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Most retirement plan advisors spend their days working in their practice, reacting to client emails, putting out fires, and chasing deadlines. But what if you carved out just 2 hours a month to work on your practice instead?
In this high-energy episode, Randy Fuss of Fuss Success Builders joins Rebecca Hourihan to unpack the real meaning of practice management. From clarifying the “Big Three” (wins, retention, and efficiency) to using DISC personality profiles and AI tools like Crystal, Randy shares strategies that can transform your client conversations, team dynamics, and sales outcomes.
Whether you’re walking into a boardroom full of decision-makers or trying to earn trust across generations, this episode will help you speak your clients’ language, literally.
What to expect:
- The 2-hour rule for practice growth
- Why DISC and adaptive selling still work in 2025
- How AI tools like Crystal can predict buying behavior
- The power of sales personalization in multi-generational wealth transitions
- And more!
Related: Cold Calling and Email Not Working? Here’s What’s Going Wrong