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 ... https://www.youtube.com/watch?v=I6cWOviwTtA
#10 Samantha Russell walks us through actions financial advisors should be taking during the Covid-19 pandemic.
The top 3 are super critical.
1. Check all outgoing scheduled communications for anything tone def to Covid-19
2. Update contact info on website, if how people reach you has changed during this time.
3. Check 'Google My Business' and make sure it's the information you want people to see for your business.
...
https://www.youtube.com/watch?v=orapgFAH9cw
On this episode of Retireholiks the boys talk about Financial Wellness and whether it's just an industry buzzword or an important 401k add-on. Chad completely fails a blind domestic beer taste test and J.D. wants to bring 401k to the bedroom.
Beer of the episode: Voodoo Ranger Imperial IPA beer | New Belgium Brewing
Intro music Meboo by Pitx
http://ccmixter.org/files/Pitx/12298
Financial Wellness | Retirement Readiness | 401k | Retirement Plans
...
https://www.youtube.com/watch?v=SGJhrsPPLmY
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.
...
https://www.youtube.com/watch?v=GG0nKecCDeY
#6 What's a point of sale look like after the Covid-19 pandemic?
Guest panelist: Rick Unser, host of the 401k Fridays podcast and 401(k) Plan Consultant.
...
https://www.youtube.com/watch?v=Rvp0h0J4zhc
#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.
...
https://www.youtube.com/watch?v=n0n3HW37KqY
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
John Sullivan, Editor-In-Chief of the 401k Specialist Magazine visits the Retireholiks couch during The Excel 401(k): The Advisors' Conference. Ross Marino stops by to tell us about Mission Made Gifts.
Beer of the episode: Wailua Wheat | Kona Brewing Co.
Intro music Meboo by Pitx
http://ccmixter.org/files/Pitx/12298
...
https://www.youtube.com/watch?v=FWeS-YhSnGA