Options in a conservative 401(k) portfolio?! John Ruth from Build Asset Management explains how.
Connect with John Ruth here Join the 401(k)lub here
23 Huhti 202156min
Don't miss the Linkedin opportunity with MARC VANJA MIŠANOVIĆ
Connect with Marc HERE Join the 401(k)lub HERE
16 Huhti 202154min
Was your CRM made for the 401(k) Industry? If not, check out this episode
The Force Manager 5500 CRM is really gaining momentum in the 401(k) space. I know how hard it is for sales people to really love a CRM, so when I saw this one it really impressed me with some of the w...
28 Maalis 202140min
New 2022 rules for health insurance broker compensation - Steve Watson CPA, SHRM-SCP
Are you ready to be responsible for knowing your health insurance brokers compensation? The new rules put that on the employers. Make sure you are ready! Connect with Steve Watson HERE
25 Maalis 202135min
Josh Itzoe - How to REALLY build a winning 401(k) practice.
Josh Itzoe drops some of the most incredible ideas in this show. You will learn how to manage your time and team. How to scale and if writing a book is really worth it. Jump in the (k)lub today! htt...
19 Maalis 202137min
Bradford Kadelski - Executive Compensation Solutions
Brad Kadelski Brad is an expert in non-qualified deferred compensation plans. He also specializes in key man strategies. These are often a great tool for your clients to reduce risk. Text 401JA(k)E at...
12 Maalis 202127min
Chad Johansen - How to win control and affiliated service groups.
Chad is one of the biggest names in the 401(k) industry on the hit show Retireholiks. He has an insane amount of plan design (k)nowledge and will be helping us better understand control and affiliated...
6 Maalis 202156min
David Alsop - Better ways to work with HR
David Alsop is currently the Head of HR for Ultradent, a manufacturing company with over 1,400 employees. He is also the founder of Jumpspark, a new movement in HR. David will be teaching us how to ap...
1 Maalis 202155min
