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:
- rebecca@401k-marketing.com
- (619) 230 – 5464
- 401(k) Marketing
- LinkedIn: Rebecca Hourihan
- LinkedIn: 401(k) Marketing
- Facebook: 401(k) Marketing
- YouTube: 401(k) Marketing
- Schedule a meeting with 401(k) Marketing
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!
Podcast: Play in new window | Download | Embed