Por: Great Gray Trust Company

Rewrite your practice growth playbook.

Hosted by Dan dal Degan—known to many as Triple D—this bi-monthly podcast pulls back the curtain on what it takes to thrive as a corporate retirement plan advisor in an increasingly tech-centric business world.

As a former powerhouse sales leader at Salesforce and Oracle, now sitting on the board of Great Gray Trust’s holding company, Dan’s sales experience and curiosity provoke compelling conversations with top advisors.

Each episode of ‘Gray to Great’ focuses on the crucial parts of the business that often get overlooked: prospecting, referral business, challenger selling, client service, tech adoption, and cutting-edge marketing tactics.

This is where the playbook is rewritten, offering listeners sharp, actionable insights that go beyond investing to fuel lasting growth and success.

Tune in to learn the strategies that separate the leaders from the pack—because in sales, there are no gray areas.

13 episodios disponibles