Gray to Great

By Great Gray Trust Company

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Category: Management

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Episodes: 16

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.

Episode Date
16. Advisors Plan for Everyone’s Retirement—Except Their Own | Andrew Mirolli
Mar 24, 2026
15. It’s Not Where You Start, It's Where You Finish: Participant Education & an Unexpected Secret to Retirement Readiness | Mark Forbes
Mar 10, 2026
14. The #1 Secret to Simplicity: Engagement, Education, and Plan Design | Doug Bermudez
Feb 19, 2026
13. What Advisors Need to Know as Gen Z Becomes the Newest Plan Participants | Kristine Meyer
Dec 16, 2025
12. How Wealth and Retirement are Converging from an RIA Trailblazer | Scott Colangelo
Nov 20, 2025
11. The 2 Secrets to Scale Efficiently as a Retirement Plan Advisor | Lloyd Engleman
Nov 06, 2025
10. The Lead Generation Blueprint for Retirement Plan Advisors | Steven Puckett
Sep 25, 2025
9. Applying Unreasonable Hospitality to Closing the Retirement Plan Access Gap | Phil Senderowitz
Sep 17, 2025
8. Private Markets in Defined Contribution Plans: Navigating the New Frontier, Part 2 | Charlotte Hickey, Zachary Rosenoff
Sep 12, 2025
7. Private Markets in Defined Contribution Plans: Navigating the New Frontier, Part 1 | Charlotte Hickey, Zachary Rosenoff
Sep 05, 2025
6. The Power of Specialization for Retirement Plan Advisors | Rick Unser
Aug 01, 2025
5. Meeting Clients Where They Are... Even at a Rest Stop | Virginia Ryan
Jun 06, 2025
4. The Future of AI in Financial Services | Holly Knight
May 07, 2025
3. Knowledge as Potential Power: Education's Role in Retirement Plan Advising | Burak Alpaslan
Apr 09, 2025
2. Differentiating Your Advisory Practice Through Human Connection | Renee Scherzer
Mar 06, 2025
1. Humanizing Sales in Financial Services: Building Rapport, Listening, and Leveraging Technology | Sean Kelly
Feb 06, 2025