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.
In this episode of “Gray to Great,” Board Member of the Great Gray Group and host, Dan Dal Degan, is joined by Virginia Ryan, a plan advisor with 401(k) Plan Professionals in the Twin Cities. Virginia shares her unique journey from being a flight attendant to becoming a 401(k) plan advisor. She discusses the challenges and learning experiences she faced while transitioning into the financial world, emphasizing the importance of open conversations and financial education.
Virginia highlights the role of financial advisors as “financial therapists,” helping clients navigate the often intimidating world of retirement plans. She shares stories of working with clients, including a memorable experience with a long-haul trucker, and discusses the significance of meeting clients where they are, both physically and emotionally. The episode also touches on the dynamics of her all-female advisory team and the value of curiosity and continuous learning in one’s career. Virginia’s insights provide valuable takeaways for both plan advisors and individuals looking to better understand their financial futures.
More About Virginia Ryan:
Virginia enjoys working with retirement plans as it allows her to help increase financial literacy among employees while communicating complex ideas with ease. She also enjoys helping plan sponsors feel confident and secure about their retirement benefit offering. and helping sponsors execute efficient plan design while customizing strategies to connect with every employee.
Virginia lives in St. Paul, Minnesota with her husband and 3 kids and enjoys spending time outside with friends and family, watching her kids conquer their fears, and taking family road trips.
Virginia is recognized by the National Association of Plan Advisors (NAPA) to the Top Woman Advisor List for 2024.
Disclaimer
This podcast’s information is provided for general reference and was obtained from publicly accessible sources. The Podcast Collaborative neither produces nor verifies the content, accuracy, or suitability of this podcast. Views and opinions belong solely to the podcast creators and guests.
For a complete disclaimer, please see our Full Disclaimer on the archive page. The Podcast Collaborative bears no responsibility for the podcast’s themes, language, or overall content. Listener discretion is advised. Read our Terms of Use and Privacy Policy for more details.