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The 401k Playbook

The 401k Playbook is a podcast for advisors, by advisors...or one advisor to be specific. This podc

Episodes

Total: 6

Going to conferences can be fun, but they can also be expensive and a waste of time. Why bother spen

As advisors (or TPA's, recordkeepers, wholesalers) we are always looking for ways to grow. We focus

As a 401k advisor, we are taught to sell, and there is nothing wrong with that. But how do we gain t

I just got back from the annual NAPA 401k Summit. It was a great conference as it is every year. Why

If you want to be a good 401k advisor, you have to know what you are doing. 401ks are some of the mo