Many retirement plan advisory firms are facing a talent and succession challenge as Baby Boomers retire and younger professionals cycle through roles. This article outlines how firms can develop the next generation of advisors, retain top talent, and create continuity through intentional career paths, industry engagement, and proactive succession planning.

Many TPAs and advisors are excellent at spotting issues in a retirement plan. The real differentiator is communicating those issues in a way business owners can understand and act on. This blog explores a simple approach that helps you shift from presenting problems to offering clear solutions.

Sometimes the thing you think is helping your business is actually holding it back. Learn how one small discovery in the kitchen became a lesson on marketing awareness and how a few focused changes can reignite growth.

Advisors are rarely short on ideas. The real challenge is turning those ideas into campaigns that actually launch, connect, and deliver results. In this post, we share a practical 5-step process designed for 401(k) advisors that makes it easier to organize, assign, implement, deliver, and track your marketing initiatives

When it comes to growth, many advisors default to “driving”, cold calling, manual outreach, and busywork that feels productive but rarely scales. Others have embraced “flying,” leveraging automation, digital tools, and content systems to reach more plan sponsors in less time. In this post, we explore what it really means to drive versus fly, how today’s talent shortage makes efficiency critical, and why building a funnel mindset may be the key to sustainable growth

Prospecting isn’t what it used to be. Cold calls go unanswered, mass emails get ignored, and old-school formulas no longer deliver results. In this blog, we unpack why traditional tactics are falling flat and what retirement plan advisors can do instead. From building digital trust to rethinking your outreach strategy, discover how to market smarter in today’s environment.

Protecting your time with purposeful “no’s” can lead to a more intentional, fulfilling life and business.

Clients crave leadership. They want clarity, not chaos. Guidance, not guesswork. And that’s where you come in.

When you speak their language, you stand out as an advisor who truly understands what people need, not just financially, but human-to-human.

401(k) Marketing is excited to announce the launch a powerful new AI Sales Assistant  built directly into the membership portal. Designed...

Today’s 401(k) committees might include a CFO who’s a Baby Boomer, an HR Director from Gen X, a Millennial Head of People Ops, and even a...

Let’s break down the key components of a high-performing sales funnel to help you gain—and retain—more 401(k) plan sponsors.