{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Gray to Great","title":"11. The 2 Secrets to Scale Efficiently as a Retirement Plan Advisor | Lloyd Engleman","html":"","width":"100%","height":180,"duration":1397,"description":"In this episode of \"Gray to Great,\" host Dan Dal Degan and guest Lloyd Engleman, a Managing Director of Alkeme Financial Services of Accelerate Retirement, discuss the intricacies of scaling efficiently as a retirement plan advisor. They explore strategies for success, the importance of building trust with clients, the power of the RPAG platform, and the evolving landscape of retirement planning. Lloyd shares personal stories of growth, mentorship, and the impact of effective communication in the industry. Engleman reflects on the profound impact of his work, emphasizing the life-changing potential of effective retirement planning.More About Lloyd Engleman: Lloyd Engleman has worked in the Financial Services sector for 18 years. As a Retirement Plan Specialist, Lloyd serves clients throughout the western United States and was awarded as Plan Adviser of the Year by Plan Sponsor Magazine. Based on nominations from industry peers and quantitative factors, including number of plans and dollar value of plan assets under advisement.Prior to joining Accelerate Retirement, Lloyd worked as a Registered Representative/401K plan consultant for Total Retirement Solutions. Additionally, he worked at Investor Solutions, Inc., also serving the western region. Prior to entering the Financial Services field in 2000, Lloyd worked in hardware technology resales, as the owner of Surcom Technology. Lloyd holds his Series 6, 63, and 65 licenses.InterestsLloyd is a board member of Moreno Valley Optimist Foundation and volunteers on their fund raisers. Lloyd is well-known for his love of golf. He also considers himself an RV enthusiast. Lloyd currently resides in Riverside with his family.Disclosures:Retirement Plan Advisory Group, LLC (“RPAG”) provides technology, solutions and services for a fee to its customers, who are primarily retirement plan advisors and associated institutions. The services include ratings of various third-party investment vehicles based on RPAG’s proprietary...","thumbnail_url":"https://img.transistorcdn.com/d11tL9YS7YTdJCNiX0hxLiUgeRszqDe6XetqSX9znJo/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS80NWM3/OWQwZmRkM2EwNTY1/Njk2OTYyZWFjYjAx/Y2ZkMi5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}