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Magazine
401k Specialist
The Latest
401k, fintech, ai, envestnet
AI Tech to Spot Fiduciary Risks in Coming Years
Mutual fund popularity
Mutual Fund Ownership on the Rise, and Mostly Within 401(k)s
corporate roundup
Public Buys Alto’s CryptoIRA Side, Financial Advisor Duo Join Raymond James
BofA 401k Pay resource
BofA Launches ‘401k Pay’ Digital Solution for Retirement Income
Browsing Tag

ShoeFitts Marketing

3 posts
LinkedIn Live advisors
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2 minute read
  • 401(k) Practice
  • Events
  • Your 401(k) News

Live From Tampa! A New Way to Differentiate Advisors: NAPA 401(k) Summit

'Imagine having your own television channel, radio show, and podcast'
byJohn Sullivan
April 3, 2022
Building Trust in Financial Services with Sheri Fitts interview
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1 minute read
  • 401(k) Practice
  • Events
  • Your 401(k) News

Don’t Forget to Focus on the ‘Why’: Sheri Fitts

Emotional appeals matter, but how do 401k advisors genuinely connect? The marketing maven explains.
bySheri Fitts and John Sullivan
April 19, 2019
Why brand is best in 401(k) marketing strategies.
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2 minute read
  • 401(k) Practice
  • 401(k) Products
  • Your 401(k) News

401(k) Marketing: Why Advisors Continue to Fail

Sheri Fitts is blunt about the mistakes 401(k) financial advisors make, and like most marketing mavens, she says…
byJohn Sullivan
June 8, 2016
  • 401k, fintech, ai, envestnet

    AI Tech to Spot Fiduciary Risks in Coming Years

  • Mutual fund popularity

    Mutual Fund Ownership on the Rise, and Mostly Within 401(k)s

  • corporate roundup

    Public Buys Alto’s CryptoIRA Side, Financial Advisor Duo Join Raymond James

  • BofA 401k Pay resource

    BofA Launches ‘401k Pay’ Digital Solution for Retirement Income

401k Podcast
  • Small-Plan Retirement Market

    Technology and the Small Plan Market with 401GO’s Sue Hardy and Cheryl Morrison Deutsch

Featured Industry Articles
  • Manulife John Hancock’s Brandon Radach and Retirement Plan Advisor Search’s Veronica Bray discuss how to win more 401(k) finalist presentations.

    Acing the Finalist Presentation: How to Win More 401(k) Plans

  • Retirement at a Glance



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