Browsing Tag
401(k) Sales Strategies
45 posts
QUIZ: 10 Questions to Self-Evaluate Your 401k Marketing
How well do you do? Are your efforts paying off? Take this 10-question quiz to reveal your retirement…
9 Sales Steps to Demonstrate Competence and Character
Trust—it’s a simple word with big meaning used frequently in sales. Clients often say they chose one advisor…
6 Facts About Selling to Female Decision-Makers
When being briefed on a finals presentation that I was coaching, the gentleman leading the sales team said,…
5 Strategies to Demonstrate You’re the Right Client Fit
“Differentiation” is a term frequently used in sales. Advisors have been trained to search out and sell their…
The Dominant Driver in 401k Decision-Making
Boardrooms—where buying committees in suits thrive while making big important decisions based on cold hard facts about important…
How to Seize Opportunity With Annual 401k Plan Reviews
Today’s 401k plans offer employers a world of options. A mid-year plan review positions sponsors to identify areas…
How to ‘Adapt’ to Adaptive 401k Selling
What’s your ‘Myers Briggs type of score’ and why does it matter? Cuna Mutual Retirement Solutions’ Randy Fuss…
3 Challenges to High Employee Retention: 2019 Fi360 Annual Conference
Commoditization kills. “We have to get out of the mindset that because we have a hammer, every problem…
401k Sales Success: Good Morning, Great Day
I am so pumped up! Do you feel like Emmet from the Lego Movie when you wake up?…
Video Works Well to Attract New 401k Clients, If…
‘Make your personality shine through’ is just one element of a successful shoot when looking to connect…