Money and Diversity: A Path to Promoting Equality in the Workplace (Podcast)
Dive in to a discussion about diversity and money. You’ll learn why things like our culture, ethnicity, and upbringing affect our relationships with...
July 28, 2020
Fiduciary Advice @ Work Podcast
Join the experts from Francis Investment Counsel as they discuss trends and issues facing retirement plan fiduciaries.
Listen online or find us on your favorite podcast platform.
The Way Back: Economic Recovery in the Wake of COVID-19 (Podcast)
Special guest Scott Priebe from Geneva Capital Management discusses macroeconomic challenges, the psychology of investing, and how to frame investment opportunities while contending...
June 9, 2020
Mastering Emotions in the midst of Market Volatility (Podcast)
When the markets drop, what should you do with the negative emotions you experience? We outline recommendations and discuss the value of investment...
May 14, 2020
The Power of Financial Advice (Podcast)
Against the backdrop of a world-wide pandemic and a roller-coaster of market volatility, we discuss the powerful impact of financial advice....
April 27, 2020
Under Review: How to Evaluate a Recordkeeping Relationship (Podcast)
Does it really matter what retirement plan recordkeeper a plan sponsor chooses? Learn how to take a fresh look at the recordkeeping relationship...
January 28, 2020
Due Diligence Process for Managed Accounts (Podcast)
From fees to data privacy, learn what elements should be considered when conducting due diligence on a managed account service provider....
December 17, 2019