Welcome to the 401k Best Practices Blog!
On the blog, 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…
- The Growth Path vs. The Guru Path
- Choosing a Retirement Designation
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
- Download – the Investment Committee Starter Kit
- 7 Strategies for Building a Strong 401k Committee
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
- 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”
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