I’m finally taking steps to move from a service role into production. Nervous but excited. 401k plan background, so I plan to approach this market as a 401k specialist advisor. Best prospecting tips?

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Posting as :
works at
You are currently posting as works at

@Nationwide, what does "used right" mean?

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Understanding the importance of leveraging connections, not accepting any and everybody. When people accept every request their true connections that can be leveraged become diluted.

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Find a niche that you find is under-serviced and target them (ie non-profits). Tailor your marketing and prospecting to that group

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LinkedIn used right can be extremely powerful. Too many people skip over the basics and try to make it complicated.

Any tips further on linked in?

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I would prospect small to midsize business that don’t have a benefit plan yet but have the ability to start one and start their or if you find businesses that do ask them if you can offer a free 401k evaluation and then show them how you can offer them a better return for their employees and help their business overall

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Also isn’t it a waste of money for businesses to replace perfectly functional exit signs when renovating?

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Bain & Company PPO health insurance only! Post your firm's biweekly premium (employee deduction) and whether it's employee, employee+spouse or employee+family.

Deloitte Accenture EY PwC Boston Consulting Group McKinsey & Company Bain & Company KPMG

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My colleague is going on maternity leave for 4 months and I was asked to cover some of her projects which are step up in responsibility than what I’m currently operating at. Some peers have suggested I ask for a raise to accommodate this but I’m not sure I agree as I’m only covering her while she’s out? What are others thoughts about this?

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Hello everyone currently i am working with TCS i have also visited onsite from this working since 2018 overall i have 5+ years experience with very less package i dont see any growth in package. i have experience into customer support technical support identity and access management resource management timesheet management etc i need help to switch which company you suggest would be better with all the benefits

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After 3 years in TCS, I'm looking for a job switch. It would be highly appreciated if anyone can provide me with a referral to HCL.

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Relevant YOE: 2

Currently looking for an outside sales position in Massachusetts.

I have 7 years experience in sales. But I am relocating from North Carolina to Massachusetts.

Would anyone happen to know any great companies hiring?

A majority of my experience is in the logistics and logistics technology side of sales. I’ve been working remotely doing over the phone/ zoom demo sales. But I would love the opportunity to service my clients in person!

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I recently bought my 1st home in TX. I want to get into real estate and eventually own/rent out multiple homes. Are there any good recommendations/tips on books/articles/websites that others have used to get started?

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Need referral to BNP Paribas CIB
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I just had my first behavioural interview with VCA for a Digital Consulting Manager role and the Dir said he was going to progress me to the next round.

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Thanks in advance!

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Hello, after doing some research I believe I’m being underpaid. About 4 months ago HR did a market analysis for my role. They bumped my salary for about $2k. I’m a mid-level Executive assistant with 6 years of experience and currently supporting 5 executives at a fortune 50 company. One C level and 4 Vice Presidents. I’m currently making $61,000 with bonus included. Based on my research I should at least be making $71,400. I have a check in with my boss tomorrow and I am asking for a raise.

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Hello,

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what does sr role developer L3 means?

Hello! I'm currently getting my Bachelor's Degree and I'll be graduating in May 2023. My major focuses on Spanish Translation, I have a minor in Japanese, and I'll be receiving a certificate in Spanish for Professions when I graduate.

Does anyone know of any companies that are hiring in-house Spanish Translators?

Hi friends,
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I am having a lot of trouble with this new job, they seemed like they needed me but they only give me little tasks and i’m use to having a lot of responsibility in my last role. any advice?

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Anyone at EY or Deloitte? Trying to apply for FDD position.

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Hi Fishes,

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Let's build a playlist! Share what artist. songs or podcasts you like to listen to while spending hours writing endless amounts of code.

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Genuinely curious: How do you justify working in PR knowing that you won’t make $100k+ for 15-20 years? I’m 3 years into my career and I have regrets about choosing this field when I look at my financial timeline.

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Hello,
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Found the BEST hacker. This is an account that was already banned. I got killed by his new account with the same name just haven't figured out the number combo.

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I accepted a job offer in April to start a few months from now, post clerkship. All conflicts/background check went smoothly etc. Since accepting my offer, the firm has increased their 1st year pay across the board to be higher than my offer was (which was, at the time, what 2nd yeas got). When should I reach out to the recruitment attorney leading up to my start date? Or should I? (Haven't spoken since May) Should I bring up the salary or just assume its higher?

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Does anyone have thoughts on RPAG? Is it worth the cost? Is there something better?

Recently attended an FA conf. where there was discussion about 401(h) plans & their tax advantages.
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No pitch, just some research for a client of mine.

Aside from referrals, what is your biggest source of leads?

Facebook?
Google?
Physical Mailers?
Radio ads?
Your own radio program?
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What is the best setup for Retirement Plan Advisors? RIA? B/D? Hybrid? Other?

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Looking for whole life insurance. Who is better Mass Mutual or Northwestern or NY life?

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Are y’all finding that HR is preoccupied with Coronavirus and not the (k) plan?

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Welcome to the Retirement Plan Advisors Bowl. The goal is to give advisors of Retirement Plans a place to discuss the challenges, opportunities, and daily ins and outs of working with all types of employer sponsored retirement plans.

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What’s your tax strategy to minimize self employment taxes?

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So... how can I become more involved with MEPs?

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How is everyone approaching educating current and potential clients on the Secure Act?

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Coming up on my annual review and I'm curious about salary ranges for those who work with 401(k)+ plans. I'm a CPFA, series 65, and previously held 6&63. I advise plans on investment selection, plan design, IPS creation, and meet with participants individually as well.

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Which firms do good actuarial work for cash balance plans?

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How do RIA retirement plan focused advisors feel about taking on new advisors to your firm? What do you look for in candidates? I’d like to get out of my corporate role, curious if this makes sense

For those who cold call on 401k plans, what is your approach?

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Please ask more to join. Would like to get some more feedback from other Retirement Plan Consultants. For example:

What recordkeepers do you find to be easiest to work with and hardest to work with?

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