Building and measuring engaged relationships in markets, among employees and retirement plan participants. Retirement + Research + Financial Wellness
…
continue reading
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.
…
continue reading
1
Succession & Exit Planning: Finding Value for your Retirement
36:44
36:44
Na później
Na później
Listy
Polub
Polubione
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.
…
continue reading
1
Emergency Savings Plans: Are they good for workers and business?
37:05
37:05
Na później
Na później
Listy
Polub
Polubione
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.…
…
continue reading
1
Entrepreneurial Vision: It starts with your people
25:40
25:40
Na później
Na później
Listy
Polub
Polubione
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.
…
continue reading
1
Uncle Sam Wants Your Business To Offer A Retirement Plan
19:30
19:30
Na później
Na później
Listy
Polub
Polubione
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.Autor: Jeff Hutson
…
continue reading
1
Has Skink Thinking Infested Your Customer Experience Program
5:26
5:26
Na później
Na później
Listy
Polub
Polubione
5:26
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.Autor: Jeff Hutson
…
continue reading
1
Study Shows Financial Stress, Retirement Fears
4:41
4:41
Na później
Na później
Listy
Polub
Polubione
4:41
One in five Indiana public employees experience low financial well-being as they near retirement.Autor: Jeff Hutson
…
continue reading
1
Building A Case For Your Financial Wellness Program
6:22
6:22
Na później
Na później
Listy
Polub
Polubione
6:22
3 steps to building a case for an employee financial wellbeing program in your organizationAutor: Jeff Hutson
…
continue reading
1
Three Attributes Of Successful Research
4:29
4:29
Na później
Na później
Listy
Polub
Polubione
4:29
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.Autor: Jeff Hutson
…
continue reading
1
Participant expectations and the billion-dollar risk
6:14
6:14
Na później
Na później
Listy
Polub
Polubione
6:14
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.Autor: Jeff Hutson
…
continue reading
Marketing's Four PsAutor: Jeff Hutson
…
continue reading
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.Autor: Jeff Hutson
…
continue reading
1
Four Steps to Successful Communication Campaigns
6:55
6:55
Na później
Na później
Listy
Polub
Polubione
6:55
Four Steps to Successful Communication CampaignsAutor: Jeff Hutson
…
continue reading
Being Wrong is Awesome: Four Steps to Getting More Value From Your ResearchAutor: Jeff Hutson
…
continue reading
1
Gloves & Socks for Christmas: Why customers don't want what they need
5:45
5:45
Na później
Na później
Listy
Polub
Polubione
5:45
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?Autor: Jeff Hutson
…
continue reading
1
Focus Groups: Three Reasons You Need Them
6:47
6:47
Na później
Na później
Listy
Polub
Polubione
6:47
Has the pandemic killed focus groups? Far from it. Discover three reasons you may need one.Autor: Jeff Hutson
…
continue reading
1
Actionable Insights: Paradise beyond pie chart purgatory
7:24
7:24
Na później
Na później
Listy
Polub
Polubione
7:24
Find actionable insights in your market research data. Six steps to avoid pie chart purgatory.Autor: Jeff Hutson
…
continue reading
1
Five signs you give a rip about your retirement plan participants
5:10
5:10
Na później
Na później
Listy
Polub
Polubione
5:10
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.Autor: Jeff Hutson
…
continue reading
1
Transitions: Managing risk in an unsettled world
6:20
6:20
Na później
Na później
Listy
Polub
Polubione
6:20
Retirement plan transitions are risky things, managed in part by legal compliance. But, confused participants pose another critical risk. Are you ready?Autor: Jeff Hutson
…
continue reading
In this podcast, we explore customer satisfaction, hospital food, and the incredible power my childhood dog had over train whistles.Autor: Jeff Hutson
…
continue reading
1
Coffee Snobs & Self-Reference Criterion
8:45
8:45
Na później
Na później
Listy
Polub
Polubione
8:45
Self-Reference Criterion: The concept that can stifle your marketing, communication, and retirement education efforts.Autor: Jeff Hutson
…
continue reading
1
Engagement: Harnessing the power of choice
8:13
8:13
Na później
Na później
Listy
Polub
Polubione
8:13
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.Autor: Jeff Hutson
…
continue reading
1
A market advantage with ... Epistemology?
7:46
7:46
Na później
Na później
Listy
Polub
Polubione
7:46
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.Autor: Jeff Hutson
…
continue reading