Tag: Client Retention

How Advisors Can Win More, Retain More, and Work Smarter with Randy Fuss (Ep. 54)

How Advisors Can Win More, Retain More, and Work Smarter with Randy Fuss (Ep. 54)

Most retirement plan advisors spend their days working in their practice, reacting to client emails, putting out fires, and chasing deadlines. But what if you carved out just 2 hours a month to work on your practice instead?

In this high-energy episode, Randy Fuss of Fuss Success Builders joins Rebecca Hourihan to unpack the real meaning of practice management. From clarifying the “Big Three” (wins, retention, and efficiency) to using DISC personality profiles and AI tools like Crystal, Randy shares strategies that can transform your client conversations, team dynamics, and sales outcomes.

Whether you’re walking into a boardroom full of decision-makers or trying to earn trust across generations, this episode will help you speak your clients’ language, literally.

What to expect:

  • The 2-hour rule for practice growth
  • Why DISC and adaptive selling still work in 2025
  • How AI tools like Crystal can predict buying behavior
  • The power of sales personalization in multi-generational wealth transitions
  • And more!

Resources:

Connect With Rebecca Hourihan: 

Connect With Randy Fuss:

About Our Guest:

Randy Fuss is passionate about presenting, coaching, and consulting with the many professionals who work in the group retirement plan industry, who are seeking ways to take their performance to the next level! After a very productive and lengthy stint at Cuna Mutual Group, he is now excited to bring his skill set and experience in helping others through his own firm, Fuss Success Builders!.

As a Registered Corporate Coach™ and Certified DiSC® Trainer, Randy is most in his element in front of a group conducting trainings, workshops & webinars, sharing actionable ideas that lead to improvement. He’s been a frequent presenter at various industry meetings & conferences, and looks forward to bringing his practice management experience through coaching and speaking engagements to help individuals and companies like yours achieve greater success!

How to Elevate Your Prospecting and Client Retention with Eric Ryles (Ep. 40)

How to Elevate Your Prospecting and Client Retention with Eric Ryles (Ep. 40)

Did you know that approximately 10-12% of plan sponsors actively shop their plan every year?

Tune in to Rebecca Hourihan’s conversation with Eric Ryles, Vice President, of Customer Solutions at ALM Media, LLC (parent company of Judy Diamond Associates). They explore ways to improve prospecting and enhance client retention, as well as telltale signs a plan sponsor might be at risk of leaving.

Eric and Rebecca discuss:

  • How advisors can utilize the Form 5500 data to gain actionable insights
  • Crucial metrics that may signal a plan’s performance
  • The importance of benchmarking (and the role of Judy Diamond Associates 2023 Annual 401(k) Benchmark Report)
  • Eric’s guidance to advisors looking to differentiate from their competitors
  • And more

Resources:

Connect with Eric Ryles:

Connect with Rebecca Hourihan: