All Episodes
Displaying 1 - 30 of 58 in total
Ep #51: Insights into the Constantly Evolving M&A Landscape with Rob Madore from Marshberry
Welcome to episode #51 of the Fiduciary U™ Podcast. My guest today is Rob Madore from Marshberry.In this episode, I interview Rob Madore, an expert in investment banki...
Ep #50: PEP Talk - Exploring the Power of Pooled Employer Plans with Patrick Bushlack from The Standard
Welcome to episode #50 of the Fiduciary U™ Podcast. My guest today is Patrick Bushlack from The Standard.In this conversation, we discuss Pooled Employer Plans (PEPs) ...
Ep #49: Fueling Business Development with Strategic Marketing Investments: A Discussion with Rebecca Hourihan from 401(k) Marketing
On this episode, Rebecca Hourihan from 401(k) Marketing and I discuss the changes in marketing strategies over the past decade and the importance of differentiation in...
Ep #48: Scaling Participant Education and Enrollment with Justin Tarantin from Venrollment
In this conversation, I interview Justin Tarantin, the CEO of Venrollment, a participant engagement platform for retirement plans. We discuss the challenges of in-pers...
Ep #47: Empowering Independent Advisors to Drive Scale and Compete with Giants with Bill Chetney, Jr., Part 2
Welcome to Part 2 of episode #47 of the Fiduciary UÔ Podcast. My guest today is Bill Chetney, Jr. from Viking Cove Institute. Bill’s dad Bill Chetney Sr. arguably c...
Ep #47: Empowering Independent Advisors to Drive Scale and Compete with Giants with Bill Chetney, Jr., Part 1
Welcome to Part 1 of episode #47 of the Fiduciary U™ Podcast. My guest today is Bill Chetney, Jr. from Viking Cove Institute. Bill’s dad Bill Chetney Sr. arguably c...
Ep #46, Part 2: Helping People Become "Money Strong" with Liz Davidson
Welcome to Part 2 of episode #46 of the Fiduciary U™ Podcast. My guest today is Liz Davidson from Financial Finesse and this is her second time on the show.On this e...
Ep #46, Part 1: Helping People Become "Money Strong" with Liz Davidson
Welcome to Part 1 of episode #46 of the Fiduciary U™ Podcast. My guest today is Liz Davidson from Financial Finesse and this is her second time on the show.On this e...
Ep #45, Part 2: Discussing the Latest Fiduciary Trends with Bonnie Treichel
Welcome to Part 2 of episode #45 of the Fiduciary U™ Podcast. My guest today is Bonnie Treichel from Endeavour Retirement. I’ve been a fan of Bonnie’s for some tim...
Ep #45, Part 1: Discussing the Latest Fiduciary Trends with Bonnie Treichel
Welcome to Part 1 of episode #45 of the Fiduciary U™ Podcast. My guest today is Bonnie Treichel from Endeavour Retirement. I’ve been a fan of Bonnie’s for some tim...
Ep #44, Part 2: How Fintech is Empowering Fiduciary-Focused Advisors with John Faustino
Welcome to Part 2 of episode #44 of the Fiduciary U™ Podcast. My guest on this episode is John Faustino, who is the Head of FI360. John has become a good friend and i...
Ep #44, Part 1: How Fintech is Empowering Fiduciary-Focused Advisors with John Faustino
Welcome to Part 1 of episode #44 of the Fiduciary U™ Podcast. I’ve broken this one into 2 parts so make sure to check both of them out. You won’t want to miss either ...
Ep #43, Part 2: Building A Systematic Approach To Scaling Retirement Plans With Aaron Schumm
Welcome to Part 2 of episode #43 of the Fiduciary U™ Podcast. My guest on this episode is Aaron Schumm, Founder & CEO of Vestwell. This is Aaron’s second time on the ...
Ep #43, Part 1: Building A Systematic Approach To Scaling Retirement Plans With Aaron Schumm
Welcome to Part 1 of episode #43 of the Fiduciary U™ Podcast. It’s been a few months since I released a podcast – the end of the year was pretty crazy launching a lot ...
Ep #42, Part 2: Analyzing Large Market Consulting and Product Trends with Michael Doshier
Michael Doshier is a Senior Retirement Strategist for T. Rowe Price where he helps further the firm’s position as a thought leader in the retirement arena.
Ep #42, Part 1: Analyzing Large Market Consulting and Product Trends with Michael Doshier
Michael Doshier is a Senior Retirement Strategist for T. Rowe Price where he helps further the firm’s position as a thought leader in the retirement arena.
Ep #41, Part 2: How Advisors Can Win Big in the Small Retirement Plan Market with Chad Johansen
Chad Johansen a Partner & Director of Retirement Plan Sales at Plan Design Consultants and ¼ of the Retireholics
Ep #41, Part 1: How Advisors Can Win Big in the Small Retirement Plan Market with Chad Johansen
Chad Johansen a Partner & Director of Retirement Plan Sales at Plan Design Consultants and ¼ of the Retireholics
Ep #40: Optimizing Your Retirement Practice By Mastering The Three Pillars of Growth with Andy Hudson
Andy Hudson is the Managing Partner at 401(k) Champions
Ep #39: Capturing Hearts and Minds Through Authenticity, Empathy and Storytelling With Sheri Fitts
Sheri Fitts joins the show to share her passion for connecting emotional intelligence and digital influence, what she calls Digital EQ.
Ep #38: Delivering Efficient Financial Planning to Retirement Plan Participants With Ben Pitts
Ben Pitts from TIFIN Wealth joins the show to discuss how new fintech can help retirement plan advisors enhance the participant experience by delivering personalized f...
Ep #37: Wrestling with Rollovers and Other Regulatory Trends With Fred Reish
Fred Reish is a partner in Faegre Drinker’s Benefits & Executive Compensation practice group, the Investment Management group, and the Financial Services ERISA Team. T...
Ep #36: Mastering Social Media Marketing with SRPs Jeanne Sutton and Jake Rushton
Today we have the pleasure of welcoming two very exciting guests to the show. Jeanne Sutton and Jake Rushton are both Managing Director's for Strategic Retirement Part...
Ep #35: Cross Solving Problems for Clients Using Creativity With Jason Chepenik
For more than 20 years, Jason Chepenik has been recognized as a thought leader and advocate for the retirement industry, testifying in 2008 before the Department of La...
Ep #34: Finding Missing Participants and Streamlining Notifications with Michael Kirschman
Michael Kirschman is the Co-Founder of Plan Notice, a new service that helps companies track and manage communications with its retirement plan participants. Today Mic...
Ep #33: The Importance of Giving Women a Seat at the Leadership Table with Leah Sylvester
Learn the essential steps toward the equality this industry needs.
Ep #32: Designing A Plan That Serves A Company’s Purpose And Their People with Troy Redstone
Troy Redstone and Josh Itzoe discuss why a company’s corporate culture is a good indicator of whether they will be a good client and commit to running a successful plan.
Ep #31: How to Navigate the Current Fiduciary Liability Insurance Market with Tom Schrandt
Tom discusses the current market for fiduciary liability insurance and how this has recently changed due to ERISA litigation.
Ep #30: Driving Outcomes Through the "Power of One" with Marko Ungashick
Marko joins the show to discuss advisor outsourcing, delivering financial wellness, managing accounts, and retirement income.
Ep #29: Rethinking Retiree Spending Patterns and Preferences with Stuart Ritter
Going over T. Rowe Price’s recently published research on retirees' spending and savings patterns, preferences, and priorities.