In this episode of Gray to Great, Kristine Meyer of Stiles Financial Services joins Dan Dal Degan to explore what adaptability looks like as workforce demographics continue to shift. She discusses the importance of understanding client needs, communicating effectively, and adjusting to generational differences. Kristine reflects on the realities of Gen Z entering the workforce and how advisors can align with evolving expectations and new plan demographics. She also shares her path into the field, how she builds client relationships, and why adaptability matters as plan demographics shift. Kristine's insights provide valuable takeaways for both plan advisors and participants looking to better understand their financial futures.
More About Kristine Meyer:
Kristine Meyer is a Retirement Plan Specialist at Stiles Financial Services, where she has delivered tailored guidance to employers and participants for more than six years. She began her career at a small trust company as a Trust Operations Specialist and later became Operations Supervisor as the firm expanded. Her work has focused on high-quality service and helping plan sponsors maintain compliant, well-designed plans that support both organizations and employees.
Kristine is known for building strong client relationships and her dedication to improving financial literacy through participant education. Beyond her client work, she serves as Chair of the Minneapolis Pension Council and leads a study group for industry professionals that encourages collaboration and shared learning across ERISA attorneys, actuaries, accountants, and advisors. Kristine has always called the Twin Cities home and enjoys spending time outdoors, exploring new recipes and restaurants, and spending quality time with her husband and daughter.
What is Gray to Great?
Rewrite your practice growth playbook.
Hosted by Dan dal Degan—known to many as Triple D—this bi-monthly podcast pulls back the curtain on what it takes to thrive as a corporate retirement plan advisor in an increasingly tech-centric business world.
As a former powerhouse sales leader at Salesforce and Oracle, now sitting on the board of Great Gray Trust’s holding company, Dan’s sales experience and curiosity provoke compelling conversations with top advisors.
Each episode of ‘Gray to Great’ focuses on the crucial parts of the business that often get overlooked: prospecting, referral business, challenger selling, client service, tech adoption, and cutting-edge marketing tactics.
This is where the playbook is rewritten, offering listeners sharp, actionable insights that go beyond investing to fuel lasting growth and success.
Tune in to learn the strategies that separate the leaders from the pack—because in sales, there are no gray areas.