The Fiduciary U™ Podcast

Sound advice for growing your business from scratch, getting referrals, and creating great relationships with your clients.

Show Notes

Ary Rosenbaum is an ERISA/retirement plan attorney for his firm, The Rosenbaum Law Firm P.C., where he helps plan sponsors reduce their plan cost, facilitate administration, and limit their fiduciary liability. Today Ary joins the show to discuss how M&A is impacting the industry in general (including TPA firms), what advisors should look for in TPA partners, and how to be a better partner yourself. He also shares sound advice for starting a firm on your own and how to get referrals.

Listen in as we talk about the importance of sticking with what you know as a service provider, as well as how accepting responsibility is one of the most important things service providers can do for their client relationships. You will learn why plan sponsors need to read their contracts when hiring service providers, why Ary decided to launch That 401(k) Conference, and more.

What is The Fiduciary U™ Podcast?

The Fiduciary U™ Podcast shares the latest information on corporate retirement plan trends, ideas, and best practices to assist decision-makers and others in this industry in being more effective at their jobs. The show features industry experts across multiple disciplines who share their unique perspectives and actionable insights about how to provide a great retirement plan for employees in a rapidly changing world.

Your host, Josh Itzoe, is the Founder & CEO of FiduciaryWorks and the author of The Fiduciary Formula and Fixing the 401(k). The goal of Fiduciary U™ is to build a community that helps all of us enhance our knowledge, sharpen our skills, and stay at the forefront of industry trends so we can do our jobs better and make a positive impact in the lives of real people whose financial futures depend on us.