Guest: Derrick Kinney

Referrals & Positioning in a Crowded 401(k) Market

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Derrick Kinney built a wildly successful advisory practice by connecting emotionally with clients instead of pushing logic and features.

In this episode of Beyond The Advice, Derrick and Andy discuss:  

• A mid-meeting referral script that actually works
• How to disarm cold leads with one simple phrase
• Why 4% work beats frantic activity
• The power of handwritten notes and personal connection
• How to position yourself as memorable, not interchangeable


Whether you’re chasing high-value plans or reactivating COIs, this is an advisor conversation you don’t want to miss.

Best Days for Cold Calling 401(k) Prospects

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If you've ever wondered which days are best for cold calls to 401(k) prospects but not had the data to decide, Zoom.info's analysis of 1.4M cold calls will be helpful.

The Complex To Simple Framework

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Use this framework to unlock sales deliverables and talking points to win more business and drive max value to clients/prospects.

Only Three Sources of 401(k) Leads

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There are three sources of 401(k) leads: Network, COIs, list of plan prospects. If you need more leads, which of the three do you feel offers the most immediate upside? Let's jump in.

401(k) Sales Ideas & Updates

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