Dan Dal Degan sits down with Greg Cantone, Managing Director of Retirement Solutions at Citizens Private Wealth, for a conversation that is as much about mindset as it is about the business. Greg spent twelve years doing stand-up comedy in New York City while building his career in financial services, and the overlap between those two worlds shapes everything about how he communicates, connects, and advises clients today.
Greg and Dan explore what it really means to read a room, why listening is the most underutilized skill in the advisory business, and how Greg's experience being part of one of the largest bank failures in US history taught him the most important lesson of his career: detach from the outcome and focus on what you put out.
This is an episode about the communication skills, mental resilience, and sense of purpose that define the best retirement plan advisors. Worth the listen for advisors at any stage of their career.
More About Greg Cantone:
Greg Cantone, CPFA®, CRPS®, AAMS®, CRPC®, is Managing Director of Retirement Solutions at Citizens Private Wealth, where he focuses on helping mid-sized businesses navigate the complexities of employer-sponsored retirement plans. With a career that began at Merrill Lynch and spans some of the most challenging chapters in recent financial history, Greg brings a perspective on client service, communication, and resilience that is difficult to replicate.
Before building his reputation in retirement plan advising, Greg spent twelve years doing stand-up comedy in New York City. That experience did not just make him a better presenter. It made him a better listener, a sharper communicator, and someone who understands instinctively how to make complex information land with any audience. Greg's approach to the business has always centered on one idea: the most effective way to help the most amount of people is through the retirement plan.
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.