Gray to Great
Gray to Great
Podcast Description
Rewrite your practice growth playbook.
Hosted by Dan dal Degan—known to many as Triple D—this bi-monthly podcast pulls back the curtain on what it takes to thrive as a corporate retirement plan advisor in an increasingly tech-centric business world.
As a former powerhouse sales leader at Salesforce and Oracle, now sitting on the board of Great Gray Trust’s holding company, Dan’s sales experience and curiosity provoke compelling conversations with top advisors.
Each episode of ‘Gray to Great’ focuses on the crucial parts of the business that often get overlooked: prospecting, referral business, challenger selling, client service, tech adoption, and cutting-edge marketing tactics.
This is where the playbook is rewritten, offering listeners sharp, actionable insights that go beyond investing to fuel lasting growth and success.
Tune in to learn the strategies that separate the leaders from the pack—because in sales, there are no gray areas.
Podcast Insights
Content Themes
The podcast delves into critical aspects of the advisory business often overlooked, such as prospecting, client service, referral business, tech adoption, and innovative marketing strategies. Episodes like the one featuring Sean Kelly provide actionable insights into mastering client relationships and adapting sales techniques to meet individual client needs, ensuring listeners gain valuable knowledge that can directly impact their growth.
Rewrite your practice growth playbook.
Hosted by Dan dal Degan—known to many as Triple D—this bi-monthly podcast pulls back the curtain on what it takes to thrive as a corporate retirement plan advisor in an increasingly tech-centric business world.
As a former powerhouse sales leader at Salesforce and Oracle, now sitting on the board of Great Gray Trust’s holding company, Dan’s sales experience and curiosity provoke compelling conversations with top advisors.
Each episode of ‘Gray to Great’ focuses on the crucial parts of the business that often get overlooked: prospecting, referral business, challenger selling, client service, tech adoption, and cutting-edge marketing tactics.
This is where the playbook is rewritten, offering listeners sharp, actionable insights that go beyond investing to fuel lasting growth and success.
Tune in to learn the strategies that separate the leaders from the pack—because in sales, there are no gray areas.
Summary
In this conversation, Dan Dal Degan (Board Member of Great Gray Group) and Holly Knight (Director of Retirement Services at Alera Group) discuss the impact and role of AI in financial services.
They explore topics around how to use AI to make your daily schedule more efficient, the trade-offs and risks of AI and how to address those concerns, how AI may impact the financial services industry, and how Holly became interested in AI and more specifically the role it plays in the finance industry.
More About Holly Knight:
My journey is rooted in helping people design and implement their financial story—one that leads to independence, confidence, and long-term sustainability. Whether through curriculum development, one-on-one coaching, or innovative fintech solutions, I specialize in meeting individuals where they are and equipping them with the tools to thrive.
In addition to my work in financial education, I bring a diverse skill set, including:
• Strategic Leadership: Proven experience in developing scalable programs, building cross-functional teams, and driving initiatives that align with organizational goals.
• Organizational Development: Expertise in process improvement, M&A integration, and creating systems that enhance collaboration and efficiency.
• AI/Technology Integration: Leveraging AI and machine learning to improve educational delivery and enhance user experience.
• Public Speaking & Training: Engaging audiences across various industries with relatable, actionable insights on financial wellness and retirement readiness.
I believe that financial health isn’t just about numbers—it’s about empowering people to make choices that lead to a fulfilling life. My approach is informed by behavioral finance, experiential learning, and a commitment to addressing challenges through innovation and collaboration.
With a master’s degree in education, a background in economics, and over 25 years of experience, I thrive at the intersection of teaching, advising, and strategic planning. As I continue to grow in my career, my focus remains on creating meaningful, integrated solutions that contribute to the greater good—whether it’s through supporting advisors, improving retirement readiness, or fostering organizational excellence.
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