401k prospecting

Explore " 401k prospecting" with insightful episodes like "401kExperts 034: Resource Review - Catapult", "401kExperts 033: Resource Review - PscNet", "401kExperts 030: Resource Review - 401kGrabNGo", "401kExperts 029: How to Get New 401k Leads into Your Pipeline" 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 (7)

401kExperts 034: Resource Review - Catapult

#34 - In this episode, I'm talking with Justin Witz, Founder and CEO of Catapult HQ, Inc. about their RFP solution called "Catapult."

enSeptember 12, 2022

401kExperts 033: Resource Review - PscNet

#33 - In this episode, I'm talking with Marco Brown, creator of PscNet about a plan design comparison software program that allows advisors to create proposals comparing several types of qualified plans, (including Age Weighted, New Comparability, and Cash Balance Plans).

enSeptember 05, 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 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)

enJuly 15, 2022