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The 401k Playbook

Grant Ellis
401k Industry
Donald Trump
Three Core 401k Fees
Transparency In Fees
Record Keeping
Investment Expenses / Expense Ratios
Advisor Compensation
Revenue Sharing

The 401k Playbook is a podcast for advisors, by advisors...or one advisor to be specific. This podcast is for any advisor looking to get into the 401k space, grow their 401k business, or learn more about what it means to be a 401k advisor. In this podcast, Grant interviews 401k advisors, thought leaders, and experts about their journey in the 401k space. But this isn't just about making more money... more

PublishesInfrequentlyEpisodes10Founded2 years ago
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Artwork for The 401k Playbook

Latest Episodes

401k's are complex enough without the industry adding more complexity on top. Today we are discussing 401(k) fees and why they are becoming increasingly difficult to understand. We'll talk about how to find out what your 401(k) fees are, who is getti... more

If you've seen the 401k headlines recently, you know that the 401k industry is noisy right now. It feels like new legislation comes out daily, along with a million new tools and options that 401k plan sponsors have to choose from.

Plan sponsors are... more

This episode dives into the question I get more than any other: How do you grow a 401(k) business?

If you're entering the space or trying to get better at it, you've probably heard a lot of noise. Scripts, shortcuts, and promises that sound too goo... more

It can be extremely difficult to grow your 401k book of business. Every advisor knows what it feels like to spend hours cold calling and cold emailing only to have nothing to show for it.

The dream for every advisor, in 401ks or otherwise, is to g... more

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Reviews

5.0 out of 5 stars from 11 ratings
  • Awesome!

    Great last episode on building relationship capital and how just simply being human and helping others comes back around!

    Apple Podcasts
    5
    Blake Cason
    United States2 years ago
  • Great perspective!

    Enjoying the show and looking forward to the interviews.

    Apple Podcasts
    5
    Sempre Domani
    United States2 years ago

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Which podcasts are similar to The 401k Playbook?

These podcasts share a similar audience with The 401k Playbook:

1. Financial Audit
2. The Briefing with Albert Mohler
3. Thoughts on the Market

How many episodes of The 401k Playbook are there?

The 401k Playbook launched 2 years ago and published 10 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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