TAPO Will Hackler on Being ‘The Best They’ve Ever Seen’
Will Hackler is a big personality with a big book of 401k business, and he’s also our Top…
Michael Kane’s TAPO Redux: Where Are They Now?
'Consistent and quality leads would come from employee benefits and property/casualty shops in the future'
January Top Advisor by Participant Outcomes (TAPO)—William Hackler
How Complacency Kills a 401(k) Business Will Hackler never sat around waiting for things to happen. Maybe it…
December Top Advisor by Participant Outcomes (TAPO)—John Glomski
Much is written about the incredible opportunity in the micro and small plan market. Advisors recognize the possibilities,…
November Top Advisor by Participant Outcomes (TAPO)—David Stofer
ASK DAVID STOFER for an example of when he absolutely delivered for a plan sponsor and its participants—a…