The National Tax-deferred Savings Association (NTSA) has launched an exclusive series of podcasts by NTSA Elite Advisors, sharing insights on how they built, expanded and enhanced their practices.
NTSA Elite Advisors are the “best of the best” in the 403(b) market – 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 new NTSA Elite Advisor WOWcasts include:
Episode 1: NTSA President Kristine 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: 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, and advice for new advisors.
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, and their service philosophy.
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.
Episode 6: In Part I of this WOWcast, Randy Aranowitz interviews Jody Detillier, CEO of Detillier Financial Advisors and 2015 NTSA Elite Advisor. Detillier provides a look at his background and an overview of his business.
