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Giving Innovation A Voice



The 401(k) Incubator | Priceless

The 401(k) Incubator Value Proposition

• Hire Another Wholesaler- $$$$$
• Hire A Social Media Manager- $$$$
• Sponsor A Conference- $$$
• Make A Video-$$

COST: $$$$$$$$$$$$$

Become a Sponsor of The 401(k) Incubator

• 3 Levels Available
• 3 Distinct Packages
$$  (20) | $$$  (4) | $$$$  (2)



Today, Boston is Everyone’s Home



Look with Your Eyes Not with Your Mouth


My wife is the keeper of any and all information worth knowing in our household. She is the expert and I get to ask her for everything from the checkbook to the TV remote. One day she wondered aloud if I were looking with my mouth instead of my eyes. Ouch!

Question: Are you looking with your mouth instead of your eyes when it comes to learning the 401k business? The most common trait of our Intentional members (those with many plans) is that they are in the habit of looking with their eyes. The result is a knowledge base that serves them for the future.

On a trip to Cleveland to visit one of our Sponsor/Members recently I was reminded how important reading and self study is for successful advisors. Darrin Farrow an FA as well as President of Adviceware the 401k participant advice tool provider, researched a complicated question for me on Social Security benefits. He eagerly rolled up his sleeves and studied for the answer from a detailed series of documents. RESULT: He accurately answered my question and built another few mega bits into his personal knowledge base.

If you are in the habit of looking with your mouth in our industry you might be missing a big learning opportunity. You will also be overlooking one of the key habits that Intentional Advisors do as routine.

Join Us So We Can Join You


Guaranteed Lowest Price In Town


I saw this sign on a childcare center last week. It was both alarming and insightful. I think it proves the adage “We know the price of everything and the value of nothing”.

Unfortunately, the pricing bug is buzzing loudly throughout our industry. It is hard to tell where it will stop and the level of displacement it will wreak. Fortunately, there are innovators like Adviceware,Pulse Logic, Unified Trust, Riskalyze, Inspira, SaverNation and others that truly make our business better,scalable and sustainable while we battle the price driven decisionmaking.

Whatever happened to the adage: “Don’t be afraid to buy the best, you’ll never regret it”.

Go be the best you can be today. American workers are counting on you!