The Fiduciary U™ Podcast

The Fiduciary U™ Podcast

Por: Josh Itzoe
The Fiduciary U™ Podcast shares the latest information on corporate retirement plan trends, ideas, and best practices to assist decision-makers and others in this industry in being more effective at their jobs. The show features industry experts across multiple disciplines who share their unique perspectives and actionable insights about how to provide a great retirement plan for employees in a rapidly changing world.

Your host, Josh Itzoe, is the Founder & CEO of FiduciaryWorks and the author of The Fiduciary Formula and Fixing the 401(k). The goal of Fiduciary U™ is to build a community that helps all of us enhance our knowledge, sharpen our skills, and stay at the forefront of industry trends so we can do our jobs better and make a positive impact in the lives of real people whose financial futures depend on us.
58 episodios disponibles

Latest episodes of the podcast The Fiduciary U™ Podcast

Ep #51: Insights into the Constantly Evolving M&A Landscape with Rob Madore from Marshberry 08/07/2024
Ep #50: PEP Talk - Exploring the Power of Pooled Employer Plans with Patrick Bushlack from The Standard 30/05/2024
Ep #49: Fueling Business Development with Strategic Marketing Investments: A Discussion with Rebecca Hourihan from 401(k) Marketing 28/03/2024
Ep #48: Scaling Participant Education and Enrollment with Justin Tarantin from Venrollment 07/12/2023
Ep #47: Empowering Independent Advisors to Drive Scale and Compete with Giants with Bill Chetney, Jr., Part 2 27/06/2023
Ep #47: Empowering Independent Advisors to Drive Scale and Compete with Giants with Bill Chetney, Jr., Part 1 27/06/2023
Ep #46, Part 2: Helping People Become "Money Strong" with Liz Davidson 17/04/2023
Ep #46, Part 1: Helping People Become "Money Strong" with Liz Davidson 17/04/2023
Ep #45, Part 2: Discussing the Latest Fiduciary Trends with Bonnie Treichel 03/04/2023
Ep #45, Part 1: Discussing the Latest Fiduciary Trends with Bonnie Treichel 03/04/2023
Ep #44, Part 2: How Fintech is Empowering Fiduciary-Focused Advisors with John Faustino 20/03/2023
Ep #44, Part 1: How Fintech is Empowering Fiduciary-Focused Advisors with John Faustino 20/03/2023
Ep #43, Part 2: Building A Systematic Approach To Scaling Retirement Plans With Aaron Schumm 20/02/2023
Ep #43, Part 1: Building A Systematic Approach To Scaling Retirement Plans With Aaron Schumm 20/02/2023
Ep #42, Part 2: Analyzing Large Market Consulting and Product Trends with Michael Doshier 07/11/2022
Ep #42, Part 1: Analyzing Large Market Consulting and Product Trends with Michael Doshier 07/11/2022
Ep #41, Part 2: How Advisors Can Win Big in the Small Retirement Plan Market with Chad Johansen 10/10/2022
Ep #41, Part 1: How Advisors Can Win Big in the Small Retirement Plan Market with Chad Johansen 10/10/2022
Ep #40: Optimizing Your Retirement Practice By Mastering The Three Pillars of Growth with Andy Hudson 26/09/2022
Ep #39: Capturing Hearts and Minds Through Authenticity, Empathy and Storytelling With Sheri Fitts 12/09/2022
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