401kExperts 023: How to Differentiate Yourself as a 401k Advisor


Manage episode 334409402 series 2367502
Van 401kbestpractices.com and Sharon Pivirotto, ontdekt door Player FM en onze gemeenschap - copyright toebehorend aan de uitgever, niet aan Player FM. Audio wordt direct van hun servers gestreamd. Klik de abonneren-knop aan om updates op Player FM te volgen of plak de feed URL op andere podcast apps.

Episode #23 – How to Differentiate Yourself as a 401k Advisor

Looking for ways to differentiate yourself as a 401k advisor to make it easier to compete for (and win) new business?

In this episode of the 401k Best Practices (Ask the Experts) podcast, I’m sharing a cliff-notes version of a full-length training on DIFFERENTIATION – how to differentiate yourself and not sound like everyone else (hint – it starts with your pitchbook).

Mentioned in this episode:

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.

43 afleveringen