Ta(k)e the BIG JUMP today!
What’s stopping you from reaching your goals? Most of us know exactly what we need to do, however, we feel safer following the status quo doing the same things daily. It’s time to get out and take act...
23 Kesä 202014min
(k)ick taxes with Chad Johansen
Safe Harbor is only the start to a great plan design. You need to know what questions to ask to steer the business owner in the right direction. They won't have a clue what the gateway percentage is, ...
17 Kesä 202045min
How to respond to 401(k) tax fears.
It's obvious no one likes taxes, but to say the 401(k) is a bad tax move makes ZERO sense to me. In this episode I discuss why some people try to use taxes to scare people into other financial product...
10 Kesä 202023min
Plan design with the 401(k) Builder Nate Salisbury
Understanding the proper plan design is critical for each industry. Today we discuss what niche Nate is in and how he brings value. You can learn more about Nate here: https://independent401kadvisors....
4 Kesä 202035min
Why do ties SCARE people?
I've found I connect way more with 401(k) participants when I'm not in a suit and tie. Why is that? Does it really matter what the advisor is wearing?
2 Kesä 20205min
How do I win 401(k) plans with the right cadence!
You need to listen, be patient, and adapt. Every client is very different!
29 Touko 202019min
What can we learn from SGN? Come on JIM!
Audience is key. How do you create an audience? Let's dig in.
26 Touko 202021min
Is there 401(k) influencer marketing?
Why is everyone thinking they have a secret weapon? The product isn't your weapon, your value is.
19 Touko 202025min
