Many retirement plan practices, even successful ones, struggle with how to maximize staff performance. With so many different personalities, how do you ensure the everybody is in the right role and making positive contributions? Ultimately, how do you make sure that individuals as well the overall team are set up for success? In this hands on virtual session we will share a self-assessment revealing your key personality traits as well as those of your co-workers and describe how you can effectively adapt leading to better outcomes in the workplace!

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Randy S. Fuss, CFP

Practice Management Coach

Randy Fuss has been in the financial services industry for more
than 30 years. Prior to 2006 he owned and operated a successful
independent retirement plan practice. The majority of Randy’s
career has been focused on consulting. Currently, as a Practice
Management Coach with Cuna Mutual Group, he is dedicated to
the Retirement Consultant Institute focusing exclusively on the
qualified retirement plan industry. His main objective is to deliver
impactful content to financial professionals and third-party
administrators who seek ways to take their retirement plan practice
to the next level.
Randy also supports CMFG Stable Value — a conservative stable
value fund offering inside qualified retirement plans.
A Registered Corporate Coach™, Randy leads training, workshops
and seminars on a variety of retirement plan topics. He is frequently
a guest speaker at trade groups and industry conferences.