401kExperts 025: How to Scale Your 401k Business with Segmented Service Models

Ask the 401k Experts

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2+ y ago 6:32

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

Trying to find ways to scale your 401k business (or put a system in place so you can scale easily as you grow your 401k business?)…

In this episode of the 401k Best Practices (Ask the Experts) podcast, I’m sharing 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.

Mentioned in this episode:

The Free 3-Part Training Titled: The Secrets to Closing More Business and Scaling Your 401k Practice << go there to access the workbook, free templates, downloads, and more…

Read the article version of this topic here.
Or watch the YouTube Video here (coming soon).

Disclaimer: The information provided in these videos is for professional use only and not for use with plan sponsors or plan participants.

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#Trading #Business #401kbestpractices.com #Sharon Pivirotto #MBA #Podcasting Education #Self-Improvement