Wowcast

Welcome to Wowcast 2.0, presented by Randy Aranowitz, an esteemed former president of the NTSA. Aranowitz brings a wealth of experience to the table, not only from his tenure at the helm of NTSA but also from his distinguished career at Kades-Margolis, where he recently retired as Executive Vice President after more than three decades of service. Despite stepping down from his executive role, he remains an active contributor to the financial advisory landscape, boasting over 33 years of experience in the field.

In this enhanced iteration of Wowcast, Aranowitz extends an invitation to delve into a series of enlightening discussions with members from both NTSA and ARA, offering an insider's perspective on the intricacies of practice management, the secrets behind the success of some of the most accomplished professionals in the field, and a deep dive into topics such as retirement planning, advisory services, and strategic planning. The series promises to show how leaders have navigated the challenges of building agencies and firms, recruiting and retaining talent, and more.

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Latest Episode

Tony Schutte, CFP®, CRES

Episode 4: In this episode of the Wowcast, host Randy Aranowitz interviews Tony Schutte, CFP®, CRES, a financial advisor and certified financial planner with EFS Advisors in Minnesota. Schutte discusses his personal and professional background, including how his parents' careers influenced his decision to become a financial advisor, specifically for teachers. He details his educational journey, including his early graduation from St. Olaf College due to his advanced placement classes. The conversation covers EFS Advisors' use of an auto-enrollment program for 403(b) and 457 plans, the mechanics of it, and the challenges faced in different states due to legal restrictions.

 

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Previous Episodes

Shannon Suarez

Episode 3: Randy Aranowitz talks with Shannon Suarez, Managing Partner at Reliant Financial Services, about her progression from working with insurance broker-dealers to serving educators in the 403(b) marketplace and how the financial landscape's changes have shaped her approach to service offerings.

 

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Mark Malcein, CFP®, AIF

Episode 2: Randy Aranowitz talks with Mark Malcein, CFP®, AIF, a financial advisor at Kades-Margolis Corporation, about effective strategies for growing your practice from a one-person operation into a thriving, client-focused team.

 

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Nathan Glassey, CRES®, TGPC, QKA®

Episode 1: Nathan Glassey, CRES®, TGPC, QKA®, Executive Director for NTSA, describes his journey to NTSA, legislative influence, and what members can expect from the 35th Annual NTSA Summit in San Diego.

 

 

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Stream all episodes from Wowcast 1.0:

Listeners are encouraged to explore the rich repository of knowledge contained in the approximately 50 episodes of Wowcast 1.0, all accessible below, providing a foundation of insights and expertise.