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.

The Fiduciary U™ Podcast is a business podcast hosted by Josh Itzoe, with 60 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Josh Itzoe hosts The Fiduciary U™ Podcast, a business show with 60 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Episode #53

  Spicy Takes from Small-Town Maine: Nate Moody on Redefining Success as a Retirement Plan Advisor

  Nov 18, 20251h 12mS0

  <p>Welcome to episode #53 of the Fiduciary U™ Podcast.</p><p>In this episode, Josh Itzoe sits down with Nate Moody, Partner at Lebel & Harriman, to discuss building a career in retirement plan advisory, creating authentic relationships, and navigating the evolving financial services landscape.</p><p>Nate grew up in Gorham, Maine, in an entrepreneurial household where his father owned a collision repair business. After graduating from Bowdoin College, Nate turned down opportunities in Boston and New York to stay in Maine, betting on the long game of building deep local relationships. He started as an analyst at LeBell & Harriman in...

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  Episode #52

  From Peanut Butter to 401k: Grant Ellis' People-First Approach to Building Relational Capital

  Nov 5, 20251h 14mS0

  <p>Welcome to episode #52 of the Fiduciary U™ Podcast. </p><p>In this episode, Josh Itzoe sits down with Grant Ellis from Ellis Retirement Services to discuss his with deep roots in the retirement plan industry. Grant shares his unconventional entry into the business—from competitive golfer to internal wholesaler to TPA firm work with his actuary father, ultimately launching his own advisory practice at 27.</p><p>Grant's journey hasn't been limited to financial services. He's started multiple businesses, including a peanut butter company that grew to 15 employees before closing. These entrepreneurial experiences have given him invaluable perspective when working with...

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  Episode #51

  Ep #51: Insights into the Constantly Evolving M&A Landscape with Rob Madore from Marshberry

  Jul 8, 20241h 7mS0

  <p>Welcome to episode #51 of the Fiduciary U™ Podcast. My guest today is Rob Madore from Marshberry.</p><p>In this episode, I interview Rob Madore, an expert in investment banking and management consulting. We discuss the role of MarshBerry, a management consulting and investment banking firm, in helping advisory firms grow and maximize their value. We also explore some of the current challenges and opportunities in the industry, including the integration of acquired firms and the importance of organic growth. Our conversation highlights the need for advisory firms to have a long-term plan and a solid growth foundation to ac...

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  Episode #50

  Ep #50: PEP Talk - Exploring the Power of Pooled Employer Plans with Patrick Bushlack from The Standard

  May 30, 20241h 1mS0

  <p>Welcome to episode #50 of the Fiduciary U™ Podcast. My guest today is Patrick Bushlack from The Standard.</p><p><br></p><p>In this conversation, we discuss Pooled Employer Plans (PEPs) and their growing impact on the retirement industry. We explore the different flavors of PEPs and the importance of advisor centricity in designing and implementing these plans. We also touch on the challenges faced by HR and benefits teams, the concept of indirect fee compression for financial advisors, and the need for a flexible framework in PEPs.</p><p><br></p><p>The conversation highlights the importance of go...

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  Episode #49

  Ep #49: Fueling Business Development with Strategic Marketing Investments: A Discussion with Rebecca Hourihan from 401(k) Marketing

  Mar 28, 20241h 4mS0

  <p>On this episode, Rebecca Hourihan from 401(k) Marketing and I discuss the changes in marketing strategies over the past decade and the importance of differentiation in the industry. She emphasizes the visual identity of advisors' websites and the need to showcase their office and team to create familiarity and connection with potential clients. She also highlights the significance of brand guidelines and professional photography in conveying a unique client experience.</p><p><br></p><p>She suggests focusing on email marketing campaigns, LinkedIn engagement, and maintaining an active blog to attract and retain clients. We discuss the importance of...

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