Jefferson D. Cheshier on LinkedIn: Over the past 17 years, I have been privileged to serve the Retirement… | 38 comments (2024)

This is an EXCELLENT piece from Rebecca Hourihan AIF® PPC™ in a recent National Association of Plan Advisors Net Daily! Whether you're an OG business owner/practice leader, just moving into a role like that, or somewhere in-between, there are a lot of great new ideas (or reminders) of things that are critical to the success of your efforts, along with WHY the areas deserve your time and attention!

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I LOVE this Brian Brashaw, CPFA, CRPS, CRPC, CFEd!!! Inspiring words!!! "Don’t ever let anyone tell you you’re not qualified. If you have capacity to learn and to serve, you won’t fail. And as long as you have purpose, be it family, your team, your industry, youre not allowed to fail."That reminds me of a conversation I had 2 days ago with my 17-yr-old son, JR (whom many of you know, or know of). Like his old man 30-something years before him, he has spent some serious time on a short plank of wood, 3" off the ground, mounted to 4 wheels with a friction coefficient as close to zero as possible, searching for (and finding) his limits of riding and bombing hills. And has some good stories and scars to show for it <wiping proud tear from my eye>.He observed, "Dad, of all the sports, I think skateboarding is the most serious and intense." "OK, tell me why." "Well, because as you're into a hill, at some point, you are IN for the ride. You're going too fast to bail, you don't have any brakes, you're NOT going to slow down, and the only options are awesome success or painful failure. You have to be 100% focused on succeeding and if you think about anything else, you're toast."We are NOT ALLOWED to fail!!! Be encouraged, focus on what it's going to feel like when you get to the end and have OWNED that hill and go get 'em!

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Ready to swell your brain and increase your ability to explain several fiduciary best practices in plain English?If you or any of your plan clients could use a FANTASTIC primer discussion on the Scorecard System, what it is designed to accomplish, the thinking, reasoning and purpose behind how it was designed, and how Investment Committees can use it with a well-crafted Investment Policy Statement to select, monitor and maintain appropriate lineups that serve participants well and meet the stringent fiduciary guidelines required under ERISA, then THIS episode of, “Be More Than a Fiduciary” is for YOU! Host (and fiduciary expert in his own right) Eric Dyson, ERISA Advisor Search, Keynote Speaker chatted with the insightful and dynamic Joel Shapiro about best practices of how these powerful resources can be used to plainly demonstrate to anyone scrutinizing the process that a plan fiduciary is undertaking, the past, present and future of the direction and management of the plan.

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PUMPED to be with my MassMutual friends at the Wealth Management 401(k) Advisor Symposium! Here are amazing partners David Curylo, AIF®, CPFA® and Shawn W. Daly opening the event this morning. Jonathan Coombs and I had a great time discussing ways to scale a practice, increase operational efficiency and widen margins with nearly 100 MMLIS Financial Professionals...what a fantastic crew, experiencing significant MOMENTUM through COLLABORATION! RPAG loves our partnership with this dynamic, GROWING group!

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Ever wonder WHO is behind all of the fun, informative and ENERGETIC Socials and Email communications from RPAG??? It is the smiling faces of the wonderful Ashley Passow and Melody Ravanipour, under the direction of Martin Graham! They form an amazing team and the rest of the RPAG team, our RPAG members and our fantastic RPAG partner firms are grateful for keeping everyone up to date on the latest opportunities to engage, collaborate better work TOGETHER to serve America's workers in their quest to prepare for a dignified retirement, on time and on their own terms! CHEERS!

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JUST...BE...TERRI!!! I know LI hates links that lead away from LI, so this might get suppressed by the algos, but I LOVE THIS and hope it motivates you to grab today and swing it around by the tail! WOOO!!!https://lnkd.in/gRWe9W7V

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#LessonsFromADog. Perspective is powerful! I saw a pile of dang weeds. My wing-man and head of security saw a soft place to take a load off and contemplate life's mysteries for a bit. Any weeds in your life that might represent opportunities, if only you consider them in the right way?

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Among the PLETHORA of reasons to join and participate in the upcoming RPAG #2024RegionalSummits are these 8 folks! No group in the retirement industry has teammates who are brighter, know their "stuff" better or who are more EAGER TO HELP their clients get the MOST out of their membership than these All-Stars! So whether it is San Diego, or one of the other 3 cities around the country where we'll be pulling into town for 2 days, don't miss this great opportunity to learn and BE BETTER for your team and your clients!!!

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