The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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#25 – How to Scale Your 401k Business with Segmented Service Models
MP3•Episode home
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
MP3•Episode home
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
All episodes
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