Episode #27 – Creating Your Own Unique 401k Service Process
How can you avoid the commoditization trap – selling the same products and services as everyone else and competing on price?
In this episode of the 401k Best Practices (Ask the Experts) podcast, I’m sharing one way to package your services that allow you to sell value and the experience you’re taking your clients through (instead of your products and services).
Mentioned in this episode:
- The 401k Business in a Box Template Library – and the 401k Quarterback Option
Read the article version of this topic here.
Or watch the YouTube Video here (coming soon).
Disclaimer: The information provided in these videos is for professional use only and not for use with plan sponsors or plan participants.