The 401k Best Practices Blog
- The 1-Hour Annual Plan Review Meeting (Yes, It’s Possible!)
- Find, Nurture, Convert…Repeat
- 6 Steps to Content Marketing Success
- Don’t Be the Cheapest, Be the Most Valuable
- Still Cold Calling? Try This…
- How to Carve Out a Niche in the 401k Market
- Four Steps That Will Help You Grow Your 401k Practice
- 12 Newsletters All 401k Advisors Should Read
- Being an Advisor Isn’t For You
- The 401k Industry Needs Specialists
Content gets added monthly on a variety of topics that fit under either 1) Sales and Marketing, 2) Compliance and Customer Service, 3) Business Management or 4) Advisor Resources.
I also write about other topics not specifically related to the 401k industry that can be found on my LinkedIn Profile such as (you’ll be leaving the blog to follow these links):
- How to Avoid Webinar Catastrophes
- Six Business Lessons Disguised as Hockey
- 2253 Reasons You Should Write Shorter List Posts
- 3 Timeless Ways to Honor our Veterans
- How to Respond to “Is Santa Real?”
Looking for more content, inspiration, and success strategies?
- Join the newsletter to be notified of new articles.
- Follow me on Twitter for inspiration and a variety of business building strategies.
- Connect with me on LinkedIn where I share life and business lessons.
- And see what I’m reading and find inspiration on my Recommended Reading Page.
I am a successful entrepreneur, consultant, and creator who has spent the last 20+ years working in the financial industry while developing training, tools and resources for 401k advisors. I am the Founder and former CEO of Financial Service Standards (sold to fi360, Inc. in 2013). I now write and consult full-time. I am married and have two boys. I live near Pittsburgh, PA.