The Wealth@Work Show

Jeff Acheson and Ross Marino discuss how employers can retain mission critical employees by offering non-qualified deferred comp options.

Jamie Greenleaf and Jed Cohen join Ross Marino discussing the role of the fiduciary in the changing healthcare benefits industry.

Deidre Van Nest is a well-known international keynote speaker on the art of presenting to any size audience. Her firm, Crazy Good TalksTM, coaches advisors, leaders and sales teams. Whether you are a “talented but not trained” speaker, or someone who lacks confidence speaking in front of a group, this episode will provide you with practical strategies to help you improve.
Where do you start when you need to write an outline for a presentation? What one question should you ask yourself before you start? What is the secret to a strong open? And what is the one magic word your audience needs to hear to immediately become engaged?
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Hear from one of our industry’s most respected veterans about how his firm has built a worksite financial management business model designed to embrace today’s convergence of healthcare, retirement savings, and wealth management. What one shocking word did a long-time, happy, personally close client say that changed everything? What one thing must you do if you want to add wealth management to your 401(k) practice? What has the pandemic exposed about American household money? How do you deliver wealth management to the average employee who does not require a full blown, complex financial plan? Is it possible for holistic participant wellness to be delivered via---an app? Join Ross for a conversation with Brad Arends, Co-Founder and CEO of intellicents. If you have a 401(k) firm and you’re thinking about how to manage participant decumulation, this podcast is a must-listen!
www.intellicents.com

Kelly Majdan joins Ross Marino sharing tips on asking good questions to balance the cognitive and behavioral facets of our understanding.