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.
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.
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.
#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.
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?
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.
401k Fridays podcast (go subscribe right now) host Rick Unser zoomed in with the Retireholiks to discuss a variety of topics.
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.
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!