Browsing Tag
Jeanne Fisher
5 posts
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…
November 30, 2020
2 Key Introductory Financial Wellness Conversation Questions
“Who is your 401k with?” and “What does your financial wellness program look like?” These are the two…
July 29, 2019
How 401k Advisors Use LinkedIn For Sales and Marketing
Obviously, the big one is connecting, but what then?
February 27, 2019
Science of Social Media: How to Hit 401k Lead Gen
Different platforms do different things—here’s what to use when.
February 10, 2019
Make Social Media Marketing Meaningful to Your 401k Business
Social media for social media’s sake doesn’t do much if done wrong. How do 401k advisors ensure it’s…
February 1, 2019