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View More Press Releases by 401kbestpractices.com

Press Release

New Training on How to Build Authority as a Trusted 401(k) Advisor

Issued by 401kbestpractices.com

Nov. 21, 2022

401k Best Practices Offers Hands-On Workshop to Help Advisors Develop Strong Online Positioning.

Pittsburgh, PA: Sharon Pivirotto, Owner of 401kbestpractices.com has opened registration to a new program titled Instant Authority – a live, hands-on workshop to help advisors build trust, authority, and credibility online as a trusted 401(k) expert.

According to Sharon Pivirotto, “When competing for plan business, it’s a given plan sponsors will look an advisor up online, and depending on how well positioned they are, it can give them a competitive advantage – or possibly put them at a disadvantage. Strong online positioning can make the competition irrelevant.”

The live 12-week training is accessible by registering at https://www.instantauthoritymasterclass.com and includes a series of short video lessons, hands-on assignments, and live, weekly review and feedback calls starting with a kickoff call on Tuesday, November 29th.

The program covers four key areas essential to strong online positioning:

  1. The Pitch – which includes defining the ideal client, crafting a compelling “why” story, articulating learned, earned and borrowed expertise, the value proposition, tagline, and how to show proof in today’s regulatory environment.
  2. The Process – helping advisors articulate and formalize their service process to differentiate their services in a compelling and valuable way.
  3. The Platform –  ensuring the company’s brand is clear and identifiable and employed across all online assets for consistency, and setting up an online lead generation engine to help advisors gain new leads from platform visitors
  4. The Content – finally, the program addresses how to choose and implement a publishing strategy that leverages the advisor’s unique abilities and helps to position them as a trusted expert (exploring topics, medium, and consistency in scheduling).

At the end of the program, and advisor will have created strong online positioning that differentiates them as a trusted 401(k) professional.

As part of this new training program, a free online assessment is available to advisors to easily self-assess their online assets to score their “authority-trust-credibility” factor. You can access the free self-assessment at https://atcscorecard.com.

For details and to register for the live Instant Authority Masterclass, visit https://instantauthoritymasterclass.com.

About Sharon Pivirotto:  Sharon Pivirotto is a former Edward Jones investment advisor.  Sharon went on to develop the Professional Plan Consultant Designation (PPC) and the 401k Service Solution toolkits back in 2005 (winning a PSCA Signature Award in 2008 for some of her document templates). Both were sold to fi360 (now a Broadridge Company) in 2013. She now runs the 401kbestpractices.com website full time to help financial advisors looking to specialize in the 401k market find strategies, best practices, and resources that will help them grow a successful and compliant 401k plan practice.

View More Press Releases by 401kbestpractices.com


Editor's note: This press release has been issued by the company named above, not BenefitsLink. Reliance on information in this press release might be prudent only after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by BenefitsLink.

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