Ask the Experts

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Episode #43 – Resource Review – Radish Plan (Performance-Based Profit Sharing)

2026-03-2511:16

Ask the Experts Episode #43 features a resource review of Radish Plan, a performance-based profit sharing solution. In this episode, Sharon Pivirotto speaks with Kyle Bagley about how Radish connects employee behavior to retirement contributions to improve engagement, retention, and participation.

#42 – Resource Review – Strad (A Virtual Family Office Platform)

2026-02-0328:28

Ask the Experts Episode #42 features a behind-the-scenes review of Strad, a virtual family office platform built for advisors. In this episode, Sharon Pivirotto speaks with Russell Dow about how Strad helps advisors centralize client information, deliver a family office experience, and differentiate their client service model.

#41 – Resource Review – Savology Financial Wellness Platform

2026-01-3121:27

Ask the Experts Episode #41 features a behind-the-scenes review of the Savology Financial Wellness Platform. In this episode, Sharon Pivirotto speaks with Brock Klementson about how advisors are using Savology to deliver financial wellness at scale, support middle-market clients, and add value to retirement plan relationships without adding more work to their practice.

#40 – Resource Review – The 401k Advisor Playbook

2024-10-0809:09

Ask the Experts #40 - In this episode, I'm giving you a behind-the-scenes review of The 401(k) Advisor Playbook - a coaching program for 401k plan advisors offered by Andy Hudson. There is so much more to this program than just coaching so I encourage you to take a look and see if you could benefit from a program like this.

#39 – Why Your Story is So Valuable in Marketing

2022-11-1908:55

Ask the Experts #39 - In this episode, I'm sharing another lesson from the New Instant Authority Masterclass on the power of knowing, and sharing, your "why" or your story of why you do what you do.

#38 – Does Your Marketing Speak to Your Ideal Client?

2022-11-1810:15

Ask the Experts #38 - In this episode, I'm sharing another lesson from the New Instant Authority Masterclass on how to attract more best-fit, ideal clients.

#37- The Four Core Fundamentals of Great Positioning

2022-11-1705:39

Ask the Experts #37 - In this episode, I'm sharing another lesson from the New Instant Authority Masterclass on the four core fundamentals of strong online positioning.

#36 – What Strong Online Positioning Can Do For You

2022-11-1607:22

Ask the Experts #36 - In this episode, I'm sharing a lesson from the New Instant Authority Masterclass on how strong positioning can give you an advantage in 401(k) plan prospecting.

#35 – How a Printed Compliance File Can Help You Win New Business

2022-11-1003:30

#35 - In this episode of the 401k Best Practices (Ask the Experts) podcast, I'm sharing a short story about what an advisor I worked with said was a key reason they won a $200 million dollar plan.

#34 – Resource Review – Catapult

2022-09-1214:48

#34 - In this episode, I'm talking with Justin Witz, Founder and CEO of Catapult HQ, Inc. about their RFP solution called "Catapult."

#33 – Resource Review – PscNet

2022-09-0512:01

#33 - In this episode, I'm talking with Marco Brown, creator of PscNet about a plan design comparison software program that allows advisors to create proposals comparing several types of qualified plans, (including Age Weighted, New Comparability, and Cash Balance Plans).

#32 – Resource Review – TRAK

2022-08-2921:11

#32 - In this episode, I'm talking with Ed Dressel from RetireReady Solutions about their flagship software product called The Retirement Analysis Kit, better known as TRAK.

#31 – Resource Review – PlanTools

2022-08-1529:39

#31 - In this episode, I'm talking with David Witz from Fiduciary Risk Assessment about their software called PlanTools™.

#30 – Resource Review – 401kGrabNGo

2022-08-0412:45

#30 - In this episode, I'm talking with Andy Hudson from 401(k) Champions about a valuable resource they offer advisors called 401kGrabNGo.

#29 – How to Get New 401k Leads In Your Pipeline

2022-07-1807:50

#29 - In this episode, I'm sharing some intel on the best 401k prospecting methods to help you get new 401k leads into your pipeline (from the Marketing Effectiveness Survey).

#28 – Using 401k Titles – Marketing Genius or Something Else?

2022-07-1704:53

#28 - In this episode, I'm sharing my thoughts on using 401k titles (like 401k Quarterback, 401k Coach, etc.), what Robert Cialdini says about titles, and then I'd love to get your opinion...

#27 – Creating Your Own Unique 401k Service Process

2022-07-1606:45

#27 - In this episode, I'm sharing a way to avoid the commoditization trap by creating a unique 401k service process.

#26 – 401k Prospecting and Conversion Tips

2022-07-1506:48

#26 - In this episode, I'm sharing (the cliff-notes version of a full training video covering...)some important 401k prospecting and conversion tips (on getting new leads and converting them to clients)

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

2022-07-1406:32

#25 - In this episode, I'm sharing (the cliff-notes version of a full training video covering...)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.

#24 – How to Build Authority as a 401k Educator

2022-07-1307:31

#24 - In this episode, I'm sharing the cliff-notes version of Lesson 2: Educate - where we discuss how to build authority as an expert and educator in the 401k industry.

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