Browsing Tag
Jeanne Fisher
6 posts
Episode 14—SRP’s Jeanne Fisher on ‘Mega, Mega Bucks’ for Tax-Free Growth With Roth 401(k) Planning Strategies
Top advisor and social media personality Jeanne Fisher, managing director with Strategic Retirement Partners in Nashville, joins us…
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…
How 401(k) Advisors Use LinkedIn For Sales and Marketing
Obviously, the big one is connecting, but what then?
Science of Social Media: How to Hit 401k Lead Gen
Different platforms do different things—here’s what to use when.
Make Social Media Marketing Meaningful to Your 401(k) Business
Social media for social media’s sake doesn’t do much if done wrong. How do 401k advisors ensure it’s…
What Does 401(k) Advisory Success Mean in 2019?
Jeanne Fisher, senior financial advisor with ARGI, hits hard on business metrics right out of the gate.