All Episodes
Displaying 1 - 20 of 60 in total
Spicy Takes from Small-Town Maine: Nate Moody on Redefining Success as a Retirement Plan Advisor
Welcome to episode #53 of the Fiduciary U™ Podcast.In this episode, Josh Itzoe sits down with Nate Moody, Partner at Lebel & Harriman, to discuss building a career in ...
From Peanut Butter to 401k: Grant Ellis' People-First Approach to Building Relational Capital
Welcome to episode #52 of the Fiduciary U™ Podcast. In this episode, Josh Itzoe sits down with Grant Ellis from Ellis Retirement Services to discuss his with deep root...
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