Ask the Experts https://401kbestpractices.com/series/ask-the-experts/ Thu, 09 Apr 2026 00:41:14 +0000 en-US © %s Sharon Pivirotto Sharon Pivirotto false https://401kbestpractices.com/wp-content/uploads/2019/03/401kbestpracticespodcast1.png Ask the Experts https://401kbestpractices.com/series/ask-the-experts/ No yes 6d79a875-81ea-5da4-b6eb-e03aa5ddc776 https://wordpress.org/?v=6.6.2 Episode #43 – Resource Review – Radish Plan (Performance-Based Profit Sharing) https://401kbestpractices.com/podcast/resource-review-radish/ Wed, 25 Mar 2026 06:00:27 +0000 https://401kbestpractices.com/?post_type=podcast&p=9619 full https://401kbestpractices.com/wp-content/uploads/2026/02/RadishPlanPodcastCover.jpg Episode #43 – Resource Review – Radish Plan (Performance-Based Profit Sharing) false no 11:16 No no #42 – Resource Review – Strad (A Virtual Family Office Platform) https://401kbestpractices.com/podcast/resource-review-strad/ Tue, 03 Feb 2026 12:00:27 +0000 https://401kbestpractices.com/?post_type=podcast&p=9452 full https://401kbestpractices.com/wp-content/uploads/2026/02/stradapplepodcastimage.jpg #42 – Resource Review – Strad (A Virtual Family Office Platform) false no 28:28 No no #41 – Resource Review – Savology Financial Wellness Platform https://401kbestpractices.com/podcast/resource-review-savology/ Sat, 31 Jan 2026 12:00:27 +0000 https://401kbestpractices.com/?post_type=podcast&p=9442 full https://401kbestpractices.com/wp-content/uploads/2024/10/savologypodcastimageapple.jpg #41 – Resource Review – Savology Financial Wellness Platform false no 21:27 No no #40 – Resource Review – The 401k Advisor Playbook https://401kbestpractices.com/podcast/resource-review-401k-advisor-playbook/ Tue, 08 Oct 2024 11:00:27 +0000 https://401kbestpractices.com/?post_type=podcast&p=9238 https://401kbestpractices.com/wp-content/uploads/2022/11/Episode40podcastthumbnailforapple.jpg #40 – Resource Review – The 401k Advisor Playbook false no 9:09 No no #39 – Why Your Story is So Valuable in Marketing https://401kbestpractices.com/podcast/why-your-story-is-valuable-in-marketing/ Sat, 19 Nov 2022 12:00:27 +0000 https://401kbestpractices.com/?post_type=podcast&p=8704 https://401kbestpractices.com/wp-content/uploads/2022/11/sqyourstoryisvaluable.jpg #39 – Why Your Story is So Valuable in Marketing false no 8:55 No no #38 – Does Your Marketing Speak to Your Ideal Client? https://401kbestpractices.com/podcast/marketing-speak-to-ideal-client/ Fri, 18 Nov 2022 12:00:27 +0000 https://401kbestpractices.com/?post_type=podcast&p=8703 https://401kbestpractices.com/wp-content/uploads/2022/11/sqidealclient.jpg #38 – Does Your Marketing Speak to Your Ideal Client? false no 10:15 No no #37- The Four Core Fundamentals of Great Positioning https://401kbestpractices.com/podcast/fundamentals-of-positioning/ Thu, 17 Nov 2022 12:00:27 +0000 https://401kbestpractices.com/?post_type=podcast&p=8702 https://401kbestpractices.com/wp-content/uploads/2022/11/sqcorefundamentals.jpg #37- The Four Core Fundamentals of Great Positioning false no 5:39 No no #36 – What Strong Online Positioning Can Do For You https://401kbestpractices.com/podcast/what-strong-positioning-can-do/ Wed, 16 Nov 2022 12:00:27 +0000 https://401kbestpractices.com/?post_type=podcast&p=8689 https://401kbestpractices.com/wp-content/uploads/2022/11/sqstrongpositioning.jpg #36 – What Strong Online Positioning Can Do For You false no 7:22 No no #35 – How a Printed Compliance File Can Help You Win New Business https://401kbestpractices.com/podcast/printed-compliance-file/ Thu, 10 Nov 2022 12:00:27 +0000 https://401kbestpractices.com/?post_type=podcast&p=8652 https://401kbestpractices.com/wp-content/uploads/2022/09/EP35-PrintedComplianceFilePodcastThumbnail.jpg #35 – How a Printed Compliance File Can Help You Win New Business false no 3:30 No no #34 – Resource Review – Catapult https://401kbestpractices.com/podcast/resource-review-catapult/ Mon, 12 Sep 2022 15:00:27 +0000 https://401kbestpractices.com/?post_type=podcast&p=8282 https://401kbestpractices.com/wp-content/uploads/2022/09/CatapultRRSquarePodcastImage.jpg #34 – Resource Review – Catapult false no 14:48 No no #33 – Resource Review – PscNet https://401kbestpractices.com/podcast/resource-review-pscnet/ Mon, 05 Sep 2022 15:00:27 +0000 https://401kbestpractices.com/?post_type=podcast&p=8253 https://401kbestpractices.com/wp-content/uploads/2022/08/ResourceReview-Pscnetpodcastsquare.jpg #33 – Resource Review – PscNet false no 12:01 No no #32 – Resource Review – TRAK https://401kbestpractices.com/podcast/resource-review-trak/ Mon, 29 Aug 2022 15:00:27 +0000 https://401kbestpractices.com/?post_type=podcast&p=8223 https://401kbestpractices.com/wp-content/uploads/2022/08/trakpodcastsizepostimage-1.jpg #32 – Resource Review – TRAK false no 21:11 No no #31 – Resource Review – PlanTools https://401kbestpractices.com/podcast/resource-review-plantools/ Mon, 15 Aug 2022 15:00:27 +0000 https://401kbestpractices.com/?post_type=podcast&p=8123 https://401kbestpractices.com/wp-content/uploads/2022/08/EP31-PlanToolssquare.jpeg #31 – Resource Review – PlanTools false no 29:39 No no #30 – Resource Review – 401kGrabNGo https://401kbestpractices.com/podcast/resource-review-401kgrabngo/ Thu, 04 Aug 2022 15:00:27 +0000 https://401kbestpractices.com/?post_type=podcast&p=7961 https://401kbestpractices.com/wp-content/uploads/2022/07/401kbestpracticespodcast30.jpg #30 – Resource Review – 401kGrabNGo false no 12:45 No no #29 – How to Get New 401k Leads In Your Pipeline https://401kbestpractices.com/podcast/get-new-401k-leads-into-pipeline/ Mon, 18 Jul 2022 15:00:27 +0000 https://401kbestpractices.com/?post_type=podcast&p=7615 https://401kbestpractices.com/wp-content/uploads/2022/07/podcastep29.jpg #29 – How to Get New 401k Leads In Your Pipeline false no 7:50 No no #28 – Using 401k Titles – Marketing Genius or Something Else? https://401kbestpractices.com/podcast/401k-titles-genius-or-not/ Sun, 17 Jul 2022 15:00:27 +0000 https://401kbestpractices.com/?post_type=podcast&p=7536 https://401kbestpractices.com/wp-content/uploads/2022/07/28.jpg #28 – Using 401k Titles – Marketing Genius or Something Else? false no 4:53 No no #27 – Creating Your Own Unique 401k Service Process https://401kbestpractices.com/podcast/creating-your-unique-401k-service-process/ Sat, 16 Jul 2022 15:00:27 +0000 https://401kbestpractices.com/?post_type=podcast&p=7534 https://401kbestpractices.com/wp-content/uploads/2022/07/27.jpg #27 – Creating Your Own Unique 401k Service Process false no 6:45 No no #26 – 401k Prospecting and Conversion Tips https://401kbestpractices.com/podcast/401k-prospecting-and-conversion-tips/ Fri, 15 Jul 2022 15:00:27 +0000 https://401kbestpractices.com/?post_type=podcast&p=7532 https://401kbestpractices.com/wp-content/uploads/2022/07/26.jpg #26 – 401k Prospecting and Conversion Tips false no 6:48 No no #25 – How to Scale Your 401k Business with Segmented Service Models https://401kbestpractices.com/podcast/scale-with-segmented-service-models/ Thu, 14 Jul 2022 15:00:27 +0000 https://401kbestpractices.com/?post_type=podcast&p=7530 https://401kbestpractices.com/wp-content/uploads/2022/07/25.jpg #25 – How to Scale Your 401k Business with Segmented Service Models false no 6:32 No no #24 – How to Build Authority as a 401k Educator https://401kbestpractices.com/podcast/how-to-build-authority-as-401k-educator/ Wed, 13 Jul 2022 15:00:27 +0000 https://401kbestpractices.com/?post_type=podcast&p=7527 https://401kbestpractices.com/wp-content/uploads/2022/07/24.jpg #24 – How to Build Authority as a 401k Educator false no 7:31 No no #23 – How to Differentiate Yourself as a 401k Advisor https://401kbestpractices.com/podcast/how-to-differentiate-yourself-as-a-401k-advisor/ Tue, 12 Jul 2022 15:00:27 +0000 https://401kbestpractices.com/?post_type=podcast&p=7525 https://401kbestpractices.com/wp-content/uploads/2022/07/23.jpg #23 – How to Differentiate Yourself as a 401k Advisor false no 7:54 No no #22 – Becoming a 401k Specialist: 3 Training Programs I Recommend https://401kbestpractices.com/podcast/3-training-programs-new-401k-advisor/ Mon, 11 Jul 2022 15:00:27 +0000 https://401kbestpractices.com/?post_type=podcast&p=7523 https://401kbestpractices.com/wp-content/uploads/2022/07/22.jpg #22 – Becoming a 401k Specialist: 3 Training Programs I Recommend false no 7:46 No no #21 – New 401k Advisor? Start Here… https://401kbestpractices.com/podcast/new-401k-advisor-start-here/ Sun, 10 Jul 2022 15:00:27 +0000 https://401kbestpractices.com/?post_type=podcast&p=7513 https://401kbestpractices.com/wp-content/uploads/2022/07/21.jpg #21 – New 401k Advisor? Start Here… false no 9:07 No no #20 – Three Done-For-You Social Media Marketing Resources https://401kbestpractices.com/podcast/3-social-media-marketing-resources/ Sat, 09 Jul 2022 15:00:27 +0000 https://401kbestpractices.com/?post_type=podcast&p=7385 https://401kbestpractices.com/wp-content/uploads/2022/07/EP20-3socialmediamarketingresources.jpg #20 – Three Done-For-You Social Media Marketing Resources false no 11:01 No no #19 – Do This Before Posting on Social Media https://401kbestpractices.com/podcast/do-this-before-posting-on-social/ Fri, 08 Jul 2022 15:00:27 +0000 https://401kbestpractices.com/?post_type=podcast&p=7382 https://401kbestpractices.com/wp-content/uploads/2022/07/EP19-DoThisBeforeYouPostAnythingonSocial.jpg #19 – Do This Before Posting on Social Media false no 3:14 No no #18 – What Advisors Should Post on Social Media https://401kbestpractices.com/podcast/what-advisors-should-post-social-media/ Thu, 07 Jul 2022 15:00:27 +0000 https://401kbestpractices.com/?post_type=podcast&p=7379 https://401kbestpractices.com/wp-content/uploads/2022/07/EP18-whattopostpodcastimage.jpeg #18 – What Advisors Should Post on Social Media false no 5:45 No no #17 – How Much Time Should You Spend On Social Media Marketing Weekly https://401kbestpractices.com/podcast/how-much-time-to-spend-on-social/ Wed, 06 Jul 2022 15:00:27 +0000 https://401kbestpractices.com/?post_type=podcast&p=7364 https://401kbestpractices.com/wp-content/uploads/2022/07/Ep17-Howmuchtimeonsocial.jpg #17 – How Much Time Should You Spend On Social Media Marketing Weekly false no 4:49 No no #16 – Swipe My Free Template Tuesday Strategy To Grow Your List https://401kbestpractices.com/podcast/free-template-tuesday-strategy/ Tue, 05 Jul 2022 15:00:27 +0000 https://401kbestpractices.com/?post_type=podcast&p=7361 https://401kbestpractices.com/wp-content/uploads/2022/07/ListGrowthStrategyPodcastCoverImage.jpg #16 – Swipe My Free Template Tuesday Strategy To Grow Your List false no 3:44 No no #15 – Three Reasons to Consider Social Media as a Marketing Strategy https://401kbestpractices.com/podcast/social-media-as-a-marketing-strategy/ Mon, 04 Jul 2022 15:00:27 +0000 https://401kbestpractices.com/?post_type=podcast&p=7328 https://401kbestpractices.com/wp-content/uploads/2022/07/EP15-WhySocial.jpg #15 – Three Reasons to Consider Social Media as a Marketing Strategy false no 7:33 No no #14 – A Super Simple Social Media Planning Strategy https://401kbestpractices.com/podcast/super-simple-social-planning-strategy/ Sun, 03 Jul 2022 15:00:27 +0000 https://401kbestpractices.com/?post_type=podcast&p=7306 https://401kbestpractices.com/wp-content/uploads/2022/07/Podcastthumbnails.jpg #14 – A Super Simple Social Media Planning Strategy false no 3:45 No no #13 – Three Ways to Grow Your 401k Business https://401kbestpractices.com/podcast/3-ways-grow-your-401k-business/ Sat, 02 Jul 2022 15:00:27 +0000 https://401kbestpractices.com/?post_type=podcast&p=7299 https://401kbestpractices.com/wp-content/uploads/2022/07/Podcastthumbnail.png #13 – Three Ways to Grow Your 401k Business false no 4:32 No no #12 – Crush Your 401k Business Goals https://401kbestpractices.com/podcast/crush-your-401k-business-goals/ Fri, 01 Jul 2022 15:00:27 +0000 https://401kbestpractices.com/?post_type=podcast&p=7296 https://401kbestpractices.com/wp-content/uploads/2020/03/Episode12thumbnail.png #12 – Crush Your 401k Business Goals false no 10:21 No no #11 – Does Your Client Experience Make You Referable https://401kbestpractices.com/podcast/11-does-your-client-experience-make-you-referable/ Tue, 10 Mar 2020 15:00:27 +0000 https://401kbestpractices.com/?post_type=podcast&p=4990 https://401kbestpractices.com/wp-content/uploads/2020/03/Podcast11.png #11 – Does Your Client Experience Make You Referable false no 10:29 No no #10 – An Email Nurture Sequence to Turn 401k Leads into Clients https://401kbestpractices.com/podcast/10-email-nurture-sequence-401k-leads-to-clients/ Sat, 07 Mar 2020 12:00:27 +0000 https://401kbestpractices.com/?post_type=podcast&p=4957 https://401kbestpractices.com/wp-content/uploads/2019/08/Podcast10.png #10 – An Email Nurture Sequence to Turn 401k Leads into Clients false no 9:07 No no #9 – Capturing 401k Leads Online https://401kbestpractices.com/podcast/9-capturing-401k-leads-online/ Thu, 05 Mar 2020 12:00:27 +0000 https://401kbestpractices.com/?post_type=podcast&p=4928 https://401kbestpractices.com/wp-content/uploads/2019/08/Podcast9.png #9 – Capturing 401k Leads Online false no 6:18 No no #8 – What Plan Sponsors are Searching For https://401kbestpractices.com/podcast/8-what-plan-sponsors-are-searching-for/ Tue, 03 Mar 2020 17:00:27 +0000 https://401kbestpractices.com/?post_type=podcast&p=4892 https://401kbestpractices.com/wp-content/uploads/2019/08/Podcast8.png #8 – What Plan Sponsors are Searching For false no 14:16 No no #7 – What is Your Origin Story? https://401kbestpractices.com/podcast/7-what-is-your-origin-story/ Thu, 22 Aug 2019 16:00:27 +0000 https://401kbestpractices.com/?post_type=podcast&p=4328 https://401kbestpractices.com/wp-content/uploads/2019/08/Podcast7WhatsYourOriginStory.png #7 – What is Your Origin Story? false no 10:30 No no #5 – DALBAR’s Registered Fiduciary (RF) Certification https://401kbestpractices.com/podcast/5-dalbar-rf/ Sun, 17 Mar 2019 16:00:27 +0000 https://401kbestpractices.com/?post_type=podcast&p=4100 https://401kbestpractices.com/wp-content/uploads/2019/03/DALBARRFPodcastThumbnail.png #5 – DALBAR’s Registered Fiduciary (RF) Certification false no 19:11 No no #3 – Plan Sponsor Education https://401kbestpractices.com/podcast/3-plan-sponsor-education/ Fri, 05 Jun 2015 16:30:27 +0000 http://401kbestpractices.com/podcast/2-business-plans-2/ https://401kbestpractices.com/wp-content/uploads/2015/02/Episode-3-podcast.gif #3 – Plan Sponsor Education false no 19:58 No no #2 – Business Plans https://401kbestpractices.com/podcast/2-business-plans/ Tue, 10 Feb 2015 17:30:27 +0000 http://401kbestpractices.com/podcast/1-advisory-boards-2/ https://401kbestpractices.com/wp-content/uploads/2015/02/episode-2-podcast.gif #2 – Business Plans false no 38:59 No no #1 – Advisory Boards https://401kbestpractices.com/podcast/1-advisory-boards/ Tue, 10 Feb 2015 05:30:27 +0000 http://401kbestpractices.com/?post_type=podcast&p=1609 https://401kbestpractices.com/wp-content/uploads/2015/02/episode-1-podcast.gif #1 – Advisory Boards false no 34:14 No no