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With 360-degree knowledge of the retirement plan industry landscape and having coached multiple departments inside plan providers, Randy brings his expertise and valuable insights to your employees, demonstrating what it takes to build better, more successful, long-term relationships with advisors.
He works with your team to elevate communication skills both internally and externally.
Many retirement plan businesses struggle with diverse roles & personalities within their staff, questioning if they’re a cohesive unit. “Adaptive Behavior @ Work” involves a self-assessment revealing key behavioral traits for each of your company’s employees, teaching them how to adapt their communication more effectively for better workplace outcomes.
For many (k) firms, the financial advisor is a key decision-maker in selecting a company’s products and services. “Adaptive Selling to Financial Advisors” breaks down different buying styles, arming you with an extensive list of Do’s and Don’ts that could be the difference between winning and losing.
Most plan advisors seek more than product support; they want business advice and support as well. “Sharing Best Practices” reveals the many non-product areas they need help in, showing you how to become a trusted partner that advisors can rely on, ultimately leading to successful long-term relationships.
Randy brings his significant insights to your team, whether you’re gathering at an event, in a conference room or across the country.
Select from flexible speaking, training and consulting options. Randy delivers the same high-impact content through cutting-edge virtual platforms, ensuring your team stays ahead in today’s fast-paced digital world.