Steve Watson - Finding more $$$$ in Healthcare for 401(k)s
Steve is taking massive action as a CFO and CHRO. He is also filing his free time by helping other companies fix their healthcare insurance plans. He is the founder of Trendbreakers, which is how he i...
20 Feb 202145min
Elise Micheals - Leadership Mindset
Stop trying to do everything yourself! A real leader knows how to manage expectations and communicate. Elise Micheals explains her thoughts around this today. Text me at: 385-220-8548 for more 401(k...
12 Feb 202132min
Rebecca Hourihan's 401(k) Marketing Magic
I rarely find an advisor in the 401(k) space that hasn't heard Rebecca Hourihan. She is THE AUTHORITY in marketing for anyone looking to do 401(k) business. She is the CMO at her firm, 401(k) Marketin...
21 Dec 202056min
Win on Linkedin with Chaz Horn
I met Chaz on Linkedin. His content caught my attention and then he took it step further and engaged with me through a direct message and a video. He has nearly 30 years experience in B2B sales and it...
15 Dec 202054min
Changing the status quo with Ary Rosenbaum
Early in my career I spent hours learning online and one source kept showing up from the one and only Ary Rosenbaum. I'm sure you have had a similar experience while looking for an answer to a tough 4...
20 Nov 202044min
Strategic Benefit Plan Design with Aaron Pottichen
Aaron Pottichen is one of biggest influencers in the 401(k) Industry! It doesn't take long to see why. His approach to find ways to help his clients create savings to fund the most advantageous 401(k)...
10 Nov 202050min
Niching down and bring more value with James Hou, JD
James Hou is an attorney who was drawn to the insurance industry early in his career. He has found his niche helping physicians reduce risk through the right coverage. I have been fascinated with some...
5 Nov 202044min
Next level thin(k)ing with Alex Assaley
Alex Assaley has done some incredible work in the 401(k) industry. One of the most impressive is his attention on participant education. I've looked to Alex as an influencer for many years and it was ...
31 Okt 202057min
