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 the industry. She emphasizes the visual identity of advisors' websites and the need to showcase their office and team to create familiarity and connection with potential clients. She also highlights the significance of brand guidelines and professional photography in conveying a unique client experience. She suggests focusing...

In this conversation, I interview Justin Tarantin, the CEO of Venrollment, a participant engagement platform for retirement plans. We discuss the challenges of in-person education, the birth of Venrollment, the impact of COVID-19, and the importance of branding and differentiation. We also explore how Venrollment enables advisors to target the small plan market and deliver value to plan sponsors. Justin shares his career arc and the vision for Venrollment's future, including expanding into...

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 created the first aggregator with National Retirement Partners (NRP), eventually selling it to LPL, and ultimately created GRPAA.  Now it’s Bill Jr.’s turn to lead the organization forward and today he shares his vision for what that looks like.   On the show we cover a lot of ground around topics and the various ways Viking...

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 created the first aggregator with National Retirement Partners (NRP), eventually selling it to LPL, and ultimately created GRPAA.  Now it’s Bill Jr.’s turn to lead the organization forward and today he shares his vision for what that looks like.   On the show we cover a lot of ground around topics and the various ways Viking...

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 episode, we discuss her new book, Money Strong: Your Guide to a Life Free of Financial Worries, her "START" framework which outlines a universal process that can be applied to anyone's financial life regardless of where they are, her writing process, why Financial Finesse focuses on "coaching" vs. "advice" to employees, their...

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 episode, we discuss her new book, Money Strong: Your Guide to a Life Free of Financial Worries, her "START" framework which outlines a universal process that can be applied to anyone's financial life regardless of where they are, her writing process, why Financial Finesse focuses on "coaching" vs. "advice" to employees, their...

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 time and she is seemingly everyone these days sharing her thought leadership as well as her practice management tools and resources for advisors.  She’s one of the voices in the retirement industry that I greatly admire, and listeners will glean a lot of wisdom from this episode.   Bonnie has a unique background, as both an ERISA...

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 time and she is seemingly everyone these days sharing her thought leadership as well as her practice management tools and resources for advisors.  She’s one of the voices in the retirement industry that I greatly admire, and listeners will glean a lot of wisdom from this episode.   Bonnie has a unique background, as both an ERISA...

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 incredible mentor of mine as I have pivoted into the fintech world, and we had a great conversation where we covered a lot of ground. John has a 30+ year career in the fintech industry, first at Morningstar, then moving Fi360 as Chief Product & Strategy Officer, and continuing as the organizational leader after its...

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 one. My guest on this episode is John Faustino, who is the Head of FI360. John has become a good friend and incredible mentor of mine as I have pivoted into the fintech world, and we had a great conversation where we covered a lot of ground. John has a 30+ year career in the fintech industry, first at Morningstar, then moving...

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...

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 of new features and functionality in my FiduciaryRx platform which required a lot of my focus and attention.  But now I’m back and have some really exciting guests scheduled over the new couple of months.  Like my more recent episodes, I’ve broken this one into 2 parts and releasing both so make sure to check each of them out....

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.

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.

Chad Johansen a Partner & Director of Retirement Plan Sales at Plan Design Consultants and ¼ of the Retireholics

Chad Johansen a Partner & Director of Retirement Plan Sales at Plan Design Consultants and ¼ of the Retireholics

Andy Hudson is the Managing Partner at 401(k) Champions

Sheri Fitts joins the show to share her passion for connecting emotional intelligence and digital influence, what she calls Digital EQ.

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 financial planning both profitably and efficiently.

Fred Reish is a partner in Faegre Drinker’s Benefits & Executive Compensation practice group, the Investment Management group, and the Financial Services ERISA Team. Today he joins the show to discuss emerging regulatory trends affecting advisory firms and advisors, including the DOL's fiduciary advice exemption, PTE 2020-02, when advising on rollovers as well as it's guidance on cryptocurrencies and private equity.

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 Partners (SRP). They are two of the biggest social media stars and brand builders in the retirement industry, and in this episode, we cover a wide variety of topics, including social media strategies and execution.

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 Labor’s ERISA Advisory Council on the spend-down issues of corporate retirement plans. Jason joins the show today to discuss numerous interesting topics, including his transition from running and owning his family business to selling to OneDigital where he is currently the Senior Vice President of Retirement and Wealth.

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 Michael joins the show to discuss the interesting path that he followed to becoming a financial advisor, how he came up with the idea for Plan Notice and his unique approach to pricing for his service.

Learn the essential steps toward the equality this industry needs.