Welcome to the 401k Best Practices Blog!
On this site, you’ll find a variety of topics that generally fall under one of these four categories:
(I’ve included links to the most popular articles in each category)
Sales and Marketing (How to Grow Your Business)
- 10 Proven Strategies to Close More 401k Plan Business
- Four Steps That Will Help You Grow Your 401k Practice
- 6 Steps to Content Marketing Success
- Still Cold Calling? Try This…
Compliance and Customer Service (How to Service Your Clients)
- Best Practices for 401k Committees
- The 1-Hour Annual Plan Review Meeting (Yes, It’s Possible!)
- 6 Steps you Must Include in Your Service Process
- 401k Service Models: The Complete Guide
Business Management (How to Manage Your Practice)
401k Advisor Resources (including book reviews, resource reviews and more)
- The Retirement Plan Professional’s Designation & Certification Guide
- 401k Resource Review: Active 401k
- 12 Newsletters All 401k Advisors Should Read
- To Succeed at Sales, Get Rid of the ABC Mentality (a Book Review of Jane Murphy’s book, “There’s No Such Thing as Closing the Deal”
Looking for more content, inspiration, and success strategies?
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- Connect with me on LinkedIn where I share life and business lessons.
Want more 401k clients?
Use these Proven Strategies to get more 401k Appointments and build a pipeline process that turns leads into clients…
(learn more)
Looking for an Investment Committee Toolkit (Turn-Key Documents)?
A complete set of documents (and process) so you can help plan sponsors set up and manage an effective committee…
(learn more)