The 401k Playbook

business, entrepreneurship · EN

The 401k Playbook is a podcast for advisors, by advisors...or one advisor to be specific.This podcast is for any advisor looking to get into the 401k space, grow their 401k business, or learn more about what it means to be a 401k advisor.In this podcast, Grant interviews 401k advisors, thought leaders, and experts about their journey in the 401k space.But this isn't just about making more money. This is about people and stories. We will talk about the best parts of our work and the hardest parts of both our work and our journey.Grant Ellis has been in the 401k space since 2005. He has worked for a recordkeeper, owned a TPA firm, consulted for the largest brokerage firm in the world, and owned multiple 401k and wealth management practices.He has deep experience and knowledge in the 401k advisory world, but more than anything he loves connecting with people and hearing their stories.