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.
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.
Here is a look at the expertise that is available at your fingertips.
In the first WOWcast, then-NTSA President Kris Coffey discusses the role the NTSA plays, as well as that of the new Elite Advisor Council. In the second, then-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.
SERIES 3: Josh Decker and Kent Schutte
In the 3rd Series of the NTSA WOWcasts, past NTSA President and inaugural NTSA Elite Advisor Randy Aranowitz speaks with EFS Financial Advisors President Kent Schutte and EFS Financial Advisors Senior Financial Advisor Josh Decker. In Part I, they discuss their practice and marketplace, how they approach and reach potential clients, their philosophies for working with advisors, In Part II, the discuss the agency career path for advisors, and hiring, training and motivational practices. In Part III, they discuss their service philosophy. In Part IV, they share what the NTSA means to them.
SERIES 4: Wat Keys
In the 4th Series of the NTSA WOWcasts, past NTSA President and inaugural NTSA Elite Advisor Randy Aranowitz speaks with Wat Keys, Vice President and financial advisor at CAPTRUST and one of the 2019 Elite Advisors. In Part I, they discuss Keys’ background and experience. In Part II, they discuss his unique business model. In Part III, they discuss the ways Keys serves his clients, with special attention to the virtual service model he employs. In Part IV, they discuss what inspires Keys and what the NTSA means to him.
SERIES 5: Robert Young
In the 5th Series of the NTSA WOWcasts, past NTSA President and inaugural NTSA Elite Advisor Randy Aranowitz speaks with 2016 NTSA President and 2019 Elite Advisor Robert Young, President of One2One Wealth Strategies. In Part I, they discuss building his business and his efforts to serve clients and enable them to maintain relationships with their providers. In Part II, they discuss using a fee-based model, succession planning, recruiting and training. In Part III, they discuss onboarding and sales processes. In Part IV, they discuss client experience and client success stories.
SERIES 6: Jody Detillier
In the 6th Series of the NTSA WOWcasts, Past NTSA President Randy Aranowitz interviews Jody Detillier, CEO of Detillier Financial Advisors and 2015 NTSA Elite Advisor. In Part I, Detillier provides a look at his background and an overview of his business. In Part II, they discuss Detillier’s business model, K-12 marketing, using video to promote a business and conducting virtual meetings. In Part III, they discuss what the NTSA means to Detillier.
SERIES 7: Scott Hayes
In the 7th Series of the NTSA WOWcasts, Past NTSA President Randy Aranowitz interviews Scott Hayes, President and CEO of ISC Group, who served as 2012 NTSA President and 2018 American Retirement Association President, and was a 2017 NTSA Elite Advisor. In Part I, Hayes provides a look at his background and an overview of his business. In Part II, Hayes provides an overview of his business model. In Part III, they discuss what the NTSA and the American Retirement Association mean to Hayes.
SERIES 8: Frank Owen
In the 8th Series of NTSA WOWcasts, Past NTSA President Randy Aranowitz interviews Frank Owen, President of F.R. Owen & Associates, who served as NTSA President in 2008 and 2009 and was a 2014 Elite Advisor. In Part I. Owen provides a look at his background and an overview of the business model he uses. In Part II, Owen provides an overview of the compensation business model he uses. In Part III, they discuss what the NTSA means to Owen.
SERIES 9: Jill Snyder
In the 9th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews Jill Snyder, who has served on the NTSA Board of Directors and was a 2014 Elite Advisor and 2010 recipient of the B. Schiller Meritorious Service Award. In Part I. Snyder provides an overview of her practice and involvement in the industry. In Part II, Snyder discusses her clients and her approach to serving them and her efforts to be a mentor. In Part III, Snyder discusses what the NTSA means to her.
Easy Access
WOWcasts can be heard through Soundcloud, which can be downloaded for free.
And you can listen to WOWcasts on your computer or through your mobile device!
And you can listen to WOWcasts on your computer or through your mobile device!
Ideal for drive time, or anytime!
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