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SWAY Live
18 posts
6 Reasons Advisors Have Trouble Overcoming Client Objections: Excel 401(k) 2020 Digital Series
Any advisor who has spoken to a client knows the frustration of making a well-reasoned recommendation only to…
Don’t Forget to Focus on the ‘Why’: Sheri Fitts
Emotional appeals matter, but how do 401k advisors genuinely connect? The marketing maven explains.
‘New’ Podcast Highlights Female Innovators in Financial Services
Leave it to a marketing maven to hit upon a really great podcast title—Women Rocking Wall Street. In…
How Far Behind Are 401(k) Advisors with Social Media Marketing?
Sheri Fitts of ShoeFitts Marketing is having none of it when it comes to 401(k) advisors and their…
4 Digital Marketing Steps 401(k) Advisors Should Take Now
Sheri Fitts doesn’t mince words. “401(k) advisors are 10 years behind where they need to be with their digital marketing,”…
How to Address the 401(k) Industry’s Diversity Issue
You certainly can’t call Ross Marino a hands-off conference manager. The founder and CEO of Excel 401(k): The…
401(k) Advisors Set to ‘Excel’ in Las Vegas
Put a bunch of 401(k) advisors together in a room and they’re bound to have fun—even in a…
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…