Things I Like #401k

1. ReferMe IQ. One of The 401k Study Group? members asked me about this a few months ago. Knowing nothing about it, I did the logical thing, I had a demo. My theory is that many Advisors I speak with go about asking for "referrals" in an incorrect manner. This platform automates the process and tracks your efforts. There is a fit here for both Advisors, DCIO firms, and TPA/RK's.
2. Retirement Plan Marketing In a Box. This is a service from Rebecca Hourihan's team at 401k-marketing.com. Many Advisors I chat with find social media and digital marketing, well ... a hassle. This on-line platform has all you need to kick start, or enhance your social media presence. If you're an Advisor and you struggle with implementation take a look at it.
3. Podcasts. There has been an increase in the number of Advisors starting them. For this I am thankful. I am a huge fan and listen to many podcasts on various topics. So today, I will highlight one of my favorites. It is not #401k in nature but great just the same. It is Mike Rowe's "The Way I Heard It" short form podcast. Mike is a great storyteller and the topic are always interesting. Plus, it is short form. Look it up.

Full Disclosure: None of the firms mentioned have asked me to, nor paid me to write about their products, services or podcasts. As the title suggest, they are just "Things That I Like"

If you would like to discuss how #1 or #2 might help your firm or organization feel free to message me here on LinkedIn.