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Investing
Marketing

The RetireMinute

Updated 4 days ago

Business
Investing
Marketing
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This weekly, short-form podcast explores actionable ideas and innovative insights from the retirement plan industry's leading influencers and top advisors. Hosted by Jesse Taylor, a retirement plan sales and marketing insider specializing in helping advisors grow their business.

Read more

This weekly, short-form podcast explores actionable ideas and innovative insights from the retirement plan industry's leading influencers and top advisors. Hosted by Jesse Taylor, a retirement plan sales and marketing insider specializing in helping advisors grow their business.

Best weekly hand curated episodes for learning

Cover image of The RetireMinute

The RetireMinute

Latest release on Jan 14, 2021

Best weekly hand curated episodes for learning

The Best Episodes Ranked Using User Listens

Updated by OwlTail 4 days ago

Warning: This podcast has few episodes.

This means there isn't enough episodes to provide the most popular episodes. Here's the rankings of the current episodes anyway, we recommend you to revisit when there's more episodes!

Rank #1: #6 Managed Accounts in 401(k) with Mike McAleer from Russell

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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

29mins

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Rank #2: #6 Marketing and Communication Strategies with Apollo Lupescu from Dimensional

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Oct 13 2020

34mins

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Rank #3: #5 The Next Gen TDF with Matt Giovinazzo from flexPATH

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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

25mins

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Rank #4: #4 Why Financial Wellness is Broken with Jamie Hayes from WellCents

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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

31mins

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Rank #5: #3 Getting Personal with Kevin Murphy from Franklin Templeton

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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

23mins

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Rank #6: #2 Cash Balance Plans with Rob Vidin from The Standard

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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

18mins

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Rank #7: #1 - Adapting to a Post COVID World, with Steve Chappell, Securian Financial

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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

20mins

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