Advertise on podcast: TAPO Talks

This week, we’re joined by David Kulchar, Managing Director of Retirement Plan Services with Oswald Financial. Kulchar is a pioneer in the retirement plan advisory space with a high level of ERISA expertise. As our June Top Advisor By Participant Outcomes (TAPO), he describes a recent plan sponsor case of which he’s particularly proud.

This week, we’re joined by Syed Nishat, a Partner at Wall Street Alliance Group, which has a strong presence in the physician and doctors office niche. COVID presented unique challenges for frontline workers, something he witnessed firsthand. Nishat, our May Top Advisor By Participant Outcomes, explains how he and his firm were able to help.

This week, we’re joined by Josh Itzoe, host of the popular Fiduciary U podcast and founder of Fiduciary Works, a company he recently launched whose core purpose is to help American workers retire with dignity. He also happens to be our Top Advisor By Participant Outcomes(TAPO) for the month of April.

Welcome to another edition of TAPO Talk, a discussion with top advisors about what sets them apart. This week, we speak with Brent Sheppard, a partner and financial advisor with Marlton, N.J.-based Cadence Financial Management. Sheppard is our March TAPO and he reveals what’s working with clients in the pandemic. He also describes a case from his past that really stands out, one that had incredible success with booting 401k plan participation rates.

“Broadly, we’re more productive and getting more done,” explains Steven Glasgow, Executive Vice President/Wealth Management with Tower Circle Partners of Janney Montgomery Scott in Franklin, Tenn. But (and there’s always a ‘but’) it comes at a price, one that was concerning for the industry before COVID hit. What is it and how is it effectively mitigated, and what’s working for Glasgow and his team in the brave new world moving forward? Importantly, what recent win for plan sponsors and participants is he the proudest of? Our February Top Advisor By Participant Outcomes (TAPO) clues us in on all of it, and more.

Brian Hartstein, Director of Corporate Development with Bayntree Wealth Advisors, literally grew up in the retirement plan space, starting in the family business in the seventh grade. His passion is palpable, and much of his success stems from his willingness to do what competitors won’t. He describes the lengths to which he and Bayntree will go to help plan sponsors and participants. We also discuss what he’s doing differently as a result of the pandemic that’s really working, what he and the firm do better than anyone else, and he provides a compelling anecdote about a successful outcome of which he’s particularly proud.