12. How Wealth and Retirement are Converging from an RIA Trailblazer

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Gray to Great

Great Gray Trust Company

12 episodes

3 days ago

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.

Management

Business

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Management

Business

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12. How Wealth and Retirement are Converging from an RIA Trailblazer | Scott Colangelo

Gray to Great

24 minutes

3 days ago

12. How Wealth and Retirement are Converging from an RIA Trailblazer | Scott Colangelo

In this episode of Gray to Great, Dan Dal Degan interviews Scott Colangelo, chairman of Prime Capital, discussing his journey from starting at Edward Jones to establishing the first RIA in Kansas. Scott shares insights on building a scalable retirement advisory firm, the convergence of wealth management and retirement advising, and his advocacy efforts in the industry. He emphasizes the importance of finding passion in one's work and the impact of education on participants' financial futures.

More About Scott Colangelo:
Scott Colangelo is the Chairman of Prime Capital, where he has been instrumental in pioneering fee-based asset management and establishing the first Registered Investment Advisor (RIA) in Kansas. With a career spanning over two decades, Scott has been a trailblazer in the convergence of wealth management and retirement advising. He began his career at Edward Jones, where he was recognized as a top producer, and later co-founded Prime Capital with Tim Hakes.

Scott's innovative approach includes managing risk-based portfolios and advocating for participant education and wellness in retirement plans. He has been actively involved in legislative advocacy, focusing on issues like collective trusts for 403(b) plans. Scott resides in Kansas, where he is committed to giving back to the community that has supported his career and family.