“…Two roads diverged in a wood, and I— I took the one less traveled by, And that has made all the difference.” -Robert Frost There’s so much meaning in this famous Robert Frost poem. I can’t help but think of it whenever I think about the future or make plans for the direction in which […]
Articles and Ideas to Help You Grow Your 401k Business
10 Proven Strategies to Close More 401k Plan Business
Building and managing a successful and compliant 401k practice takes a considerable amount of time, talent, effort, and resources. The following 10 strategies have been proven effective at helping you close more 401k plan business. 1. Specialize The retirement industry is complex. You need to receive specialized training, get at least one retirement credential and present yourself as a 401k specialist, not an […]
The Ugly Truth About Your Social Media Profile
The good, the bad and the ugly truth (This post is in response to feedback from last week’s post so if it sounds like I’m repeating myself at the top here, it’s because I am since it bears repeating.) Let’s start with… The Ugly Truth Put your big boy pants on. It’s time for a […]
How to Position Yourself Online as a 401k Specialist
Google your name. Go ahead. I’ll wait… Then pull up your website, your LinkedIn profile and any other social media platforms where you have a presence and think about the following: What does your online presence say about you? What will plan sponsors think about your qualifications and professionalism when they visit your website or […]
5 Examples of Narrowing Your Niche
View image gettyimages.com If you think that the 401k market is your niche, think again. Identifying your ideal client and defining a niche is so important if you want to set yourself apart from your competition and it seems like I’m always sharing the how and why of niche marketing: In the first item in […]
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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.