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

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Manage episode 334413407 series 2367502
Content provided by 401kbestpractices.com and Sharon Pivirotto. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by 401kbestpractices.com and Sharon Pivirotto or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
#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.
  continue reading

38 episodes

Artwork
iconShare
 
Manage episode 334413407 series 2367502
Content provided by 401kbestpractices.com and Sharon Pivirotto. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by 401kbestpractices.com and Sharon Pivirotto or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
#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.
  continue reading

38 episodes

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