The Wealth@Work Show

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

When it comes to work/life harmony, what is the difference between an “Integrator” and a “Segmenter”, and how can it help to identify which type you are, especially during today’s pandemic? How has the pandemic changed how everyone is using LinkedIn, and what type of content attracts the most attention? How can advisors gauge how engaging and successful their LinkedIn content is, and how should advisors successfully repurpose and leverage their posted content? Join Ross as he chats with Lisa Petronio, Managing Director at Strategic Retirement Partners. Lisa also shares what benefits she experienced by partnering with SRP, how she prioritizes to ensure her time is spent on her own highest and best use, and how she uses a rigorous morning routine to keep herself grounded and productive. 

Resources:

• Strategic Retirement Partners
• 20th Annual Transamerica Retirement Survey of Retirees
• Rocketbook
• Integrators vs Segmenters

What is “bling disease” and what does that mean advisors need to do by year end? How much energy, time and money should advisors invest into technology today, if they do not necessarily need it immediately tomorrow? What specific areas of technology are necessities to support growth? What do advisors do who want to be distanced from the day to day operations of running a business, and want to focus on meeting with clients? How does today’s technology environment compare to just a few years ago, how did the pandemic factor into that change, and what does it all mean for advisors right now? How do advisors manage using multiple technology vendors that serve different purposes? How can advisors improve the operational workflows inside their firms, and how do advisors decide what best practices to adopt? What is the number one struggle of advisors when it comes to technology? Join Ross for a jam-packed session with Kristen Schmidt, Founder, Tech Strategist & Consultant at RIA Oasis.

Resources:

• RIA Oasis

Back by popular demand! Part 2 of Ross’ conversation with Coach Joe Lukacs. Why is 2021 planning more important than planning for any other year? Why don’t most advisors have an annual written strategic plan, and how does Coach Joe suggest advisors get past that? What makes advisors who do write a strategic plan tend to abandon their plan by Q2? How do advisors structure a 5-year plan in an environment of disruption and change? What separates advisors who achieve their goals from advisors who do not? What is even more important than metrics for advisors when it comes to meeting a goal? What is an optimal morning routine for an advisor to set up every day for success? Having a written strategic plan is the secret to next level success!

Hear about Joe’s upcoming 4-day virtual strategic planning program (and as a special bonus, Advisor2X OUTCOMES podcast listeners receive a substantial discount!)

Resources:

• MULTI-DAY VIRTUAL & INTERACTIVE STRATEGIC PLANNING PROCESS: Register Here
• Code for your tribe. It reduces the fee from $895 to $495: "A2X"

Join Ross as he chats with 401(k) industry heavyweight Joe DeNoyior. What event happened with a client that led him to increase his firm’s focus on retirement income? What is Joe doing in his practice now to help participants understand how to think about the amount of periodic income they need after retirement? What challenges does Joe see when working with participants on retirement income, and how does he overcome those challenges? Hear what goes into Joe’s plan committee deliverable, the “plan report card” and how he overcomes plan sponsor objections to income-focused adoption. Hear Joe give an example of a conversation to have with a participant to help them understand the need to save and what they need to save for. How is this like Bob Ross’ Happy Little Trees? How does Joe maintain a healthy, balanced lifestyle to be able to give his best self to his clients and focus on growing his practice? What has changed for Joe during the pandemic?

Resources

• J.P. Morgan: Plan Sponsor Survey

Are there “upsides” to pandemic life? Yes! Join Ross as he chats with Rebecca Hourihan, veteran marketing expert (and eternal optimist!) What short term lessons has Rebecca learned from the pandemic, and what long-term changes has she made as a result of this weird life we are all currently sharing? What are the “two camps” of advisors Rebecca defines when it comes to marketing, and why does one camp have an advantage when it comes to growing their business? How do advisors know where to start with their marketing efforts? Get a quick overview of Google Analytics, a free tool you can put to work right away, and learn why the pandemic is creating an environment ripe for prospecting.

Resources:

• 401(k) Marketing Webpage: www.401k-marketing.com
• 401(k) Specialist Magazine: What's Your 401(k) Business Game Plan?

How many times have we all said “good riddance!” to 2020? Join Ross as he chats with Dennis Moseley-Williams, the self-proclaimed “most optimistic optimist.” How has Dennis managed to stay in that space throughout this challenging year? What is the “serious shift movement”? How can advisors change how employees think about their experience with their retirement plans? What is the one question Dennis says every advisor needs to ask themselves? How does a quote from The Big Lebowski relate to the importance of personal and professional development? Client Service and the Client Experience are two very different things. How can advisors provide an experience without compromising service or margins? Learn the five stages of the client experience and how to think about each stage from a client perspective. Join Ross and Dennis for a fast-paced, energetic, and thought-provoking conversation!

Resources: 

• Event:  Serious Shift Summit
• Book: Serious Shift 
• Certified Experience Economy Expert: Strategic Horizons
• Website:  MoseleyWilliams.com
• Interested in booking Dennis to speak? Contact Chris Dungworth at 612-747-6200 or via email at [email protected]

Working from home during a pandemic has been challenging. How can advisors find work and home life balance today? Jake Rushton is a great advisor to ask. He’s got a big family and a busy practice. How has he managed to successfully make it all work, and even call this summer “fun”? How has everyday client communication changed because of COVID, and what practical adjustments did Jake make to his practice to accommodate COVID? How does today’s unique environment provide for increased prospecting opportunities? How has Jake recently changed his perspective about new business development pipelines and sales presentations? Hear from Jake about what he has learned by building his own podcast. What is one thing Jake wishes he had access to when he entered the industry ten years ago that younger advisors have access to today? What is the single best decision Jake has made this year to make himself more productive? Join Ross and Jake for a fun discussion that spans topics from sales and marketing to practice management.

Resources:

• True North
• Jake’s 401(k) Club  
• American Century: 8th annual survey of retirement plan participants

The current pandemic means you are not currently face to face and shaking hands. Yet being in front of people is where most advisors shine. So what do you do when social cues like body language get lost in video delivery? How can you ensure that video communications do not step over a line and become an infomercial? (5:40) Learn more about Storybrand, a framework developed by bestselling author Donald Miller, which helps advisors create clear and simple messaging to instantly connect with clients and prospects. (8:55) How do you make sure you define your audience enough to create targeted messaging, yet still have a large enough prospect pipeline to grow your firm? (15:00) Listen to this episode and you’ll take away one cool idea Ross and Alan come up with to transform how visitors interact with your website!

Resources:

• GSM Marketing
• Committed to Outcomes
• Storybrand
• iJoin

She’s an author, keynote speaker, marketing guru, and a social media, visual design and media expert. Sheri Fitts is one of our industry’s most valued consultants when it comes to business building. What does Sheri predict will happen when the pandemic is over, and we are not all forced to solely communicate via technology? What is the one thing you should not spend your marketing budget on, now or ever again? Did the pandemic really do something “very lovely” for the financial services industry? The bar has now been set for video conversation-so how do we better the experience for our clients and raise that bar? And how will video change how advisors manage enrollment meetings going forward? Join Ross and Sheri for an informative (and fun!) conversation about next-gen ways to grow.

Resources:

• Sheri’s Blog
• Made to Stick book
• NeuroSelling Book
• Storybrand Book
• BlackRock Re-enrollment Article
• Adrian Salisbury
• Deconstructing Digital Book
• The Design Council Research