Welcome to Part 1 of episode #43 of the Fiduciary U™ Podcast. It’s been a few months since I released a podcast – the end of the year was pretty crazy launching a lot of new features and functionality in my FiduciaryRx platform which required a lot of my focus and attention. But now I’m back and have some really exciting guests scheduled over the new couple of months. Like my more recent episodes, I’ve broken this one into 2 parts and releasing both so make sure to check each of them out. You won’t want to miss either one.
My guest on this episode is Aaron Schumm, Founder & CEO of Vestwell. This is Aaron’s second time on the podcast since first appearing in 2020 as my second guest on the show. A lot has changed since then and Vestwell’s success has gone nuclear, making them a dominant force in the small plan recordkeeping market.
On this episode, we discuss topics that range from developing systems and workflows that scale, service models that succeed, how Vestwell is empowering the next generation of retirement savers by making advisors and TPA more efficient, crypto, and more. And so with that introduction I hope you enjoy this episode with Aaron Schumm. Make sure to listen to Parts 1 & 2 with your favorite podcast app!
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, creator of Perseptiv and FeeMetri(k)s, as well as 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.