Click on a title to read Kahuna Wisdom from the past:  
Date Interview
2/25/2005 BROKER-DEALER SUPPORT FOR RETIREMENT SPECIALISTS VS. THE INDEPENDENT RIA MODEL: An exclusive interview with Pat Oberlander, Director of Retirement for the McDonald Financial Group.

7/14/2003 THE CONSOLIDATION MONSTER: An exclusive interview with Chris Guarino, President of the BISYS Retirement Services Group.

4/7/2003 WHO IS ING: An exclusive interview with Bob Francis, President of Worksite Distribution & Client Relationship Management.

2/28/2003 RIGHTING THE DC SHIP: An exclusive interview with Putnam’s Alex Nelson, Managing Director/Director of Corporate Plans & Services.

7/30/2001 SPECIALIZE OR DIE: A Take No Prisoners Roundtable Discussion With A Panel Of Top Producing Retirement Plan Specialists

3/9/2001 THE REAL THING: An exclusive interview with Joe Ready, Sr VP & head of First Union's Evergreen 401(k)Now Benefit Services Group.

12/13/2000 RESTRATEGIZING, REFOCUSING & RECOMMITTING: A joint interview with Merrill Lynch's Bill Stanton, 1st VP & Sr Director of Strategic Initiatives Group and Alan Kizor, 1st VP and Sr Director of Marketing & Investments/Benefits & Investment Solutions.

10/23/2000 ON A ROLL: An exclusive interview with Mike Anderson, Sr VP & Nat'l Sales Mgr of Retirement Sales for Fidelity Investments Institutional Services Company, Inc., (FIIS).

8/1/2000 STILL EXCITED: An anonymous interview with Mr. Pink, a QP Wholesaler with fifteen years' experience in the broker-sold DC plan marketplace

6/2/2000 HUNGRY, HELPFUL & HUMBLE: An exclusive interview with Dale Bearden, head of John Hancock Retirement Services

   


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