Join us as we interview leaders in the retirement space who thrive on the front lines of industry trends & regulations.
From plan design, fee disclosure, technology, & service standards - we are your Retirement Authorities.
Join me this week as I interview Sean Kelly, Vice President & Financial Advisor @ Heffernan Retirement Services in California.
We discuss Sean's unique approach to interacting with clients - especially in a time of COVID-19.
How does Sean use chickens & eggs to educate his clients? Listen now to find out.
Connect with Sean via the links below.
Sean LinkedIn - https://www.linkedin.com/in/seankellyfiduciary/
Heffernan Retirement Services LinkedIn - https://www.linkedin.com/company/heffernan-insurance-brokers/
Heffernan Retirement Services Web Page - https://www.heffgroupfs.com/
So at Heffernan, you know, we're so I mentioned, I joined the Air Force group, and we're, our have Heffernan financial services. We're a division of the Heffernan group. So we also have a large Insurance Brokerage arm. So there's been a lot of different experiences, you know, with COVID. We have 450 employees nationwide. And just, you know, too many clients to count. So, you know, we're trying to support and serve them, you know, in this kind of unprecedented time and being a full service financial advisory firm. You know, we have team members in Orange County, Northern California, Seattle, Oregon, Arizona, Missouri in New York. And so, you know, our type of client is is just different, right? We have manufacturing, we have nonprofits, we have retail, we have restaurants, just because we're, we're kind of, you know, we have a pretty big footprint now, but being in the retirement plan industry for, you know, 30 years, when you look at all the advisors in our group, we have, you know, a much larger combined number of years experience but at the Heffernan Financial Services Division specifically, we've been in this business for over 30 years so so we've seen a lot is the reason I bring that up, you know, we haven't seen COVID we haven't seen a health crisis pandemic like this, but we have seen ups and downs and, you know, I have talked to so many participants over the years that we, you know, kind of created a process at the beginning of this to deal with it. And we also leveraged global retirement partners. You know, that's our registered investment advisor. And it's only retirement plan advisors. So we get to leverage that brain trust of all these other men and women across the country who are dealing with the same thing. So, you know, what we've done really is become behavioral psychologists, more than financial advisors. And, you know, what I mean by that is, you know, we the calls we're getting, which is a lot from employees of our clients, you know, is really just how to handle this market volatility, not only in their 401k or their 403 B, or their nonqualified deferred comp plan or whatever we're helping them with but just in their lives in general, you know, maybe their hours were cut. Maybe they're not able to make a mortgage payment. Maybe their credit card just keeps going up and they can't get a handle on it. And all of those types of aspects of a person's financial life really tend to sort of bubbled to the surface in a crisis, like we're experiencing in a market decline, like, as we've seen.
#retirement #finance #401k #employeebenefits #wealthmanagement #fianancialadvisor
This week on The Retirement Authorities Podcast, we had the pleasure of chatting with Jared Olsen from Motivosity.
We discuss everything from the future of human resources, #recruiting, employee #culture, #communication, and love languages. If you are looking for a way to create rich employee #acknowledgment and community building system, take a look at Motivosity.
Jared Olsen LinkedIn - https://www.linkedin.com/in/jaredolsen/
Motivosity LinkedIn - https://www.linkedin.com/company/motivosity/
Motivosity Website - https://www.motivosity.com/
This week on the cast we have the pleasure of interviewing Jessica Wilson, VP Senior Retirement Strategist & DCIO at Franklin Templeton.
We discuss FinTek, the RISE Survey that FT conducted this year, and how Franklin Templeton is working hard to innovate in the financial/retirement space.
Learn more about Franklin Templeton Here.
So I think a great place to start just with any conversation is, um, tell me a little bit about yourself and Franklin Templeton and how you came to be there.
Sure. Thanks. Um, and first of all, thank you so much for having me on I'm really excited about the opportunity. Um, so I actually am a relatively new employee of Franklin Templeton. I, I joined the firm in, um, February of this year, so about that four months in, um, but. I am a DCIO for the Rocky Mountain area based in Denver.
And I'm covering the Rocky Mountain States, working with retirement plan advisors on, um, on their practice, how to work better with plan sponsors and their participants, um, and Franklin Templeton. I am sure a lot of people are familiar with the name. Very large global, um, an asset manager. We were actually in the middle of acquisition of Legg Mason, um, which will put us in the, uh, top six, I believe in terms of the size of asset managers globally.
So, um, so pretty exciting. And, uh, we're doing some really innovative. Stuff. We had a new CEO, Jenny Johnson was appointed earlier this year. She's super innovative. Um, so yeah, there's a lot of, uh, exciting change on the horizon, but I'm super excited to be part of the DCIO team at Franklin. Um, I most recently worked in FinTech for the last few years, which is how I ended up getting, uh, acquainted with the DCIO team at Franklin Templeton was working on some, uh, FinTech initiatives for, um, retirement in terms of retirement, wellness and income strategies.
And. Uh, rollover strategies. So, uh, through that, that introduced to the team and had a team spot open, uh, earlier this year. And it just kinda all sound together. So super excited to be on board. Yeah, definitely. And real quick for all those who are unaware, what FinTech is. Can you tell us a little bit more?
Yeah, I always, I always just throw that term out there, just assuming I ever speak the same language. Uh, but no, uh, so FinTech is short for financial technology and it's actually an extremely broad term, um, that can really span anything that impacts a person's financial life. Um, so I, I started working for a.
Robo advisor. Um, that's actually a hybrid platform for financial advisors called robust wealth. Um, and then since HAC initiatives that we're doing, uh, with the DC team at Franklin Templeton is more geared around, um, 401ks, and in plan participants. But I mean, gosh, it really spans the whole gamut of different parts of your financial life.
*listen for the full episode*
#mutualfunds #finance #retirement #advisors #DCIO #FranklinTempleton #strategy #priorities #fintek #technology #future #budgeting #financialplanning #advice #401k #benefitsproviders #innovation #people #employees #plansponsors #planadvisors
The tables have turned for this week's conversation where Erica Bonser, our podcast host, is put in the hot seat to discuss the importance of putting your people first & how that translates into employee benefits. Before Erica came to work with ABG as the Director of Marketing, she worked as a community & people developer at #lululemon & moved on to starting her own business where she expanded this work within small businesses in Colorado.
We talk branding, culture, feedback conversations, and mindset shifts. Don't miss out.
As mentioned in the discussion, the list of the recommended reading below.
1. Brene Brown - all her books, podcast, and TedX talks
2. Simon Sinek - Start with Why, Leaders Eat Last, Find Your Why
3. Marty Neumier - Zag, Brand Gap, designful thinking, Brand Flip
4. Donald Miller - Storybrand
5. Gino Wickman - Traction
#leadership #people #humanity #growth #growthmindset #finance #employeebenefits #brenebrown #lululemon #consulting #smallbusiness #401k #wealthmanagement #brand #simonsinek #startwithwhy #communication #feedback #story #hiring #retention #buildingblocks #designthinking #journey
Join us as we interview Philip Pelto, the owner of Firestorm, a professional networking organization that focuses on serving the business to business (B2B) market. We dive into how Philip got started, what makes Firestorm so successful, and the importance that finance plays when starting a business.
"MyFirestorm, founded in 2005, is a business to business networking organization. We organize weekly meetings and events that are designed to help high-quality professionals meet, build relationships, and share referrals. MyFirestorm groups and socials are typically composed of high-quality B2B salespeople, entrepreneurs, business owners, and others whose business can be influenced by networking, strategic connections, and referrals. Guests are always welcome at meetings and socials. The goal of MyFirestorm Business Networking is to increase business for its members! Join us for an event, have some fun, and see how we can help each other grow!"
#Businessnetworking #Strategicpartnerships #Referralgroups #Eventmanagement #BusinesstoBusiness #RelationshipBuilding #RelationshipSelling #Networking #finance #retirement #b2b #wealthmanagement #story #growth #strategy
Join us as we interview Scott Johnson of Decision Point Financial out of Arizona & Washington state. We discuss ways in which Scott & his firm have been showing up for individuals during the crisis, triathlons, & the future of work.
retirement | savings | wealth management | financial Advisor | Finance | employee benefits | plan sponsor | Plan participant | Triathlon | swim | bike | run | Type A | Personality | COVID-19
Join me as I interview Jake Rushton, founder of 401 JA(k)E & Vice President of TrueNorth Retirement Services in Salt Lake City, Utah.
We challenge the traditional method of marketing #grassroots in the financial & retirement industry and encourage our audience to pivot their strategies. The one thing that COVID-19 has shown us is that if your business solely relied on gaining business by chatting over a cup of coffee, then you aren't going to make it.
From digital marketing, brand identity, industry personality, and platforms - if you work in a service industry, this episode is for you.
Stay connected with Jake:
Join us as we interview Jeff Zobell, Principal at ABG Rocky Mountain, where we will be getting into a conversation around how to COVID proof your retirement plan. We will be discussing managed accounts, 3(16) services, and much much more. There's even a surprise around 9:35 - wonder what it is? Listen now.
To connect with Jeff Zobell click here.
To learn more about ABG Rocky Mountain click here.
Join us as we discuss COVID-19 and the effects it has on the people we work with.
Connect with Shawn via LinkedIn here to see what he is getting up to.
Do you have questions about today's discussion? Are there any other topics you'd like us to discuss? Email the host at email@example.com
Join me as I interview Jeff Zobell, one of the founders of ABG Rocky Mountain, as we discuss the effects of COVID-19 on plan sponsors and participants. Jeff gives us his major takeaways and challenges you to think about your retirement plans in this environment in a very different way.
To learn more about Jeff, follow him here: https://www.linkedin.com/in/jeff-zobell-664bb018/
To learn more about what ABG Rocky Mountain is doing during these times, stay connected here: https://www.linkedin.com/company/alliance-benefit-group---rocky-mountain
Join me as I interview Chris Mautz, CEO of ABGRM, about the Paycheck Protection Program that was put out by the SBA under the CARES Act.
We will be diving deep and getting clear about who is eligible, what it does, and how you can start the process.
Read the full article on LinkedIn @alliancebenefitgrouprockymountain and access the application HERE.
Join me as I interview Shawn Orem, President of ABG Rocky Mountain, on COVID-19 and how ABGRM can help through this uncertain time.
We will be discussing how advisors can support their clients while getting pushback, disproving myths, and talking all things support.
Stay tuned for part 2 of this discussion coming soon!