Retireholiks - 401k Plan Industry Show for Advisors
Business:Investing
One our of favorite guest, an absolute legend in the TPA world, the man with all the answers, SAL (fricken) TRIPODI.
You'd think somebody so smart could avoid saying the Prohibited Word 50 times, but I guess not.
Sheri Fitts - Showing up to virtual.
Aaron Pottichen ("The Champ") - Is the 401k an emergency savings?
Fred Reish (ERISA legend)
Lisa Allen from Advisor 2x - Giving Back
Jeanne Fisher shares her 401k marketing secret sauce
Thomas Clark - PPP Pittfalls for Plans
Matthew Wolniewicz - 401k Financial Advisors Marketing Post Pandemic
Steps for Financial Advisors to take online.
Coronavirus Impact on Recordkeepers
401k's future, better with Trump or Biden?
Alex Assaley AIF - Talking to your clients in a pandemic.
Rick Unser - What a post pandemic 'Point of Sale' meetings should look like.
Sheltering In Place - Guest: Nevin Adams
Jania Stout - Sheltering In Place - Retireholi(k)s
Sal Tripodi - 20th Annual Hawaii ERISA update Seminar
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