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 podcast since first appearing in 2020 as my second guest on the show. A lot has changed since then and Vestwell’s success has gone nuclear, making them a dominant force in the small plan recordkeeping market.
On this episode, we discuss topics that range from developing systems and workflows that scale, service models that succeed, how Vestwell is empowering the next generation of retirement savers by making advisors and TPA more efficient, crypto, and more. And so with that introduction I hope you enjoy this episode with Aaron Schumm. Make sure to listen to Parts 1 & 2 with your favorite podcast app!
