Chepenik Financial Services is nearing its 50th anniversary. In this episode of OUTCOMES, Ross chats with Jason Chepenik, the well-known industry veteran advisor and creative genius behind the Taco-bout Retirement Food Truck, the 4.01k Race for Financial FitnessTM, and the loss of life of many, many crawfish. How did the practice grow from a one-man shop to one of the top firms in our industry? What are the “three Be’s” Jason focuses on to continue to grow his practice? What are the two “Fs” that he thinks are missing from the traditional 3-F advisory firm service model? What is Jason’s latest creative idea to engage employees? How is Chepenik Financial helping clients through these tough financial times during the current pandemic? What should the recent loss of our industry friend and colleague Dave Reish teach us? Join Ross as he chats with Jason and gain insight into the thinking of one of our industry’s leading advisors (and as a bonus, you’ll learn a versatile new Cajun phrase you can throw around to impress your friends!)

Resources: 

• Taco Truck
• Secure Retirement Institute 401(k) match research
• Ascensus Survey
• Jania Stout
• BlackRock
• How to speak Cajun