Elevate Your Practice With Financial Wellness - Retireholiks #26
Patrick Delaney from T. Rowe Price joins The Retireholiks as they discuss Financial Wellness and easy, actionable ways for Advisors to add this service to their offering.
www.troweprice.com/wellnessworks
Mark drinks a "401k Conference Suicide" as the boys bring you another episode from Las Vegas at the Excel 401(k): The Advisors' Conference.
Beer of the episode: Resinate IPA | CraftHaus Brewery
The boys are getting serious today with a deep dive into Target Date Funds, an update on Artificial Intelligence solutions in 401k, RPAG's Instagram, DST coughs up 125M, the partnership between American Funds and Financial Finesse, and New Sales Techniques for 2023. Today's show is BYOB.
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https://www.youtube.com/watch?v=GG0nKecCDeY
Ross Marino explains what makes the Excel 401k Advisors' Conference so useful, and what he's found all elite advisors have in common.
Topics include: Excel 401k conference, what elite advisors do, adapting to the new 401k landscape.
Guests: Ross Marino
Beer of The Episode: Red Stripe
Prohibitive Word: Advisor
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https://www.youtube.com/watch?v=Jhu_6K-EU_c
#7 Alex Assaley AIF talked to us about how he's communicating with plan participants to educate them on their options during this crazy time.
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https://www.youtube.com/watch?v=PQ3Ly6RZ674
Matthew Wolniewicz, President of Fi360 took a break from watching the draft, and talked to the Retireholiks about what advisors have done for their clients during the pandemic, is going to be a great talking point to a prospect in a post pandemic point of sale.
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https://www.youtube.com/watch?v=dDwfQhIUn4c
http://https://wealthatwork.live/
Excel 401(k) [Now: Wealth@Work] is an advisor-driven conference experience intentionally designed to help you make valuable connections and create actionable goals to grow your 401(k) practice.
#Excel401k
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https://www.youtube.com/watch?v=I6cWOviwTtA
Fred Reish came onto the Retireholi(k)s during the Fi360 conference in Nashville, where he imagines being an advisor and starting a structured retirement advisor practice.
Guest: Fred Reish
Beer of the Episode : No Beers
Word of the Episode Punishment : No word of show.
Intro music : Meboo by Pitx http://ccmixter.org/files/Pitx/12298
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https://www.youtube.com/watch?v=Gh2qdWKZfps
ERISA litigation attorney Thomas Clark from the Wagner Law Group, discusses the bugaboos of retirement asset transfers during a sketchy financial environment.
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https://www.youtube.com/watch?v=xIVJXLXMw6s
After a year of shooting the show, the Retireholi(k)s talk about some of their favorite episode and plans for the show.
They also discuss why a down market is a good time to do some prospecting of 401k plans.
Beer(s) of the episode: Knee Deep Brewing Co.
Intro music Meboo by Pitx
http://ccmixter.org/files/Pitx/12298
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https://www.youtube.com/watch?v=eile_5-TvE0