Pivirotto Resource Group Launches the 401k Business in a Box Template Library

Share Article

A Sales and Service Template Library is Now Open for 401k Plan Advisors to Access

Sharon Pivirotto, Owner of Pivirotto Resource Group and the 401kbestpractices.com blog has opened the 401k Business in a Box Template Library for 401k Plan Advisors. This product gives single and small-team advisors access to practice management resources that many advisors at larger firms already have access to.

According to Sharon Pivirotto, “There’s a gap in the market where the solo advisor or small office is trying to create their own marketing, sales, and service process documents and I wanted to help since I was that solo advisor myself for several years.”

The 401k Business in a Box is set of document template packages that advisors can download and customize and employ in their business. Each kit includes items like emails to send to plan sponsors, slide presentations, marketing material, social media graphics, and additional done-for-you documents that can save the advisor time and help them with their marketing and service plans.

For details about the 401k Business in a Box Library and to learn more, visit: 401kbusinessinabox.com

About Sharon Pivirotto: The 401k Business in a Box was developed by Sharon Pivirotto, a former Edward Jones advisor. Sharon developed 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 in 2013. She now runs the 401kbestpractices.com website 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.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Sharon Pivirotto
since: 10/2014
Follow >
Visit website