Lisa Allen from Advisor 2x - Giving Back
June 21, 2020
Chief Revenue Officer at Advisor2X Lisa Allen talked to us about giving back and "getting proximate" during their conferences and working with kids in the local community on financial literacy and exposing them to the financial services industry.
Jeanne Fisher shares her 401k marketing secret sauce
June 17, 2020
One of the hardest working financial advisors you'll ever meet. She shares with us her mindset that helps her kill it in the 401k space.
Thomas Clark - PPP Pittfalls for Plans
June 2, 2020
We love this guy, he's ERISA Attorney that speaks straight and cuts to the heart of confusing issues. If it was up to us, this show would have been 5 hours (and if his kid wasn't pulling on his sleeve).
Sal Tripodi - The ERISA God!
May 17, 2020
One our of favorite guest, an absolute legend in the TPA world, the man with all the answers, SAL (fricken) TRIPODI.
You'd think somebody so smart could avoid saying the Prohibited Word 50 times, but I guess not.
Matthew Wolniewicz - 401k Financial Advisors Marketing Post Pandemic
May 12, 2020
Matthew Wolniewicz, President of Fi360 took a break from watching the draft, and talked to the Retireholiks about what advisors did for their clients during the pandemic is going to be Publish now a great talking point to a prospect in a post pandemic point of sale.
Steps for Financial Advisors to take online.
May 1, 2020
#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.
Coronavirus Impact on Recordkeepers
May 1, 2020
Bill Harmon of Voya Financial on what they are seeing with CRD's (Coronavirus-Related Distribution), and why they took the step to waive their fees on CRD processing.
Voya had a fast transition to working at home, is the Coronavirus going to change how they or other recordkeepers do business in the future?
401k’s future, better with Trump or Biden?
April 18, 2020
John Sullivan - 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.
Alex Assaley AIF - Talking to your clients in a pandemic.
April 11, 2020
One of our favorite guest, Alex Assaley popped in, to let us know what he was doing to service his clients during this tumultuous time in our lives.
Rick Unser - What a post pandemic ‘Point of Sale’ meetings should look like.
April 10, 2020
401k Fridays podcast (go subscribe right now) host Rick Unser zoomed in with the Retireholiks to discuss a variety of topics.
Sheltering In Place - Guest: Nevin Adams
April 10, 2020
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.
Jania Stout - Sheltering In Place - Retireholi(k)s
April 7, 2020
As we're all on lock down because of the Coronavirus, we had Jania Stout (The 4 billion dollar woman) come on a Zoom meeting and discuss some of what's going on.
Sal Tripodi - 20th Annual Hawaii ERISA update Seminar
December 6, 2019
401k industry legend Sal Tripodi came on the show to close out the 20th Annual Hawaiian ERISA Update seminar. We talk Secure Act expansion of Safe Harbor rules. What can be done to get the younger generation to save more, how bigger fund menus might be a mistake, and what TPA's should ready themselves for introduction of Open MEP (Multi Employer Plan).
Thank you to PensionPro, Millennium Trust, Penchecks, Spectrum Pension Consultants, Inc. for having us out!
