Episode #23 – How to Differentiate Yourself as a 401k Advisor
Looking for ways to differentiate yourself as a 401k advisor to make it easier to compete for (and win) new business?
In this episode of the 401k Best Practices (Ask the Experts) podcast, I’m sharing a cliff-notes version of a full-length training on DIFFERENTIATION – how to differentiate yourself and not sound like everyone else (hint – it starts with your pitchbook).
Mentioned in this episode:
- The Free 3-Part Training Titled: The Secrets to Closing More Business and Scaling Your 401k Practice << go there to access the workbook, free templates and downloads, etc.
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.