Unleashed

Eric Dyson: Seven Keys to Transformative Leadership


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Eric Dyson brings a truly one-of-a-kind leadership perspective. He is a graduate of the U.S. Naval Academy, a former nuclear-trained submarine officer, an ERISA (Employee Retirement Income Security Act) expert witness in numerous class action litigations, and now he offers unmatched insight into fiduciary processes and plan governance. With experience at Fidelity and as an ERISA Plan Advisor, his mission is to equip plan sponsors and advisors with actionable knowledge to strengthen their fiduciary responsibilities and navigate the complexities of the retirement plan landscape.


In this episode, Wendi and Eric discuss:

  • ERISA's role in governing retirement plans and the importance of compliance
  • Eric's "Swiss army knife" metaphor and unlicensed thought leadership freedom
  • Purpose-driven, servant leadership approach grounded in faith
  • Characteristics of great leaders and inspiring ethical followership
  • Developing a personal leadership philosophy as a guiding compass


Key Takeaways:

  • Purpose-driven servant leadership emerges as a cornerstone of effective leadership, emphasizing faith, finding good in people, and making a meaningful impact on others.
  • A guiding philosophy of leadership serves as a personal compass, aligning purpose with actions and ensuring ethical and inspired followership.
  • Success in leadership hinges on defining clear objectives, recruiting the right talent, providing essential tools, and setting uncompromising standards of excellence.
  • Recognizing and valuing contributors through intentional encouragement fosters a culture of appreciation, reinforcing team motivation and cohesion.
  • A leadership legacy is shaped by wholehearted dedication, love for faith-driven principles, and the intentional sharing of knowledge with future generations.


“Develop your own leadership philosophy, and there are seven key elements to it. First, define and continuously refine your purpose. Second, find the right people. Third, train them well. Fourth, give them the tools they need to do their job. Fifth, pat them on the back often enough. Sixth, set a standard for excellence. And seventh—while it's a little nebulous, it ties everything together—be an inspiration and an encourager." - Eric Dyson


Watch this episode on Youtube: https://youtu.be/I9Wsr5h6yyg


Connect with Eric Dyson:

Website: https://90northllc.com/ 

LinkedIn: https://www.linkedin.com/in/401kguy/ 

Email: [email protected] 



Connect with Wendi Swanson:

Website: etymongroup.com

LinkedIn: www.linkedin.com/in/wendiswanson

Facebook: https://www.facebook.com/profile.php?id=61557265653368 

Email: [email protected]



Show notes by Podcastologist: Angelo Paul Tagama


Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

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UnleashedBy Wendi Swanson