TAPO Talks
6 episodes - English - Latest episode: about 3 years ago - ★★★★★ - 1 ratingTAPO TALKS is a fun and informative monthly podcast that highlights our Top Advisors By Participant Outcomes (TAPOs) and their tools, techniques and anecdotes of success in the retirement plan space. What got them noticed? What are they doing right? How can you apply it to your business for greater growth, productivity, and—most importantly—client impact? Tune in and find out.
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Episodes
David Kulchar
July 08, 2021 15:00 - 9 minutes - 6.33 MBThis week, we’re joined by David Kulchar, Managing Director of Retirement Plan Services with Oswald Financial. Kulchar is a pioneer in the retirement plan advisory space with a high level of ERISA expertise. As our June Top Advisor By Participant Outcomes (TAPO), he describes a recent plan sponsor case of which he’s particularly proud.
Syed Nishat
June 17, 2021 11:00 - 12 minutes - 8.52 MBThis week, we’re joined by Syed Nishat, a Partner at Wall Street Alliance Group, which has a strong presence in the physician and doctors office niche. COVID presented unique challenges for frontline workers, something he witnessed firsthand. Nishat, our May Top Advisor By Participant Outcomes, explains how he and his firm were able to help.
Josh Itzoe
May 11, 2021 14:00 - 16 minutes - 11.2 MBThis week, we’re joined by Josh Itzoe, host of the popular Fiduciary U podcast and founder of Fiduciary Works, a company he recently launched whose core purpose is to help American workers retire with dignity. He also happens to be our Top Advisor By Participant Outcomes(TAPO) for the month of April.
Brent Sheppard
March 24, 2021 18:00 - 10 minutes - 6.98 MBWelcome to another edition of TAPO Talk, a discussion with top advisors about what sets them apart. This week, we speak with Brent Sheppard, a partner and financial advisor with Marlton, N.J.-based Cadence Financial Management. Sheppard is our March TAPO and he reveals what’s working with clients in the pandemic. He also describes a case from his past that really stands out, one that had incredible success with booting 401k plan participation rates.
Steven Glasgow
March 24, 2021 18:00 - 7 minutes - 4.89 MB“Broadly, we’re more productive and getting more done,” explains Steven Glasgow, Executive Vice President/Wealth Management with Tower Circle Partners of Janney Montgomery Scott in Franklin, Tenn. But (and there’s always a ‘but’) it comes at a price, one that was concerning for the industry before COVID hit. What is it and how is it effectively mitigated, and what’s working for Glasgow and his team in the brave new world moving forward? Importantly, what recent win for plan sponsors and par...
Brian Hartstein
March 09, 2021 22:00 - 8 minutes - 6.08 MBBrian Hartstein, Director of Corporate Development with Bayntree Wealth Advisors, literally grew up in the retirement plan space, starting in the family business in the seventh grade. His passion is palpable, and much of his success stems from his willingness to do what competitors won’t. He describes the lengths to which he and Bayntree will go to help plan sponsors and participants. We also discuss what he’s doing differently as a result of the pandemic that’s really working, what he and...