How to win MORE 401(k)'s with Benefits Brokers! Starring Katie Wood
We all know the 401(k) plan fits into an employers overall benefits package, but how many of you are spending time working with the benefits broker. This relationship is one you need to work on and gi...
20 Aug 202052min
What's going on with HSA's?
The HSA is quickly becoming the go to retirement account. What do you need to understand to prepare your 401(k) practice? The big players are making moves to capture assets. You need to spend time on ...
18 Aug 202021min
Top 3 qualities to look for in a TPA
You know how much I value a top notch TPA (Third Party Administrator) partner. They can help you win more plans with plan design help than almost any other way. They can come in the form of a CPA firm...
4 Aug 202031min
How to review 401(k) record-keepers.
A HUGE value you must bring to the table in your advisor role is knowing which record-keepers to recommend. In this episode I discuss the key points to review and consider when you start to look for a...
17 Juli 202028min
Should we pay attention to PEP 401(k) Plans? Special Guest Brendon Moore
The SECURE Act approved the new PEP or Pooled Employer Plan option for 2021. I wanted to explore this new option with Brendon Moore, and advisor out of Hartford Connecticut. He is working to launch a...
10 Juli 202040min
The MEGA 401(k) plan experience with Klodian Mitri
My good buddy Klodian finished up 8 years as a consultant for Deloitte. He is a triple major CPA with a ton of experience looking to make his next move. As a pro elite Ironman triathlete he knows how ...
3 Juli 202037min
(k)now your role!
I see a ton of advisors trying to run their business AND be an advisor. This limits your growth and full potential. You need to figure out what you love and excel at. Double down on that! Next (k)lub ...
30 Juni 20208min
Retirement Roc(k)star Joey Ossey is changing the 401(k) world!
Joey Ossey is one of a kind. His story of following his passions is contagious. You will learn how he combined his love for the drums with the 401(k) space to bring a valuable solution for advisors al...
23 Juni 20201h 1min
