#401kLady Jeanne Sutton's technique for filling your pipeline

Wednesday, December 21, 2022 · 29:52

Show notes

Recorded on the floor of the 2022 Wealth@Work conference in Vegas, Retireholics GOAT of guest: Jeanne Sutton (#401klady) joined us live to talk 401k industry.

Topics: Filling the pipeline and closing 401k business | Why the 60/40 rule is maybe still the way | Open Containers | Should 401k advisors be concerned about their social media, or can the ignore that stuff.