NTSA WOWcasts Feature Insights and Expertise You Can Use

The NTSA offers 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.

 

Here is a look at the expertise that is available at your fingertips. Editor’s Note: Links to recorded segments of Series 1-10 are available here. Segments of subsequent series are hyperlinked in this post.

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.  

 

 

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.

 

 

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.

 

 

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.

 

 

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.

 

 

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.

 

 

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.

 

 

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.

 

 

In the 10th series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews Bruce Allen, CFP, president of Old Dominion Insurance and Investments. In Part I, Allen discusses his background and provides an overview of his business. In Part II, Allen discusses his business model and approach to serving clients. In Part III, Allen discusses what the NTSA means to him.

 

 

In the 11th series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews Richard Williams, President and CEO of Williams and Co., who is a 2015 NTSA Elite Advisor as well as a member of the current NTSA Leadership Council. In Part I, they discuss Williams’ background and business. In Part II, they discuss Williams’ business model, adviser recruiting and management. In Part III, they discuss volunteerism and what the NTSA means to Williams.

 

 

In the 12th series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2017 Elite Advisor Michael Cayen, a registered representative with M3 Investment Services and a registered retirement counselor. In Part I, Cayen discusses his background and he provides an overview of his business. In Part II, Cayen discusses business specifics. In Part III, Cayen discusses what the NTSA means to him.

 

 

In a special, two-part WOWcast series—Cyber Selling and Servicing—a panel of exceptional individuals share their expertise and insights on how best to harness technology to do just that.

 

Panelists include:

 

In Part I, NTSA Past President Randy Aranowitz discusses with a panel of exceptional individuals how best to harness technology to perform such functions. In Part II, they discuss how best to harness technology to conduct sales and serve clients.

 

 

The NTSA Richard Ford Volunteer Service Award is established in honor of the unique, lifelong volunteer efforts of Richard Ford, a lively and dedicated NTSA volunteer for its whole life; it honors and promotes NTSA members’ volunteer and service work. A special, three-part NTSA WOWcast series introduces the Richard Ford Volunteer Service Award and its inaugural winners.

 

In Part I, NTSA Past President Randy Aranowitz discusses the award with Kevin Twohy and NTSA Past Presidents Kris Coffey and Susan Diehl; together the four form the Richard Ford Volunteer Service Award Committee. In Part IB, Aranowitz interviews 2020 Richard Ford Volunteer Service Award winner Lisa Stubbs. In Part II, Aranowitz interviews 2020 Richard Ford Volunteer Service Award winner Donna Caloia. In Part III, Aranowitz interviews 2020 Richard Ford Volunteer Service Award winner David Blask.

 

 

In the 13th series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2015 Elite Advisor Kathy Cawley, President of the Voyager Group, Ltd. In Part I, Cawley discusses her background and she provides an overview of her business. In Part II, Cawley discusses her business model and more. In Part III, Cawley discusses generating income and what the NTSA means to her.

 

 

In the 14th series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2016 Elite Advisor and NTSA Past President Adam Pearce, CFP®, CRES CERTIFIED FINANCIAL PLANNER™, who is part of Lincoln Investment’s Phoenix AZ office. In Part I, Pearce provides an overview of his business and his client outreach efforts. In Part II, they discuss Pearce’s business model, handling client situations and use of technology. In Part III, they discuss community service and what the NTSA means to Pearce.

 

 

In the 15th series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2020 Elite Advisor David Wolfe, CRES, of Educators Financial Services Advisors.

 

In Part I, they discuss Wolfe’s business background. In Part II, they discuss Wolfe’s business model and marketing leads. In Part III, they discuss volunteerism and what the NTSA means to Wolfe.

 

 

In a special NTSA WOWcast, NTSA Past President and 2014 Elite Advisor Randy Aranowitz interviews Ed Forst, President and CEO of Lincoln Investment Planning. They discuss the NTSA Bob D. Schiller Award.

 

 

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!

 

Ideal for drive time, or anytime!