Episode #21 – New 401k Advisor? Start Here…
Every week I field questions from advisors about how to get started in the 401k industry and how to get new business.
In this episode of the 401k Best Practices (Ask the Experts) podcast, I’m sharing a few tips for getting started in the 401k industry.
Mentioned in this episode:
- The Retirement Plan Professional’s Designation & Certification Guide
- 38 Prospecting Strategies for Generating Leads (in the Free Resource Section on this site)
- Acceleration Retirement (Lead Gen Firm)
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.