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On the show
From 10 epsHost
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Recent episodes
#44 – Resource Review – 401(k) Annuity Hub
Apr 24, 2026
12m 07s
#43 – Resource Review – Radish Plan (Performance-Based Profit Sharing)
Mar 25, 2026
11m 16s
#42 – Resource Review – Strad (A Virtual Family Office Platform)
Feb 3, 2026
28m 28s
#41 – Resource Review – Savology Financial Wellness Platform
Jan 31, 2026
21m 27s
#40 – Resource Review – The 401k Advisor Playbook
Oct 8, 2024
9m 09s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 4/24/26 |  #44 – Resource Review – 401(k) Annuity Hub✨ | 401(k)annuities+3 | Tomika Tolland | 401(k) Annuity Hub | — | 401(k)annuity+3 | — | 12m 07s | |
| 3/25/26 |  #43 – Resource Review – Radish Plan (Performance-Based Profit Sharing)✨ | performance-based profit sharingemployee engagement+3 | Kyle Bagley | Radish Plan | — | Radish Planprofit sharing+4 | — | 11m 16s | |
| 2/3/26 |  #42 – Resource Review – Strad (A Virtual Family Office Platform)✨ | virtual family officeclient information+3 | Russell Dow | Strad | — | Stradvirtual family office+3 | — | 28m 28s | |
| 1/31/26 |  #41 – Resource Review – Savology Financial Wellness Platform✨ | financial wellnessadvisors+3 | Brock Klementson | Savology | — | Savologyfinancial wellness+3 | — | 21m 27s | |
| 10/8/24 |  #40 – Resource Review – The 401k Advisor Playbook✨ | 401kcoaching program+3 | — | The 401(k) Advisor Playbook | — | 401kadvisor+3 | — | 9m 09s | |
| 11/19/22 |  #39 – Why Your Story is So Valuable in Marketing✨ | marketingstorytelling+3 | — | — | — | storymarketing+3 | — | 8m 55s | |
| 11/18/22 |  #38 – Does Your Marketing Speak to Your Ideal Client?✨ | marketingideal clients+3 | — | New Instant Authority Masterclass | — | marketingideal client+3 | — | 10m 15s | |
| 11/17/22 |  #37- The Four Core Fundamentals of Great Positioning✨ | online positioningbusiness fundamentals+3 | — | New Instant Authority Masterclass | — | positioningauthority+4 | — | 5m 39s | |
| 11/16/22 |  #36 – What Strong Online Positioning Can Do For You✨ | online positioning401(k) plan prospecting+3 | — | New Instant Authority Masterclass | — | online positioning401(k)+3 | — | 7m 22s | |
| 11/10/22 |  #35 – How a Printed Compliance File Can Help You Win New Business✨ | compliancebusiness development+3 | — | 401k Best Practices | United States | compliance filebusiness win+3 | — | 3m 30s | |
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| 9/12/22 |  #34 – Resource Review – Catapult | #34 - In this episode, I'm talking with Justin Witz, Founder and CEO of Catapult HQ, Inc. about their RFP solution called "Catapult." | — | ||||||
| 9/5/22 |  #33 – Resource Review – PscNet | #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). | — | ||||||
| 8/29/22 |  #32 – Resource Review – TRAK | #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. | — | ||||||
| 8/15/22 |  #31 – Resource Review – PlanTools | #31 - In this episode, I'm talking with David Witz from Fiduciary Risk Assessment about their software called PlanTools™. | — | ||||||
| 8/4/22 |  #30 – Resource Review – 401kGrabNGo | #30 - In this episode, I'm talking with Andy Hudson from 401(k) Champions about a valuable resource they offer advisors called 401kGrabNGo. | — | ||||||
| 7/18/22 |  #29 – How to Get New 401k Leads In Your Pipeline | #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). | — | ||||||
| 7/17/22 |  #28 – Using 401k Titles – Marketing Genius or Something Else? | #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... | — | ||||||
| 7/16/22 |  #27 – Creating Your Own Unique 401k Service Process | #27 - In this episode, I'm sharing a way to avoid the commoditization trap by creating a unique 401k service process. | — | ||||||
| 7/15/22 |  #26 – 401k Prospecting and Conversion Tips | #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) | — | ||||||
| 7/14/22 |  #25 – How to Scale Your 401k Business with Segmented Service Models | #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. | — | ||||||
| 7/13/22 |  #24 – How to Build Authority as a 401k Educator | #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. | — | ||||||
| 7/12/22 |  #23 – How to Differentiate Yourself as a 401k Advisor | #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 Pitchbook | — | ||||||
| 7/11/22 |  #22 – Becoming a 401k Specialist: 3 Training Programs I Recommend | #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. | — | ||||||
| 7/10/22 |  #21 – New 401k Advisor? Start Here… | #21 - In this episode, I'm sharing tips for getting started in the 401k industry (and a few ideas on generating leads) | — | ||||||
| 7/9/22 |  #20 – Three Done-For-You Social Media Marketing Resources | #20 - In this episode, I'm sharing 3 resources you might want to consider if you're looking for done-for-you social media content | — | ||||||
Showing 25 of 41
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