Fiduciary U™ Podcast
The Fiduciary U™ Podcast shares the latest information on corporate retirement plan trends, ideas, and best practices to assist decision-makers and others in this industry in being more effective at their jobs. The show features industry experts across multiple disciplines who share their unique perspectives and actionable insights about how to provide a great retirement plan for employees in a rapidly changing world.
Your host, Josh Itzoe, is the Founder & CEO of FiduciaryWorks and the author of The Fiduciary Formula and Fixing the 401(k). The goal of Fiduciary U™ is to build a community that helps all of us enhance our knowledge, sharpen our skills, and stay at the forefront of industry trends so we can do our jobs better and make a positive impact in the lives of real people whose financial futures depend on
Spicy Takes from Small-Town Maine: Nate Moody on Redefining Success as a Retirement Plan Advisor
From Peanut Butter to 401k: Grant Ellis' People-First Approach to Building Relational Capital
Ep #51: Insights into the Constantly Evolving M&A Landscape with Rob Madore from Marshberry
Ep #50: PEP Talk - Exploring the Power of Pooled Employer Plans with Patrick Bushlack
Ep #49: Fueling Business Development with Strategic Marketing Investments with Rebecca Hourihan
Ep #48: Scaling Participant Education and Enrollment with Justin Tarantin from Venrollment
Ep #47: Empowering Independent Advisors to Compete with Giants with Bill Chetney, Jr.
Ep #46: Helping People Become "Money Strong" with Liz Davidson
Ep #45: Discussing the Latest Fiduciary Trends with Bonnie Treichel
Ep #44: How Fintech is Empowering Fiduciary-Focused Advisors with John Faustino
Ep #43: Building A Systematic Approach To Scaling Retirement Plans With Aaron Schumm
Ep #42: Analyzing Large Market Consulting and Product Trends with Michael Doshier
Ep #41: How Advisors Can Win Big in the Small Retirement Plan Market with Chad Johansen
Ep #40: Optimize Your Retirement Practice By Mastering The Three Pillars of Growth with Andy Hudson
Ep #39: Capturing Hearts and Minds Through Authenticity, Empathy and Storytelling With Sheri Fitts
Ep #38: Delivering Efficient Financial Planning to Retirement Plan Participants With Ben Pitts
Ep #37: Wrestling with Rollovers and Other Regulatory Trends With Fred Reish
Ep #36: Mastering Social Media Marketing with SRPs Jeanne Sutton and Jake Rushton
Ep #35: Cross Solving Problems for Clients Using Creativity With Jason Chepenik
Why Mentorship And Sponsorship Are So Important for Helping Women Get Ahead
Ep #33: The Importance of Giving Women a Seat at the Leadership Table with Leah Sylvester
Ep #32: Designing A Plan That Serves A Company’s Purpose And Their People with Troy Redstone
Announcing FiduciaryRx™
Ep #31: How to Navigate the Current Fiduciary Liability Insurance Market with Tom Schrandt
Ep #30: Driving Outcomes Through the "Power of One" with Marko Ungashick
Ep #29: Rethinking Retiree Spending Patterns and Preferences with Stuart Ritter
Ep# 28: Making the Complex Simple with Jim Sampson
The process of finding a financial wellness technology platform with Holly Knight
Ep #27: Helping Employees Change Their Money Story with Holly Knight
Ep #26 with Alex Assaley - Client Segmentation