Browsing Tag
401(k) Sales Strategies
45 posts
The Best Way to Justify Higher 401k Fees? 2018 Excel 401(k): The Advisors’ Conference
Make it real, make it granular and make it specific. It was a key point made at a…
Where Are We With Total 401(k) Assets?
Not that we’re watching too closely, but like 401k plans themselves, it’s good to benchmark overall assets from…
Rethinking Your Small 401k Plan Profitability
I sat on a panel at a recent industry event to discuss the small plan 401k market. We…
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…
4 Steps to a Successful 401(k) Brand Audit
‘I can’t believe we lost out on this 401k plan!’ It’s what one advisor told me about a…
8 Myths About Small-Business 401ks (Debunked)
In a recent survey by Paychex, Inc., 56 percent of small business owners who offer retirement benefits said…
How 401k Advisors ‘Immediately’ Gain Credibility with Prospects, Clients
Authority marketing – it’s an entendre that works a number of ways. For the purposes of “The Authority…
Biggest Barrier to Beginning 401k Benefits?
Try and figure this one out—a perceived lack of savings prevent people from saving. It therefore follows that…
‘401(k)-Like’ Plans in Higher Education: A Growing Opportunity
Smarty-pants professors might benefit from a “401(k)-like plan,” research from Cerulli Associates finds, further opening defined contribution plans—or…