Renee Scherzer: Hear from NAPA's Immediate Past President

Be More Than A Fiduciary

About Renee Scherzer: As a Retirement Plan Specialist, Renee provides clients with strategies to empower their employees to build financial independence while managing the fiduciary liability of organizations and their executives through their 401(k), 403(b), and executive planning needs.

In this episode, Eric and Renee discuss:

• Meeting people at their level
• Making a meaningful impact
• The value of building a strong network
• How diversity enhances innovation

Key Takeaways:

• Effective leadership in retirement plans is about meeting employees at their financial literacy level and guiding them from there.
• Aligning one's core values and purpose with the organization's mission is fundamental to making a meaningful impact.
• Building a strong network and maintaining curiosity is invaluable for professionals seeking success in the retirement advisory space.
• Diversity of thought in decision-making teams significantly improves outcomes and innovation in the retirement plan industry.

“People who want to get into leadership, if they're leading with their why and they truly are passionate about the initiatives, that's going to show.” - Renee Scherzer

Connect with Renee Scherzer:

LinkedIn: https://www.linkedin.com/in/reneescherzer/

Connect with Eric Dyson:

Website: https://90northllc.com/

Phone: [phone]

Email: [e-mail]

LinkedIn: https://www.linkedin.com/in/401kguy/

The information contained herein is general in nature and is provided solely for educational and informational purposes.

It is not intended to provide a specific recommendation of any type of product or service discussed in this presentation or to provide any warranties, financial advice or legal advice.

The specific facts and circumstances of all qualified plans can vary and the information contained in this podcast may or may not apply to your individual circumstances or to your plan or client plan-specific circumstances.