Co-Founder & Chief Growth Officer Mike Sullivan grabbed a beach chair and spoke with the Retireholics about what it takes for convergence to work. A few Acrosyns were said and he got to enjoy some rare vintage Malort. ... https://www.youtube.com/watch?v=jrOeV6K1zKw
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
#4 Nevin Adams joined us to discuss some of the latest emergency details of the CARES Act, and the provisions the ARA wants plan sponsors and participants to know about.
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https://www.youtube.com/watch?v=PRLGOR8nhuk
JD Carlson caught up with the 401(k) Taco Truck Dude, they talk creativity, marketing and dumb ideas. Jason Chepenik at the Evolve Advisor Resources conference in Rancho Palos Verdes.
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https://www.youtube.com/watch?v=EiwqzznlU2A
#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
ShoeFITTS Marketing owner Sheri Fitts shares some insights about being unforgettable, and why compliance is not an excuse to be boring.
The audience plays Quiz of Death with Chad's skin on the line.
Beer of the episode: TGB IPA | Terminal Gravity Brewing
Intro music Meboo by Pitx
http://ccmixter.org/files/Pitx/12298
Unforgettable Marketing | 401k Marketing | Sheri Fitts | ShoeFitts Marketing
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https://www.youtube.com/watch?v=gScbpPSvcE4
#8 John Sullivan the Editor-in-Chief of 401kSpecialist Magazine came down from his crystal tower to hang out in the gutter. We talk Trump vs Biden for the health of 401k, and JD tells John how to run his business.
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https://www.youtube.com/watch?v=n0n3HW37KqY
Fi360 President Matthew Wolniewicz joins the boys live from the Fi360 National Conference in San Diego. They discuss 401k Technology, Social Media for Advisors and Branding/Marketing. They play a weird version of Never Have I Ever. Can Mai Tais really be a punishment?
Beer of the Episode: Stone Brewing Stone IPA
Word of the Episode: Conference (Penalty: Mai Tai)
www.fi360.com
Fi360 Conference 2019 Nashville, TN April 3-5
https://www.fi360.com/conference/
Intro music Meboo by Pitx
http://ccmixter.org/files/Pitx/12298
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https://www.youtube.com/watch?v=fjV_yCqI644