I Was Into Fiduciary Duty Before It Was Cool — With Jennifer Berman

03/09/2025 45 min Episodio 11
I Was Into Fiduciary Duty Before It Was Cool — With Jennifer Berman

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Episode Synopsis

In this episode, we dive into the exciting (you read that right!) world of compliance, with Jennifer Spiegel Berman, compliance maven and chief legal officer at Lumelight. One of Jen’s superpowers is her ability to make complex and complicated topics compelling, urgent and understandable. During our conversation, she shares some of her secrets and explains why this skillset is going to become increasingly vital for benefits advisors in the coming years, as compliance becomes an ever more important differentiator during conversations with employers.