401kExperts 038: Does Your Marketing Speak to Your Ideal Client?

Ask the 401k Experts

MP3•Pagina principale dell'episodio

1:14:43

Artificial intelligence is evolving at an unprecedented pace—what does that mean for the future of technology, venture capital, business, and even our understanding of ourselves? Award-winning journalist and writer Anil Ananthaswamy joins us for our latest episode to discuss his latest book Why Machines Learn: The Elegant Math Behind Modern AI . Anil helps us explore the journey and many breakthroughs that have propelled machine learning from simple perceptrons to the sophisticated algorithms shaping today’s AI revolution, powering GPT and other models. The discussion aims to demystify some of the underlying mathematical concepts that power modern machine learning, to help everyone grasp this technology impacting our lives–even if your last math class was in high school. Anil walks us through the power of scaling laws, the shift from training to inference optimization, and the debate among AI’s pioneers about the road to AGI—should we be concerned, or are we still missing key pieces of the puzzle? The conversation also delves into AI’s philosophical implications—could understanding how machines learn help us better understand ourselves? And what challenges remain before AI systems can truly operate with agency? If you enjoy this episode, please subscribe and leave us a review on your favorite podcast platform. Sign up for our newsletter at techsurgepodcast.com for exclusive insights and updates on upcoming TechSurge Live Summits. Links: Read Why Machines Learn, Anil’s latest book on the math behind AI https://www.amazon.com/Why-Machines-Learn-Elegant-Behind/dp/0593185749 Learn more about Anil Ananthaswamy’s work and writing https://anilananthaswamy.com/ Watch Anil Ananthaswamy’s TED Talk on AI and intelligence https://www.ted.com/speakers/anil_ananthaswamy Discover the MIT Knight Science Journalism Fellowship that shaped Anil’s AI research https://ksj.mit.edu/ Understand the Perceptron, the foundation of neural networks https://en.wikipedia.org/wiki/Perceptron Read about the Perceptron Convergence Theorem and its significance https://www.nature.com/articles/323533a0…

2 anni fa 10:15

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

Do you find you’re attracting prospects that aren’t a great fit (or not really attracting any new prospects without a lot of effort)?

In this episode of the 401k Best Practices (Ask the Experts) podcast, I’m sharing another lesson from the New Instant Authority Masterclass on how to define your perfect client so your marketing attracts your perfect client by speaking to their needs, hopes, and desires.

Mentioned in this episode:

Instant Authority Masterclass

(Sign up for a free preview and access the first 5 lessons for free – includes lessons, transcripts, and worksheets.)

Watch the YouTube version of this episode here.

38 episodi

#Trading #Business #401kbestpractices.com #Sharon Pivirotto #MBA #Podcasting Education #Self-Improvement

401kExperts 038: Does Your Marketing Speak to Your Ideal Client?

Ask the 401k Experts

0-10 subscribers

published 2 anni fa

MP3•Pagina principale dell'episodio

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

Do you find you’re attracting prospects that aren’t a great fit (or not really attracting any new prospects without a lot of effort)?

Mentioned in this episode:

Instant Authority Masterclass

(Sign up for a free preview and access the first 5 lessons for free – includes lessons, transcripts, and worksheets.)

Watch the YouTube version of this episode here.

38 episodi

#Trading #Business #401kbestpractices.com #Sharon Pivirotto #MBA #Podcasting Education #Self-Improvement

Tutti gli episodi

1
401kExperts 040: Resource Review - The 401(k) Advisor Playbook 9:09

22 weeks fa9:09

9:09

Episode #40 – Resource Review – The 401(k) Advisor Playbook A lot of advisors ask me if I offer coaching as a service. I don’t but I know someone who does. Andy Hudson has recently launched a new program for Advisors to help you grow your 401k plan practice. In this episode of the 401k Best Practices (Ask the Experts) podcast, I’m giving you a behind-the-scenes review of The 401(k) Advisor Playbook – part of the coaching program 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. Mentioned in this episode: The 401(k) Advisor Playbook – a Coaching Program found at 401kchampions.com Watch the YouTube version of this episode here so you can see exactly what you get inside this program.…

1
401kExperts 039: Why Your Story is So Valuable in Marketing 8:55

2 years fa8:55

8:55

Episode #39 – Why Your Story is so Valuable in Marketing We all know the power of stories (in teaching, for remembering what we hear, for engaging people, etc.) and in marketing – stories can create a connection more powerful than any other type of communication. In this episode of the 401k Best Practices (Ask the Experts) podcast, 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. Mentioned in this episode: Instant Authority Masterclass ( Sign up for a free preview and access the first 5 lessons for free – includes lessons, transcripts, and worksheets.) Watch the YouTube version of this episode here .…

1
401kExperts 038: Does Your Marketing Speak to Your Ideal Client? 10:15

2 years fa10:15

10:15

Episode #38 – Does Your Marketing Speak to Your Ideal Client? Do you find you’re attracting prospects that aren’t a great fit (or not really attracting any new prospects without a lot of effort)? In this episode of the 401k Best Practices (Ask the Experts) podcast, I’m sharing another lesson from the New Instant Authority Masterclass on how to define your perfect client so your marketing attracts your perfect client by speaking to their needs, hopes, and desires. Mentioned in this episode: Instant Authority Masterclass ( Sign up for a free preview and access the first 5 lessons for free – includes lessons, transcripts, and worksheets.) Watch the YouTube version of this episode here .…

1
401kExperts 037: The Four Core Fundamentals of Great Positioning 5:39

2 years fa5:39

5:39

Episode #37 – The Four Core Fundamentals of Great Positioning If you want to position yourself as a 401(k) expert and authority, there are four core fundamentals you need to address. In this episode of the 401k Best Practices (Ask the Experts) podcast, I’m sharing another lesson from the New Instant Authority Masterclass on the four core fundamentals of strong online positioning. Mentioned in this episode: Instant Authority Masterclass ( Sign up for a free preview and access the first 5 lessons for free – includes lessons, transcripts, and worksheets.) Watch the YouTube version of this episode here . Read the article version here.…

1
401kExperts 036: What Strong Online Positioning Can Do For You 7:22

2 years fa7:22

7:22

Episode #36 – What Strong Online Positioning Can Do For You If a plan sponsor looked you up on line, would they see you as a trusted expert and authority in the 401(k) industry? In this episode of the 401k Best Practices (Ask the Experts) podcast, 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. Mentioned in this episode: Instant Authority Masterclass ( Sign up for a free preview and access the first 5 lessons for free – includes lessons, transcripts, and worksheets.) Watch the YouTube version of this episode here .…

1
401kExperts 035: How a Printed Compliance File Can Help You Win New Business 3:30

2 years fa3:30

3:30

Episode #35 – How a Printed Compliance File Can Help You Win New Business Looking for ways to demonstrate that you have a solid process in place to help plan sponsors? 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. Mentioned in this episode: The 401(k) Plan Compliance File Kit Read the article version of this topic (transcript included) here . Or watch the YouTube Video here . * In the story, the Plan Compliance file was a reason cited for the advisor winning the plan (it was not the ONLY reason). There is no promise or guarantee you will win a $200 million dollar plan by simply showing up with a binder ;-)… There is more to selling than that – but it can certainly help demonstrate your value visually.…

1
401kExperts 034: Resource Review - Catapult 14:48

2 years fa14:48

14:48

Episode #34 – Resource Review – Catapult (An RFP Solution) Looking for a turn-key, full-service, Request for Proposal (RFP) platform? In this episode of the 401k Best Practices (Ask the Experts) podcast, I’m talking with Justin Witz, Founder and CEO of Catapult HQ, Inc. about their RFP platform called “Catapult.” Mentioned in this episode: Catapult Read the article version of this topic (transcript included) here . Or watch the YouTube Video here .…

1
401kExperts 033: Resource Review - PscNet 12:01

3 years fa12:01

12:01

Episode #33 – Resource Review – PscNet (Profit Sharing Comparison System) Looking for an easy-to-use retirement plan design and proposal solution? I recently spoke 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). In this episode of the 401k Best Practices (Ask the Experts) podcast, I’m talking with Marco Brown, creator of PscNet about a software program that allows advisors to create plan design proposals comparing several types of qualified plans, (including Age Weighted, New Comparability, and Cash Balance Plans). Mentioned in this episode: PcsNet Read the article version of this topic here . Or watch the YouTube Video here .…

1
401kExperts 032: Resource Review - TRAK 21:11

3 years fa21:11

21:11

Episode #32 – Resource Review – The Retirement Analysis Kit (TRAK) Looking for a way to add tremendous value to the participants in the plans you serve? A tool that engages participants and helps move the needle on retirement readiness? In this episode of the 401k Best Practices (Ask the Experts) podcast, I’m talking with Ed Dressel from RetireReady Solutions about their flagship software product called The Retirement Analysis Kit, better known as TRAK. Mentioned in this episode: RetireReady.com (TRAK) Read the article version of this topic here . Or watch the YouTube Video here .…

1
401kExperts 031: Resource Review - PlanTools 29:39

3 years fa29:39

29:39

Episode #31 – Resource Review – PlanTools Looking for an investment monitoring program that gives you control over the parameters… and includes the ability to customize each IPS, a built-in CRM, a client vault, a fiduciary education center – and more!? In this episode of the 401k Best Practices (Ask the Experts) podcast, I’m talking with David Witz from Fiduciary Risk Assessment about their software called PlanTools . Mentioned in this episode: PlanTools Read the article version of this topic here. Or watch the YouTube Video here .…

1
401kExperts 030: Resource Review - 401kGrabNGo 12:45

3 years fa12:45

12:45

Episode #30 – Resource Review – 401kGrabNGo Looking for strategies, scripts, and ideas to get more 401k sales opportunities (and close them and then service them?)… In this episode of the 401k Best Practices (Ask the Experts) podcast, I’m talking with Andy Hudson from 401(k) Champions about a valuable resource they offer advisors called 401kGrabNGo. Mentioned in this episode: 401kGrabNGo Book: The 401(k) Sales Champion Online Course Hosting Platform: Kajabi Bi-Monthly Coaching Calls: 401(k) Sales Calls Read the article version of this topic here. Or watch the YouTube Video here . Note: I think is such a valuable resource for 401(k) advisors – especially those just starting out or looking for prospecting and servicing ideas – that I’m buying it for anyone who joins the 401k Quarterback program (full template library access) – or anyone who purchases just the single Prospect Drip Content in a Box Kit.…

1
401kExperts 029: How to Get New 401k Leads into Your Pipeline 7:50

3 years fa7:50

7:50

Episode #29 – How to Get New 401k Leads into Your Pipeline Want more 401k leads? Not sure the most effective methods or where to start? In this episode of the 401k Best Practices (Ask the Experts) podcast, 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 conducted on this site). Mentioned in this episode: Participate in the 2022 401k Marketing Effectiveness Survey here Read the article version of this topic here . Or watch the YouTube Video here (coming soon). Disclaimer: The information provided in these videos is for professional use only and not for use with plan sponsors or plan participants.…

1
401kExperts 028: Using 401k Titles - Marketing Genius or Something Else? 4:53

3 years fa4:53

4:53

Episode #28 – Using 401k Titles – Marketing Genius or Something Else? I have a question I’d like to pose to you – and would love your opinion… In this episode of the 401k Best Practices (Ask the Experts) podcast, 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… Mentioned in this episode: The 401k Business in a Box Template Library – and the 401k Quarterback Option Influence – The Psychology of Persuasion by Robert B. Cialdini, Ph.D. Read the article version of this topic here . Or watch the YouTube Video here (coming soon). Disclaimer: The information provided in these videos is for professional use only and not for use with plan sponsors or plan participants.…

1
401kExperts 027: Creating Your Own Unique 401k Service Process 6:45

3 years fa6:45

6:45

Episode #27 – Creating Your Own Unique 401k Service Process How can you avoid the commoditization trap – selling the same products and services as everyone else and competing on price? In this episode of the 401k Best Practices (Ask the Experts) podcast, I’m sharing one way to package your services that allow you to sell value and the experience you’re taking your clients through (instead of your products and services). Mentioned in this episode: The 401k Business in a Box Template Library – and the 401k Quarterback Option Read the article version of this topic here . Or watch the YouTube Video here (coming soon). Disclaimer: The information provided in these videos is for professional use only and not for use with plan sponsors or plan participants.…

1
401kExperts 026: 401k Prospecting and Conversion Tips 6:48

3 years fa6:48