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 marketing
Explore " 401k marketing" with insightful episodes like "401kExperts 032: Resource Review - TRAK", "401kExperts 029: How to Get New 401k Leads into Your Pipeline", "401kExperts 026: 401k Prospecting and Conversion Tips", "401kExperts 021: New 401k Advisor - Start Here" and "401kExperts 020: Three Done-For-You Social Media Marketing Resources" 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 (12)
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 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 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)
401kExperts 020: Three Done-For-You Social Media Marketing Resources
#20 - In this episode, I'm sharing 3 resources you might want to consider if you're looking for done-for-you social media content
401kExperts 019: Do This Before Posting on Social Media
#19 - In this episode, I share the first step you should take before you post anything on social media
401kExperts 018: What Advisors Should Post on Social Media
#18 - In this episode, we're talking about the types of content to share on your social media profiles
401kExperts 017: How Much Time Should You Spend On Social Media Marketing Weekly
#17 - In this episode, I'm sharing my recommendation for how much time you should be spending on social media each week.
401kExperts 016: Swipe My Free Template Tuesday Strategy To Grow Your List
#16 - In this episode, I'm sharing my "Free Template Tuesday" strategy you can swipe to grow your 401k prospect list
401kExperts 015: Three Reasons to Consider Social Media as a Marketing Strategy
#15 - In this episode, I'm talking about 3 reasons I believe you should be on social media...
Sheri Fitts
Anyone who knows Sheri Fitts knows her hard-charging, yet fun, approach to marketing and branding. The speaker, consultant, and creator with Sheri Fitts & Co. is a staple on the conference circuit, preaching the need for the digital adoption of social media marketing tactics for 401(k) advisors, and the real business-building and revenue-generating opportunities that result.
Her energy and enthusiasm are infectious, which made, as always, for a great interview. Among other topics, she joined us to discuss LinkedIn, and the live streaming capabilities it now affords.
Samantha Russell
Samantha Russell is chief evangelist with Twenty Over Ten, a digital marketing platform for financial professionals.
Russell’s practical yet insightful digital marketing tips and techniques have helped thousands of financial professionals experience significant growth. And lord knows, when it comes to digital marketing, they certainly need the help.
Russell joins us to discuss what advisors can do better, new and cool technology and the latest ideas in social media marketing.