Rank #1: #6 Managed Accounts in 401(k) with Mike McAleer from Russell
Technology has personalized everything from our home thermostats to our mattresses. Can technology help personalize the 401(k) experience for millions of Americans? Host Jesse Taylor and guest Mike McAleer from Russell Investment discuss All things Managed Accounts
Jan 14 2021
Rank #2: #6 Marketing and Communication Strategies with Apollo Lupescu from Dimensional
Oct 13 2020
Rank #3: #5 The Next Gen TDF with Matt Giovinazzo from flexPATH
Host Jesse Taylor and guest Matt Giovinazzo talk about the history of flexPATH Strategies, a unique Target Date Fund Solution, and how it has helped advisors differentiate themselves and win new business in the five years since the solutions launched.
Jun 05 2020
Rank #4: #4 Why Financial Wellness is Broken with Jamie Hayes from WellCents
In this episode, we talk with Jamie Hayes, one of the nation's leading retirement plan advisors and co-founder of WellCents, a new financial wellness program offered through RPAG. Jamie talks about how she has used worksite wellness programs to deepen relationships with clients and open doors to revenue generating opportunities.
Jun 02 2020
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Rank #5: #3 Getting Personal with Kevin Murphy from Franklin Templeton
Host Jesse Taylor and special guest, Kevin Murphy - who leads the DC Strategic Accounts team at Franklin Templeton - get personal... personalized savings vehicles, personalized managed accounts, and even how the Coronavirus has had a personal impact on Kevin and his family.
May 29 2020
Rank #6: #2 Cash Balance Plans with Rob Vidin from The Standard
Host Jesse Taylor and his guest, Rob Vidin from The Standard, discuss the big opportunity that retirement plan advisors have when it comes to Cash Balance Plans.
May 20 2020
Rank #7: #1 - Adapting to a Post COVID World, with Steve Chappell, Securian Financial
In this episode of The RetireMinute, host Jesse Taylor talks to Steve Chappell, Vice President of Sales from Securian Financial about the different ways that retirement plan advisors can adapt to the rapidly changing industry.
May 19 2020