Browsing Tag
Design to Double
9 posts
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?…
5 Favorite Podcasts to Help 401k Advisors Outperform
Don’t you just love this time of year? Holiday music and Christmas lights are just a few of…
How to Be The Worst 401k Advisor Ever
Is there anything worse than being awarded the “Worst Company in America” by Consumerist.com (which is owned by…
Dollars to Donuts: Making the Best Use of Advisors’ Time
Gen Xers, in particular, will remember a popular Dunkin Donuts promotional campaign from their youth. In a sleep-deprived stupor,…
Design to Double: The Poorly-Planned Pursuit of Perfection
401(k) advisors can learn quite a bit from software companies—both about the procedures they put in place and…
Are You Anticipatory or Reactionary in Your 401k Business?
I recently attended the Kohler Thought Leadership Conference hosted by Sheridan Road and had the pleasure of seeing Daniel…
You Don’t Define a 401(k) Target Market, It Defines You
I had the pleasure of recently interviewing Lisa Petronio from Strategic Retirement Partners for our Elite Advisor profile…
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…
Design to Double: Stay Distraction-Free and 401k Focused
Squirrel! It’s one of my favorite scenes from the movie Up. The dog is “speaking” with Carl, played…