401kExperts 032: Resource Review - TRAK
#32 - In this episode, I'm talking with Ed Dressel from RetireReady Solutions about their flagship software product called The Retirement Analysis Kit, better known as TRAK.
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401k best practices
Explore " 401k best practices" with insightful episodes like "401kExperts 032: Resource Review - TRAK", "401kExperts 031: Resource Review - PlanTools", "401kExperts 029: How to Get New 401k Leads into Your Pipeline", "401kExperts 027: Creating Your Own Unique 401k Service Process" and "401kExperts 026: 401k Prospecting and Conversion Tips" from podcasts like ""Ask the 401k Experts", "Ask the 401k Experts", "Ask the 401k Experts", "Ask the 401k Experts" and "Ask the 401k Experts"" and more!
Episodes (10)
401kExperts 031: Resource Review - PlanTools
#31 - In this episode, I'm talking with David Witz from Fiduciary Risk Assessment about their software called PlanTools .
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).
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.
401kExperts 026: 401k Prospecting and Conversion Tips
#26 - In this episode, I'm sharing (the cliff-notes version of a full training video covering...)some important 401k prospecting and conversion tips (on getting new leads and converting them to clients)
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.
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.
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
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.
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)