The Fiduciary U™ Podcast

Welcome to episode #53 of the Fiduciary U™ Podcast. In this episode, Josh Itzoe sits down with Nate Moody , Partner at Lebel & Harriman , to discuss building a career in retirement plan advisory, creating authentic relationships, and navigating the evolving financial services landscape. Nate grew up in Gorham, Maine, in an entrepreneurial household where his father owned a collision repair bus...

Welcome to episode #52 of the Fiduciary U™ Podcast. In this episode, Josh Itzoe sits down with Grant Ellis from Ellis Retirement Services to discuss his with deep roots in the retirement plan industry. Grant shares his unconventional entry into the business—from competitive golfer to internal wholesaler to TPA firm work with his actuary father, ultimately launching his own advisory practice at 27....

Welcome to episode #51 of the Fiduciary U™ Podcast. My guest today is Rob Madore from Marshberry . In this episode, I interview Rob Madore, an expert in investment banking and management consulting. We discuss the role of MarshBerry, a management consulting and investment banking firm, in helping advisory firms grow and maximize their value. We also explore some of the current challenges and oppor...

Welcome to episode #50 of the Fiduciary U™ Podcast. My guest today is Patrick Bushlack from The Standard . In this conversation, we discuss Pooled Employer Plans (PEPs) and their growing impact on the retirement industry. We explore the different flavors of PEPs and the importance of advisor centricity in designing and implementing these plans. We also touch on the challenges faced by HR and benef...

On this episode, Rebecca Hourihan from 401(k) Marketing and I discuss the changes in marketing strategies over the past decade and the importance of differentiation in the industry. She emphasizes the visual identity of advisors' websites and the need to showcase their office and team to create familiarity and connection with potential clients. She also highlights the significance of brand guideli...

In this conversation, I interview Justin Tarantin, the CEO of Venrollment, a participant engagement platform for retirement plans. We discuss the challenges of in-person education, the birth of Venrollment, the impact of COVID-19, and the importance of branding and differentiation. We also explore how Venrollment enables advisors to target the small plan market and deliver value to plan sponsors....

Welcome to Part 2 of episode #47 of the Fiduciary UÔ Podcast.     My guest today is Bill Chetney, Jr. from Viking Cove Institute.  Bill’s dad Bill Chetney Sr. arguably created the first aggregator with National Retirement Partners (NRP), eventually selling it to LPL, and ultimately created GRPAA.  Now it’s Bill Jr.’s turn to lead the organization forward and today he shares his vision for what tha...

Welcome to Part 1 of episode #47 of the Fiduciary U™ Podcast.     My guest today is Bill Chetney, Jr. from Viking Cove Institute.  Bill’s dad Bill Chetney Sr. arguably created the first aggregator with National Retirement Partners (NRP), eventually selling it to LPL, and ultimately created GRPAA.  Now it’s Bill Jr.’s turn to lead the organization forward and today he shares his vision for what tha...

Welcome to Part 2 of episode #46 of the Fiduciary U™ Podcast.    My guest today is Liz Davidson from Financial Finesse and this is her second time on the show. On this episode, we discuss her new book, Money Strong: Your Guide to a Life Free of Financial Worries , her "START" framework which outlines a universal process that can be applied to anyone's financial life regardless of where they are, h...

Welcome to Part 1 of episode #46 of the Fiduciary U™ Podcast.    My guest today is Liz Davidson from Financial Finesse and this is her second time on the show. On this episode, we discuss her new book, Money Strong: Your Guide to a Life Free of Financial Worries , her "START" framework which outlines a universal process that can be applied to anyone's financial life regardless of where they are, h...

Welcome to Part 2 of episode #45 of the Fiduciary U™ Podcast.      My guest today is Bonnie Treichel from Endeavour Retirement.  I’ve been a fan of Bonnie’s for some time and she is seemingly everyone these days sharing her thought leadership as well as her practice management tools and resources for advisors.  She’s one of the voices in the retirement industry that I greatly admire, and listeners...

Welcome to Part 1 of episode #45 of the Fiduciary U™ Podcast.      My guest today is Bonnie Treichel from Endeavour Retirement.  I’ve been a fan of Bonnie’s for some time and she is seemingly everyone these days sharing her thought leadership as well as her practice management tools and resources for advisors.  She’s one of the voices in the retirement industry that I greatly admire, and listeners...

Welcome to Part 2 of episode #44 of the Fiduciary U™ Podcast.   My guest on this episode is John Faustino , who is the Head of FI360 . John has become a good friend and incredible mentor of mine as I have pivoted into the fintech world, and we had a great conversation where we covered a lot of ground. John has a 30+ year career in the fintech industry, first at Morningstar, then moving Fi360 as Ch...

Welcome to Part 1 of episode #44 of the Fiduciary U™ Podcast.  I’ve broken this one into 2 parts so make sure to check both of them out. You won’t want to miss either one. My guest on this episode is John Faustino , who is the Head of FI360 . John has become a good friend and incredible mentor of mine as I have pivoted into the fintech world, and we had a great conversation where we covered a lot...

Welcome to Part 2 of episode #43 of the Fiduciary U™ Podcast. My guest on this episode is Aaron Schumm, Founder & CEO of Vestwell.  This is Aaron’s second time on the podcast since first appearing in 2020 as my second guest on the show.  A lot has changed since then and Vestwell’s success has gone nuclear, making them a dominant force in the small plan recordkeeping market.   On this episode,...

Welcome to Part 1 of episode #43 of the Fiduciary U™ Podcast. It’s been a few months since I released a podcast – the end of the year was pretty crazy launching a lot of new features and functionality in my FiduciaryRx platform which required a lot of my focus and attention.  But now I’m back and have some really exciting guests scheduled over the new couple of months.  Like my more recent episode...

In Part 2 of episode #42 of the Fiduciary U™ Podcast , Michael Doshier of T. Rowe Price and I continue our discussion on large market consulting and product trends.

Welcome to episode #42 of the Fiduciary U™ Podcast .  Like last episode, I broke this one into 2 parts and I’m releasing both at the same time so make sure to check out both.  You won’t want to miss either one.     My guest on this episode is Michael Doshier, who is a Senior Defined Contribution Advisor Strategist for T. Rowe Price where he is primarily responsible for driving the increased visibi...

In Part 2 of episode #41 of the Fiduciary U™ Podcast , Chad Johansen of Plan Design Consultants and I continue our discussion on how advisors can win big in the small retirement plan market.

Welcome to episode #41 of the Fiduciary U™ Podcast . I am going to try something a little different with this episode. I recently co-hosted Retireholics and a few people were giving me a hard time about how long the episodes are, even though they love the content. I conducted a poll on LinkedIn and 52% of people said they prefer breaking each episode into 2 parts. Not a huge majority but since thi...

Welcome to episode #40 of the Fiduciary U Podcast.  My guest on this episode is Andy Hudson, the Managing Partner of 401k Champions and a well-known coach, consultant, and sales strategy expert to top 401k advisors, typically generating $1m+ in annual revenue.  He started his consulting practice over a decade ago after more than a decade in the retirement industry at companies like John Hancock an...

My guest on this episode is the one and only Sheri Fitts . When it comes to financial services sales and marketing, Sheri is a gifted speaker, consultant, and creator and I always enjoy learning from her. One of the things I love about Sheri is her ENERGY. Her passion for connecting emotional intelligence and digital influence, what she calls Digital EQ, really comes through in this episode.   We...

My guest today is Ben Pitts from TIFIN Wealth.  Ben has a background as an advisor and is a Partner at TIFIN which is a venture backed fintech company that has raised nearly $200m and offers advisors a portfolio of solutions including a natural language investment research platform called Magnifi, a digital marketing platform called Clout, a risk assessment platform and a lightweight financial pla...

On today’s episode the one and only Fred Reish joins me to discuss emerging regulatory trends affecting advisory firms and advisors. Fun fact - Fred is the first repeat guest on the show. During our conversation, we focus much of our discussion on the new fiduciary advice exemption, PTE 2020-02 which became effective on February 16, 2021. The new prohibited transaction rules cast a wide net, impac...

Today we have the pleasure of welcoming two very exciting guests to the show. Jeanne Sutton and Jake Rushton both work for Strategic Retirement Partners (SRP), with Jeanne’s title being the Managing Director and Jake’s the Managing Director & Director of Retirement Plans. They are two of the biggest social media stars and brand builders in the retirement industry, and in this episode, we cover...