Expert insights and the experience of the best of the best are available in a new format. The NTSA is offering an exclusive series of podcasts — the NTSA Elite Advisor WOWcasts — recorded by NTSA Elite Advisors, sharing insights on ways to build, expand and enhance your practice.
NTSA Elite Advisors are the “best of the best” — excelling in advocacy, practice management and leadership. Their experience and unique insights provide a unique perspective that can, and have, helped best practice standards in the 403(b) and/or 457(b) retirement industry.
The podcasts available include:
Episode 1: NTSA President Kris Coffey discusses commitment as the core of NTSA activities, as well as the motivation behind the establishment of the Elite Advisor Council (EAC) and the roles that the NTSA and the new EAC play.
Episode 2: NTSA President Kris Coffey speaks with inaugural NTSA Elite Advisor Randy Aranowitz on how he got his start in the financial services industry, the worst advice he ever got, advice for new advisors, and how NTSA can help.
Episode 3: Randy Aranowitz speaks with EFS Financial Advisors President Kent Schutte and EFS Financial Advisors Senior Financial Advisor Josh Decker about their practice and marketplace, how they approach and reach potential clients, their philosophies for working with advisors, the agency career path for advisors, hiring and training practices, encouraging strong performance by advisors, their service philosophy and how the NTSA has helped them.
Episode 4: Randy Aranowitz speaks with Wat Keys, Vice President and financial advisor at CAPTRUST, about what inspires Keys, the virtual service model he employs, his volunteer activity and what the NSTA means to his business.
Episode 5: In Part I of this WOWcast, Randy Aranowitz speaks with 2016 NTSA President and 2019 Elite Advisor Robert Young, President of One2One Wealth Strategies, about Young’s effort to build his business, serve clients and enable them to maintain relationships with their providers. In Part II, Aranowitz and Young discuss using a fee-based model, succession planning, recruiting and training, onboarding and sales processes, and share client success stories.
- Log in to post comments