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26 minutes | Sep 15, 2021
Interview with Mike Webb: Content Driven Client Focus
On this episode of Outcomes, Ross talks with Mike Webb, Senior Financial Advisor with CapTrust, formerly with Cammack Retirement Group. They discuss Mike’s long, storied career that has landed him in a position as a thought leader and content driver in the advising field. Mike discusses choosing the importance of meeting participant needs and the process and challenges of choosing content that is right for your audience.Connect With Mike Webb onTwitterLinkedInLearn More About CapTrust:WebsiteLinkedInTwitterConnect With A2X Social:FacebookLinkedInInstagramTwitterLearn More About Advisor2X©Advisor2X. All Rights Reserved.
28 minutes | Sep 1, 2021
Interview with John Clark: New Methods of Retirement Planning
In this episode of Outcomes, Ross talks with John Clark, Retirement Plan Advisor with the Heffernan Group in the Bay Area. They discuss the new state run plans and mandates on the West Coast and what effect they will have on company and individual retirement planning. They also discuss moving forward as a business post-pandemic, and the growing “FIRE Movement” that focuses on younger generations saving for early retirement. Connect With John Clark:LinkedInLearn More About The Heffernan Group:WebsiteLinkedInTwitterConnect With A2X Social:FacebookLinkedInInstagramTwitterLearn More About Advisor2X©Advisor2X. All Rights Reserved.
43 minutes | Aug 18, 2021
Interview with Charlie Epstein: Catching Life's Curveballs
In this episode of OUTCOMES, Ross talks with Charlie Epstein, owner of The 401k Coach Program and principal of Epstein Financial Services, LLC.They discuss:-How to address the ‘curveballs’ life throws at you, make the best of every situation, and live your best life with the right outlook, support, and financial planning-Ross’s journey in the 401k and conference world, how the disruption of the last year affected his organization, and how that translates to the transformative nature of life.-How, as an advisor, to be present and connect with clients on a deeper level.Listen to Yield of DreamsConnect with Charlie Epstein:WebsiteEpstein FinancialLinkedInTwitterConnect With A2X Social:FacebookLinkedInInstagramTwitterLearn More About Advisor2X©Advisor2X. All Rights Reserved.
22 minutes | Aug 4, 2021
Interview with Erin Hall: Retirement Strategies
On this episode of OUTCOMES, Ross Marino hosts Erin Hall, Managing Director at Strategic Retirement Partners. They discuss the transition from in-person to digital client meetings and how Erin handles work/life balance. They also discuss the importance of cybersecurity as a fiduciary duty, the book Erin is currently working on that aims to help underserviced planned sponsors find the right advisor for their needs, and the Women in Retirement Conference.The opinions voiced in this show are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult with your attorney, accountant, and financial advisor or tax advisor prior to investing.Erin Hall is a registered representative with, and securities are offered through, LPL Financial, Member FINRA/SIPC. Investment advisory services are offered through Global Retirement Partners, an SEC Registered Investment Advisor. Global Retirement Partners and Strategic Retirement Partners (SRP) are separate entities from LPL Financial.Connect with Erin Hall:LinkedIn Learn more about Strategic Retirement Partners:Website LinkedInConnect With A2X Social:FacebookLinkedInInstagramTwitterLearn More About Advisor2X©Advisor2X. All Rights Reserved.
27 minutes | Jul 21, 2021
Interview with David Wood: Double Your Business by Doing Less
In this episode of OUTCOMES, Ross Marino talks with David Wood, High Performance Coach and Founder of Focus.ceo. David, once a consulting actuary with Fortune 100 companies, transitioned to coaching 20 years ago. Ross and David discuss the psychology of modern day distractions and how to succeed despite them, how to double your revenue while simultaneously increasing your free time, and the number one core skill of successful people.Visit https://www.myfocusgift.com for David’s FREE Double-Your-Revenue Gift Basket.Connect with David Wood and learn more about Focus.ceo:LinkedInTwitterFacebookYouTubeConnect With A2X Social:FacebookLinkedInInstagramTwitterLearn More About Advisor2X©Advisor2X. All Rights Reserved.
30 minutes | Jul 7, 2021
Interview with Kathleen Kelly: Benefits & Challenges of Partnering with a Larger Firm
In this episode of OUTCOMES, Ross Marino talks with Kathleen Kelly, Founding & Managing Partner at Compass Financial Partners, a Marsh & McLennon Agency LLC company. Kathleen discusses the challenges and benefits of selling her practice to partner with Marsh & McLennon, how she chose the right place for her team to go, and what she learned from the process.Learn more about Compass Financial Partners:WebsiteLinkedInTwitterConnect with Kathleen Kelly on LinkedInConnect With A2X Social:FacebookLinkedInInstagramTwitterLearn More About Advisor2X©Advisor2X. All Rights Reserved.
32 minutes | Jun 23, 2021
Interview with Fred Barstein - Transition & Innovation
In this episode of OUTCOMES, Ross Marino talks with Fred Barstein, CEO & Founder of TRAU and TPSU, and Consulting Editor for Investment News and RPA Convergence.In this episode:Retirement plan convergence & the transition from accumulation to decumulationDefined Contribution (DC) vs Defined Benefit (DB)--what is the plan balance and how will that process work?What skill sets do advisors need to facilitate that process?Making sacrifices for the sake of participants.“The Cautionary Tale of an Innovator”: Will innovative consolidators win?Financial wellness is a priority--but what does that really mean?Can new advisors compete with larger firms that have the means to be innovative?Can advisors survive if they don’t join an aggregator?Leveraging technology and outsourcing for success.What do cross-selling and convergence really mean?Do we need a new type of financial advisor who can market to the young and underserved--not just the wealthy--with technology and lower fees?Making the world more mindful.Connect With A2X Social:FacebookLinkedInInstagramTwitterLearn More About Advisor2X©Advisor2X. All Rights Reserved.
20 minutes | Jun 16, 2021
Interview with Kristi Baker: Blending Technology & Human Connection
In this episode of OUTCOMES, Ross Marino talks with CSi Advisory Services Managing Partner Kristi Baker.In this episode:-The early days of the 401(k) world.-What does CSi Advisory Services do for their clients?-Why is it important to really connect with your clients?-What advice would Kristi Baker give a new advisor entering the 401(k) world today?*-How is CSi combining sponsor focused and participant focused advising?-The importance of 401(k) advocacy.*-Technology based interaction vs the importance of the human element through a revenue lens.*-Working with employers to improve employee financial wellness.-Technology based interaction vs human interaction through a personal lens.*Connect with Kristi Baker on LinkedInLearn More About CSi Advisory ServicesConnect with CSi on LinkedInConnect With A2X Social:FacebookLinkedInInstagramTwitterLearn More About Advisor2X©Advisor2X. All Rights Reserved.
29 minutes | Jun 9, 2021
Interview with Mario Giganti: Personal Growth & Your Financial Future
In this episode of OUTCOMES, Ross Marino talks with Mario Giganti, Senior VP at CAPTRUST.In this episode:- How did Mario Giganti successfully change a standing fiduciary business model to better serve his clients.- What are the benefits of a personal CFO and what makes them “personal wealth ninjas”?- Should you focus more on wealth, 401(k)s, or both?- How does Mario Giganti focus on health and personal growth and why is it so important for your retirement and financial future?- What are the benefits of Time Segmented Returns?- How should retirees think about their “time horizon” and long-term investment?Learn more about CAPTRUST:LinkedInTwitterConnect with Mario Giganti on LinkedInConnect With A2X Social:FacebookLinkedInInstagramTwitterLearn More About Advisor2X©Advisor2X. All Rights Reserved.
37 minutes | Jun 2, 2021
Interview with Sam Mitchell: Health, Wealth and a Positive Impact
In this episode of OUTCOMES, Ross talks with Sam Mitchell, President and CEO of Sentinel Benefits and Financial Group. First, hear the inside scoop on what it’s like to be part of the Steering Committee building the 2021 agenda for Wealth@wor(k) 2021 in Nashville. Then hear Sam’s insights on his own practice and where the industry is headed. What has Sam learned from helping individuals with their short- and long-term needs, including both health benefits and retirement and wealth planning? What is Sam’s prediction regarding the direction fees in 401(k) plans are going? What is his take on 401(k) specialist advisors who do not believe they need to widen their practices to offer more holistic financial planning? How does Sam think advisors can help plan sponsors understand the positive impact they can have if they help with their employee’s financial planning needs? A jam-packed episode of forward-looking discussion and insights!Learn More About Sentinel Benefits & Financial Group--LinkedIn--TwitterConnect With A2X Social:-- Facebook-- LinkedIn-- Instagram-- TwitterLearn More About Advisor2X: https://www.advisor2x.com©Advisor2X. All Rights Reserved.
29 minutes | May 26, 2021
Interview with Todd Timmerman: Obstacles & Opportunities For Advisors Today
In this episode of OUTCOMES, Ross talks with Todd Timmerman, Managing Director of Retirement Plan Analytics. What do small and large plans share when it comes to advisors needing to ensure they do things right? How can advisors effectively deliver to a plan, regardless of size? What is the main obstacle advisors face regarding Pooled plans? With fees going down and advisor responsibilities going up, why should advisors want to be in the 401(k) plan business? Hear Todd’s take on financial wellness in our industry and what he sees as the most exciting opportunities in the industry today. Connect With A2X Social:-- Facebook-- LinkedIn-- Instagram-- TwitterLearn More About Advisor2X©Advisor2X. All Rights Reserved.
33 minutes | May 19, 2021
Interview with Deirdre Van Nest: How To Become A Crazy Good Speaker™
Deidre Van Nest is a well-known international keynote speaker on the art of presenting to any size audience. Her firm, Crazy Good Talks™, coaches advisors, leaders and sales teams. Whether you are a “talented but not trained” speaker, or someone who lacks confidence speaking in front of a group, this episode will provide you with practical strategies to help you improve. Where do you start when you need to write an outline for a presentation? What one question should you ask yourself before you start? What is the secret to a strong open? And what is the one magic word your audience needs to hear to immediately become engaged? Learn more about Crazy Good Talks™:PodcastLinkedInTwitterConnect with A2X Social:FacebookLinkedInInstagramTwitter©Advisor2X. All Rights Reserved.
29 minutes | May 12, 2021
Interview with Brad Swineheart: Keeping Client Connections Alive
In this episode of OUTCOMES, Ross talks with Brad Swineheart, Senior Vice President of Business Development at White Glove. Hear how a company that is built on live events not only survived but thrived over the last year. What three types of approaches to virtual client meetings did White Glove see advisors taking during 2020? Where does Brad see client meetings going in the future? Learn how White Glove provides advisors with both virtual and in-person client meeting support. Connect With Brad:LinkedInConnect With White Glove:LinkedInTwitterConnect With A2X Social: FacebookLinkedInInstagramTwitter Learn More About Advisor2X©Advisor2X. All Rights Reserved.
20 minutes | May 5, 2021
Interview with Brandon Cutler: Financial Wellness Solutions
Brandon Cutler is a mentor with Financial Elements, a financial wellness solution launched in 2018. Why does Financial Elements call the advisors who work with individuals in 401(k) plans “mentors”? What has surprised Brandon while working with plan participants? As someone on the ground working directly with employees, what does Brandon think the future of financial wellness will look like? Get some first-hand insight into what types of discussions he has with participants every day and how he manages difficult financial conversations to help you with your own participant conversations! Financial Elements on Twitter
32 minutes | Apr 28, 2021
Interview with Josh Itzoe
Join Ross as he talks to Josh Itzoe, Founder & CEO of FiduciaryWor(k)s, an "idea factory" focused on developing insights, research, technology, fiduciary consulting, and practice management coaching to assist retirement plan advisors in the areas of fiduciary responsibility and workplace retirement. Josh is also the author of two books - The Fiduciary Formula: 6 Essential Elements to Create the Perfect Corporate Retirement Plan and Fixing the 401(k): What Fiduciaries Must Know (And Do) To Help Employees Retire Successfully, as well as the host of the Fiduciary U™ Podcast. What is the most impactful thing Josh did as the Co-Founder of Greenspring Advisors to help drive significantly better outcomes in his plans? What four critical elements drive participant outcomes in plans? Learn more about FeeMetri(k)s™ a web-based tool to help retirement plan advisors analyze, compare, and negotiate retirement plan fees.The Fiduciary U PodcastBooks by Josh Itzoe:The Fiduciary FormulaFixing The 401(k)Connect with Josh on LinkedIn
30 minutes | Apr 21, 2021
Interview with Vince Morris
When OneDigital acquired Resources Investment Advisors in early 2020, it was the first of One Digital’s deals to bring retirement plan consulting and wealth together with healthcare benefits under the OneDigital brand. Join Ross as he talks with Vince Morris, President of OneDigital Retirement + Wealth. Vince discusses the firm’s name change, how to approach plan sponsors when offering personal financial planning, post-pandemic plans for remote working for the firm’s team, and whether “purist” 401(k) advisors will find it harder to compete in the future.Resources:OneDigital Retirement + Wealth
36 minutes | Apr 14, 2021
Interview with Brian Graff
Join Ross as he talks with Brian Graff, CEO of the American Retirement Association. We all have our stories about how we got into the retirement plan industry-hear Brian’s personal story. What is his perspective on ESG funds, are they a must-do for retirement plan advisors? Learn more about ESG(k), NAPA’s new certificate program. What might the Biden administration mean for the retirement plan industry, specifically surrounding the fiduciary rule? What potential changes regarding the tax code should be on our radar? What is the biggest potential legislative change that our industry may not be paying enough attention to, and why could it create opportunity for advisors? As Brian nears his 25th anniversary as CEO of the American Retirement Association, hear what he is most proud of looking back, as well as what he hopes for in the coming years.Resources: NAPA Summit 2021NAPA-Net
30 minutes | Apr 7, 2021
Interview with Berta Aldrich
Join Ross as he speaks with industry veteran Berta Aldrich. Berta is the author of the book Winning the Talent Shift: Three Steps to Unleashing the New High Performance Workplace. Berta’s inspiration for the book was to prepare her daughter to enter the corporate world, where she will likely encounter the tactics high performers experience all too often: bad bosses, targeting, and gaslighting. What were some of the surprising research Berta encountered as she wrote the book? What was most alarming? What does a high performer in the workplace look like? If these issues are so pervasive in our corporate culture, why do they still exist? What is the difference between a high achiever and a high performer? Practically speaking, how can we hire to increase diversity at our firms, while not violating the law during the hiring process? Why is addressing all of this important for the next generation? With years of experience working in many areas of our industry at the C-level, Berta’s understanding of corporate culture along with her practical experience and research brings real help to those looking to grow their firms through building high-performing teams.Resources:Winning the Talent Shift Book www.bertaaldrich.com
39 minutes | Mar 31, 2021
Interview with JD Carlson
JD Carlson is the owner of Plan Design Consultants, a TPA firm in California. TPAs provide us an interesting perspective on the industry and our clients. How does JD view the “ownership” of a 401(k) plan participant relationship? What does he see happening right now in the industry that he thinks advisors should be watching closely? Who “owns” the participant and the control of the plan sponsor relationship? How is data going to change the way our industry looks in the next 3-5 years? What should advisors be doing right now to prepare? Can specialist 401(k) plan advisors continue to survive? What opportunities does JD see for advisors to battle against fee compression and expand services and revenue? Join Ross for a deep conversation into where our industry is headed from an industry veteran who has seen it all!Resources: Plan Design ConsultantsRetireholi(k)sHeadspaceBook: Shaping ChangeBook: The Innovator's DNA
24 minutes | Mar 24, 2021
Interview with David Griffin
Even before the pandemic, David Griffin had a virtual practice born of his desire to provide flexibility to his employees and a desire to have an efficiently run practice. What benefits did he see initially, and what challenges did he face as his practice grew? How does he know that employees are truly productive working from home? Join Ross as he talks with David Griffin, Founder of Atlanta Retirement Partners, LLC. (now part of OneDigital). In addition to chatting about virtual practice management, David shares how different businesses have fared during the pandemic and how that has exacerbated the wealth gap, why he decided to partner with OneDigital, what advice he would give to advisors looking to partner up with a larger organization, and how to help employees manage change.
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