The 401k Best Practices Ask the Experts Podcast is where financial advisors get resources, strategies and best practices for growing a successful and compliant 401k practice.
As the host, Sharon Pivirotto interviews top 401k advisors and leading industry and business experts and shares ideas for growing, servicing, and managing a successful 401k business.
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The 401k Best Practices Ask the Experts Podcast is where financial advisors get resources, strategies and best practices for growing a successful and compliant 401k practice.
As the host, Sharon Pivirotto interviews top 401k advisors and leading industry and business experts and shares ideas for growing, servicing, and managing a successful 401k business.
401kExperts 035: How a Printed Compliance File Can Help You Win New Business
Ask the 401k Experts
3 minutes 30 seconds
2 years ago
401kExperts 035: How a Printed Compliance File Can Help You Win New Business
#35 - In this episode of the 401k Best Practices (Ask the Experts) podcast, I'm sharing a short story about what an advisor I worked with said was a key reason they won a $200 million dollar plan.
Ask the 401k Experts
The 401k Best Practices Ask the Experts Podcast is where financial advisors get resources, strategies and best practices for growing a successful and compliant 401k practice.
As the host, Sharon Pivirotto interviews top 401k advisors and leading industry and business experts and shares ideas for growing, servicing, and managing a successful 401k business.
