Latest posts
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Two 401k Pros Enter, One 401k Pro Leaves
A debate style format, two 401k pros enter, one 401k pro leaves…. What if we could take a serious industry subject and handpick two thought leaders for a battle in front of a blood thirsty live chat bar? Fuel this war of words with mandated alcohol consumption, a live scoreboard and plenty of perilous rules/traps along…
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Forget About Social Media Content and Run Your 401k Business
What if I told you the digital branding/marketing experts are wrong and that old-school tactics are where it’s at? Advisors tell me they feel guilty about not spending enough time improving their social media and content game. They are inundated with “experts” telling them that this is the new way, and their success depends on…
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A Pint with the Prez
From the Fi360 Nashville Conference Magazine – Sage Issue #1 Spring 2019 The Retireholi(k)s & Matthew Wolniewicz, AIFA President FI360 Imagine a classic pub, it’s the heart of happy hour and the place is packed with personalities of all types. Matt Wolniewicz the President of Fi360 and J.D. Carlson of The Retireholi(k)s are sitting in…
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