Building and measuring engaged relationships in markets, among employees and retirement plan participants. Retirement + Research + Financial Wellness
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Dementia’s Financial Warning Signs
23:26
23:26
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23:26
Columbia University researchers found that nearly one in 10 older Americans has dementia, including 35% of those in their 90s. As a leader or advisor, you likely have aging family members, friends, employees, clients, or colleagues who face similar challenges.
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Succession & Exit Planning: Finding Value for your Retirement
36:44
36:44
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36:44
Is your future retirement based on the business you've built? Our guest, Chris Cimaglio, helps business owners understand how focusing on building value in their business can reward them and their teams when it comes time to exit.
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Emergency Savings Plans: Are they good for workers and business?
37:05
37:05
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37:05
I’m joined by my friend Sid Pailla, CEO of the Sunny Day Fund, an organization that helps employers set up workplace emergency savings programs for their employees. He’ll tell us about his journey and just how important emergency savings programs can be to worker well-being and perhaps even a business's bottom line.…
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Entrepreneurial Vision: It starts with your people
25:40
25:40
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25:40
Discover the transforming power the right people and a compelling vision can bring to your business. Our guest is entrepreneur Matt Green, owner and CEO of Blue Duck Lawn Care.
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Uncle Sam Wants Your Business To Offer A Retirement Plan
19:30
19:30
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19:30
Uncle Sam wants your business to offer a retirement plan. Take 20 minutes to learn about the crucial tax credits offered with SECURE 2.0. We visit with Nick Xinopoulos of Trinity Pension Consultants to learn more.Jeff Hutson által
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If statistical insights are not driving your customer satisfaction efforts, you may be sunning yourself on a warm rock. Watch out for that cat, or Aunt Em’s broom.Jeff Hutson által
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One in five Indiana public employees experience low financial well-being as they near retirement.Jeff Hutson által
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3 steps to building a case for an employee financial wellbeing program in your organizationJeff Hutson által
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Being certain your research is successful requires a two-part commitment. First, your research consultant must provide you with actionable insights. Then you must commit to using those insights in your daily decision-making.Jeff Hutson által
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It’s a billion-dollar risk, and it may soon be headed to your defined contribution plan. Getting participants involved in regular plan performance reviews can mitigate your litigation risk.Jeff Hutson által
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Marketing's Four PsJeff Hutson által
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Campaigns that don’t evolve beyond awareness are not likely to succeed. And, if you don’t measure the ongoing transformation of your target audience, your campaign will become increasingly irrelevant.Jeff Hutson által
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Four Steps to Successful Communication CampaignsJeff Hutson által
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Being Wrong is Awesome: Four Steps to Getting More Value From Your ResearchJeff Hutson által
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Do the people you serve really want what they need? If you provide a product or service you know they need, will they buy it? And, by the way, did you get gloves and socks for Christmas?Jeff Hutson által
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Has the pandemic killed focus groups? Far from it. Discover three reasons you may need one.Jeff Hutson által
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Find actionable insights in your market research data. Six steps to avoid pie chart purgatory.Jeff Hutson által
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Are you a retirement plan administrator that is beginning to see faces and hear voices? Those could be strong signs that you actually give a rip about your plan participants.Jeff Hutson által
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Retirement plan transitions are risky things, managed in part by legal compliance. But, confused participants pose another critical risk. Are you ready?Jeff Hutson által
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In this podcast, we explore customer satisfaction, hospital food, and the incredible power my childhood dog had over train whistles.Jeff Hutson által
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Self-Reference Criterion: The concept that can stifle your marketing, communication, and retirement education efforts.Jeff Hutson által
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Engagement is a choice. And it may be one of the most critical factors in your success. Learn the five components you can measure and influence to help your plan participants and employees choose to engage in a better future.Jeff Hutson által
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If you’re a small organization battling big, well-funded competitors I have some great news for you. You have a competitive edge, and it is called epistemology.Jeff Hutson által
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