No one goes to school to work in the workplace retirement business. We all “fell into it” somehow. Join Ross as he talks to Jeanne Fisher, Managing Director at Strategic Retirement Partners, who shares her unique and humorous path to our industry. After a few years of incredible success, what made Jeanne and her partner Brian decide that they needed to partner up with SRP? What did she learn from her experience changing firms? Looking ahead, Jeanne and Ross discuss the evolution of our industry toward holistic workplace wellness. What challenges and opportunities are arising from that shift? How does Jeanne make workplace wellness offerings efficient and scalable? If Jeanne had a magic wand, what would she change about our industry (and our society)?

Resources:

• Canva