The Fiduciary U™ Podcast

Ep #24: Building a Strong Culture in a Growing and Thriving Firm with Jania Stout


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Jania Stout is Managing Director and Co-Founder of Fiduciary Plan Advisors, which was recently acquired by One Digital. Jania is one of the most well-known advisors within the industry and a great ambassador for the retirement profession. On today’s episode, she joins the show to discuss her journey to becoming a hugely successful independent advisor, as well as her advice for building a thriving culture within your firm.

Listen in as Jania explains why she chose to leave a very successful career on the recordkeeping side of the business to become an advisor, how she has seen change in the role of advisors over the previous decade and her prediction that the advisor of the future will need to become an "engagement expert". You will learn about her passion for financial wellness and her motivation and process for finding a M&A partner. Lastly, she shares her mission to help American workers feel less stressed and be happier with their lives—a mission most of us can get behind!

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The Fiduciary U™ PodcastBy Josh Itzoe

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