Best 401kbestpractices.com Podcasts (2025)

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#40 – Resource Review – The 401k Advisor Playbook 9:09

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1y ago9:09

9:09

Ask the Experts #40 - In this episode, I'm giving you a behind-the-scenes review of The 401(k) Advisor Playbook - a coaching program for 401k plan advisors offered by Andy Hudson. There is so much more to this program than just coaching so I encourage you to take a look and see if you could benefit from a program like this.…

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#39 – Why Your Story is So Valuable in Marketing 8:55

3y ago8:55

8:55

Ask the Experts #39 - In this episode, I'm sharing another lesson from the New Instant Authority Masterclass on the power of knowing, and sharing, your "why" or your story of why you do what you do.By Sharon Pivirotto

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#38 – Does Your Marketing Speak to Your Ideal Client? 10:15

3y ago10:15

10:15

Ask the Experts #38 - In this episode, I'm sharing another lesson from the New Instant Authority Masterclass on how to attract more best-fit, ideal clients.By Sharon Pivirotto

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#37- The Four Core Fundamentals of Great Positioning 5:39

3y ago5:39

5:39

Ask the Experts #37 - In this episode, I'm sharing another lesson from the New Instant Authority Masterclass on the four core fundamentals of strong online positioning.By Sharon Pivirotto

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#36 – What Strong Online Positioning Can Do For You 7:22

3y ago7:22

7:22

Ask the Experts #36 - In this episode, I'm sharing a lesson from the New Instant Authority Masterclass on how strong positioning can give you an advantage in 401(k) plan prospecting.By Sharon Pivirotto

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#35 – How a Printed Compliance File Can Help You Win New Business 3:30

3y ago3:30

3:30

#35 - In this episode of the 401k Best Practices (Ask the Experts) podcast, I'm sharing a short story about what an advisor I worked with said was a key reason they won a $200 million dollar plan.By Sharon Pivirotto

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#34 – Resource Review – Catapult 14:48

3y ago14:48

14:48

#34 - In this episode, I'm talking with Justin Witz, Founder and CEO of Catapult HQ, Inc. about their RFP solution called "Catapult."By Sharon Pivirotto

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#33 – Resource Review – PscNet 12:01

3y ago12:01

12:01

#33 - In this episode, I'm talking with Marco Brown, creator of PscNet about a plan design comparison software program that allows advisors to create proposals comparing several types of qualified plans, (including Age Weighted, New Comparability, and Cash Balance Plans).By Sharon Pivirotto

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#32 – Resource Review – TRAK 21:11

3+ y ago21:11

21:11

#32 - In this episode, I'm talking with Ed Dressel from RetireReady Solutions about their flagship software product called The Retirement Analysis Kit, better known as TRAK.By Sharon Pivirotto

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#31 – Resource Review – PlanTools 29:39

3+ y ago29:39

29:39

#31 - In this episode, I'm talking with David Witz from Fiduciary Risk Assessment about their software called PlanTools™.By Sharon Pivirotto

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#30 – Resource Review – 401kGrabNGo 12:45

3+ y ago12:45

12:45

#30 - In this episode, I'm talking with Andy Hudson from 401(k) Champions about a valuable resource they offer advisors called 401kGrabNGo.By Sharon Pivirotto

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#29 – How to Get New 401k Leads In Your Pipeline 7:50

3+ y ago7:50

7:50

#29 - In this episode, I'm sharing some intel on the best 401k prospecting methods to help you get new 401k leads into your pipeline (from the Marketing Effectiveness Survey).By Sharon Pivirotto

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#28 – Using 401k Titles – Marketing Genius or Something Else? 4:53

3+ y ago4:53

4:53

#28 - In this episode, I'm sharing my thoughts on using 401k titles (like 401k Quarterback, 401k Coach, etc.), what Robert Cialdini says about titles, and then I'd love to get your opinion...By Sharon Pivirotto

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#27 – Creating Your Own Unique 401k Service Process 6:45

3+ y ago6:45

6:45

#27 - In this episode, I'm sharing a way to avoid the commoditization trap by creating a unique 401k service process.By Sharon Pivirotto

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#26 – 401k Prospecting and Conversion Tips 6:48

3+ y ago6:48

6:48

#26 - In this episode, I'm sharing (the cliff-notes version of a full training video covering...)some important 401k prospecting and conversion tips (on getting new leads and converting them to clients)By Sharon Pivirotto

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#25 – How to Scale Your 401k Business with Segmented Service Models 6:32

3+ y ago6:32

6:32

#25 - In this episode, I'm sharing (the cliff-notes version of a full training video covering...)what your service model needs for every plan, and how to put a system in place to manage the small plans and the big plans, from 2 plans up to 200 plans.By Sharon Pivirotto

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#24 – How to Build Authority as a 401k Educator 7:31

3+ y ago7:31

7:31

#24 - In this episode, I'm sharing the cliff-notes version of Lesson 2: Educate - where we discuss how to build authority as an expert and educator in the 401k industry.By Sharon Pivirotto

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#23 – How to Differentiate Yourself as a 401k Advisor 7:54

3+ y ago7:54

7:54

#23 - In this episode, I'm sharing the cliff-notes version of Lesson 1: Differentiate - where we discuss how to differentiate yourself as a 401k Advisor, starting with your PitchbookBy Sharon Pivirotto

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#22 – Becoming a 401k Specialist: 3 Training Programs I Recommend 7:46

3+ y ago7:46

7:46

#22 - In this episode, I'm sharing 3 designation & certification programs you should complete first (or next) on your path to becoming a 401k specialist.By Sharon Pivirotto

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#21 – New 401k Advisor? Start Here… 9:07

3+ y ago9:07

9:07

#21 - In this episode, I'm sharing tips for getting started in the 401k industry (and a few ideas on generating leads)By Sharon Pivirotto

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#20 – Three Done-For-You Social Media Marketing Resources 11:01

3+ y ago11:01

11:01

#20 - In this episode, I'm sharing 3 resources you might want to consider if you're looking for done-for-you social media contentBy Sharon Pivirotto

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#19 – Do This Before Posting on Social Media 3:14

3+ y ago3:14

3:14

#19 - In this episode, I share the first step you should take before you post anything on social mediaBy Sharon Pivirotto

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#18 – What Advisors Should Post on Social Media 5:45

3+ y ago5:45

5:45

#18 - In this episode, we're talking about the types of content to share on your social media profilesBy Sharon Pivirotto

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#17 – How Much Time Should You Spend On Social Media Marketing Weekly 4:49

3+ y ago4:49

4:49

#17 - In this episode, I'm sharing my recommendation for how much time you should be spending on social media each week.By Sharon Pivirotto

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#16 – Swipe My Free Template Tuesday Strategy To Grow Your List 3:44

3+ y ago3:44

3:44

#16 – In this episode, I'm sharing my "Free Template Tuesday" strategy you can swipe to grow your 401k prospect listBy Sharon Pivirotto

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#15 – Three Reasons to Consider Social Media as a Marketing Strategy 7:33

3+ y ago7:33

7:33

#15 – In this episode, I'm talking about 3 reasons I believe you should be on social media...By Sharon Pivirotto

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#14 – A Super Simple Social Media Planning Strategy 3:45

3+ y ago3:45

3:45

#14 – In this episode, I'm sharing a super-simple social media planning strategy to make coming up with content to post easy.By Sharon Pivirotto

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#13 – Three Ways to Grow Your 401k Business 4:32

3+ y ago4:32

4:32

#13 – In this episode, I share 3 ways you can grow your 401k business.By Sharon Pivirotto

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#12 – Crush Your 401k Business Goals 10:21

3+ y ago10:21

10:21

#12 – In this episode, I talk about setting (or reevaluating) your 401k business goals for the year and what's needed to crush your goals for this year.By Sharon Pivirotto

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#11 – Does Your Client Experience Make You Referable 10:29

5+ y ago10:29

10:29

#11 – In this episode, I talk about being referable, starting with looking at your business from your clients' perspective.By Sharon Pivirotto

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#10 – An Email Nurture Sequence to Turn 401k Leads into Clients 9:07

5+ y ago9:07

9:07

Episode #10 – In this episode I share email follow-up strategies that can help you convert 401k leads into clientsBy Sharon Pivirotto

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#9 – Capturing 401k Leads Online 6:18

6y ago6:18

6:18

Episode #9 – Capturing 401k Leads Online - In this episode, we're going to talk about how to turn online prospects into leads...By Sharon Pivirotto

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#8 – What Plan Sponsors are Searching For 14:16

6y ago14:16

14:16

Episode #8 – What plan sponsors are searching for online… the one marketing strategy that will get you in front of more plan sponsors...By Sharon Pivirotto

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#7 – What is Your Origin Story? 10:30

6+ y ago10:30

10:30

Episode #7 – What is your origin story... how did you get here? Advisors often ask how they can build their trust, credibility, and authority online and a frequent answer I give is to make sure you "story" is very clear in your marketing.By Sharon Pivirotto

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#5 – DALBAR’s Registered Fiduciary (RF) Certification 19:11

6+ y ago19:11

19:11

Episode #5 – DALBAR's Registered Fiduciary (RF™) Certification with Cory Clark - In this interview with Cory Clark of DALBAR, Inc., you'll learn about the Registered Fiduciary (RF™) certification identifies financial professionals that have achieved pertinent academic qualifications and licenses, learned required practices, and have passed a backgr…

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#3 – Plan Sponsor Education 19:58

10+ y ago19:58

19:58

Episode #3 – The Why and How of Fiduciary Training for Investment Committees With our Expert Panelists weighing in… Since one thing I’ve always felt strongly about is the need for education by both 401k professionals and plan sponsors that have decision-making authority (see The Need for 401k Specialization), when a reader recently posed a question…

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#2 – Business Plans 38:59

11y ago38:59

38:59

Episode #2 – Business Plans With Maria Marsala If you’re trying to create a business growth strategy without first creating a business plan, then you need to listen to this episode of the 401k Best Practices Podcast. In this episode, I interview Maria Marsala, Founder of Elevating Your Business, and Business coach to financial advisors, planners an…

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#1 – Advisory Boards 34:14

11y ago34:14

34:14

Episode #1 – Advisory Boards With Stephen Wershing If you’re looking for ways to grow your 401k Practice, then you need to learn more about this referral marketing strategy that involves setting up Client Advisory Boards. In this episode, I interview Stephen Wershing, President of the Client Driven Practice and Author of “Stop Asking for […]…