401k advisor

Explore " 401k advisor" with insightful episodes like "Derek Fiorenza", "401kExperts 031: Resource Review - PlanTools", "401kExperts 030: Resource Review - 401kGrabNGo", "401kExperts 029: How to Get New 401k Leads into Your Pipeline" and "401kExperts 027: Creating Your Own Unique 401k Service Process" from podcasts like ""401(k) Specialist Podcast", "Ask the 401k Experts", "Ask the 401k Experts", "Ask the 401k Experts" and "Ask the 401k Experts"" and more!

Episodes (12)

Derek Fiorenza

Building Client Relationships with Advisor Derek Fiorenza

Derek Fiorenza, C(K)P, CPFA, AIF, PPC, MSBA, is wired a little differently than the typical retirement plan advisor. He joins us to explain the somewhat unique approach he has to building client and participant relationships.

Fiorenza, who serves as the Vice President, COO and CCO of Summit Group Retirement Planners in the Philadelphia area—a firm he co-founded with his father Anthony Fiorenza in 2013—has earned several accolades as a “top advisor under 40” and the company has been named a top DC advisor team by NAPA multiple times.

He also talks about why he regularly attends the NAPA Fly-In Forum in Washington D.C., addresses the retirement industry’s coverage gap, and tells us about a passion profit in the form of a non-profit he founded to help feed the hungry.

401(k) Specialist Podcast

en-usAugust 28, 2023

401kExperts 031: Resource Review - PlanTools

#31 - In this episode, I'm talking with David Witz from Fiduciary Risk Assessment about their software called PlanTools .

enAugust 15, 2022

401kExperts 030: Resource Review - 401kGrabNGo

#30 - In this episode, I'm talking with Andy Hudson from 401(k) Champions about a valuable resource they offer advisors called 401kGrabNGo.

enAugust 04, 2022

401kExperts 029: How to Get New 401k Leads into Your Pipeline

#29 - In this episode, I'm sharing some intel on the best 401k prospecting methods to help you get new 401k leads into your pipeline (from the Marketing Effectiveness Survey).

enJuly 18, 2022

401kExperts 027: Creating Your Own Unique 401k Service Process

#27 - In this episode, I'm sharing a way to avoid the commoditization trap by creating a unique 401k service process.

enJuly 16, 2022

401kExperts 025: How to Scale Your 401k Business with Segmented Service Models

#25 - In this episode, I'm sharing (the cliff-notes version of a full training video covering...)what your service model needs for every plan, and how to put a system in place to manage the small plans and the big plans, from 2 plans up to 200 plans.

enJuly 14, 2022

401kExperts 024: How to Build Authority as a 401k Educator

#24 - In this episode, I'm sharing the cliff-notes version of Lesson 2: Educate - where we discuss how to build authority as an expert and educator in the 401k industry.

enJuly 13, 2022

401kExperts 023: How to Differentiate Yourself as a 401k Advisor

#23 - In this episode, I'm sharing the cliff-notes version of Lesson 1: Differentiate - where we discuss how to differentiate yourself as a 401k Advisor, starting with your Pitchbook

enJuly 12, 2022

401kExperts 022: Becoming a 401k Specialist: 3 Training Programs I Recommend

#22 - In this episode, I'm sharing 3 designation & certification programs you should complete first (or next) on your path to becoming a 401k specialist.

enJuly 11, 2022

401kExperts 021: New 401k Advisor - Start Here

#21 - In this episode, I'm sharing tips for getting started in the 401k industry (and a few ideas on generating leads)

enJuly 10, 2022

401kExperts 003: Plan Sponsor Education

Episode #3 - The Why and How of Fiduciary Training for Investment Committees With our Expert Panelists weighing in... Since one thing I've always felt strongly about is the need for education by both 401k professionals and plan sponsors that have decision-making authority (see The Need for 401k Specialization), when a reader recently posed a question […]

enJune 05, 2015

investment committee training

401k advisor

401kExperts 002: Business Plans

Episode #2 - Business Plans With Maria Marsala If you're trying to create a business growth strategy without first creating a business plan, then you need to listen to this episode of the 401k Best Practices Podcast. In this episode, I interview Maria Marsala, Founder of Elevating Your Business, and Business coach to financial advisors, planners and brokers. […]

enFebruary 10, 2015