8 episodes

The Francis Investment Counsel's Fiduciary Advice @ Work Podcast discusses the latest industry trends and issues affecting retirement plan fiduciaries.

Francis Investment Counsel's Fiduciary Advice @ Work Podcast Francis Investment Counsel

    • Business

The Francis Investment Counsel's Fiduciary Advice @ Work Podcast discusses the latest industry trends and issues affecting retirement plan fiduciaries.

    08 - Money and Diversity: A Path to Promoting Equality in the Workplace

    08 - Money and Diversity: A Path to Promoting Equality in the Workplace

    In this episode of the Fiduciary Advice @ Work podcast, we sit down with two of our Money Advisors and tackle the topic of money and diversity. We discuss what interacting with diverse employee populations has taught us and continue our conversation by covering:


    Why social and cultural factors may be overlooked in the financial planning process
    What employers can do to address the financial needs of their diverse workforces
    How financial wellness benefits can promote equality in the workplace and broader community

    • 25 min
    07 - The Way Back: Economic Recovery in the Wake of COVID-19

    07 - The Way Back: Economic Recovery in the Wake of COVID-19

    Director of Research, Ed McIlveen, welcomes Managing Principal and Portfolio Manager, Scott Priebe, from Geneva Capital Management. Join them as they discuss how the COVID-19 global pandemic has affected their macroeconomic outlook, detailing more specifically:


    Adjustments to investment strategy in the face of so many unknowns
    Lessons learned by comparing recent market declines with the financial collapse of 2008
    Factors that will influence the speed and strength of economic recovery
    Themes to keep in focus when evaluating investable opportunities

    • 33 min
    06 - Mastering Emotions in the Midst of Market Volatility

    06 - Mastering Emotions in the Midst of Market Volatility

    Market volatility accentuates the pain of negative emotions and the persuasive drive to react impulsively. In this episode, we talk with members of Francis Investment Counsel’s investment research team and cover why negative emotions are dangerous for investors and what to do when faced with them, what broader trends should attract investors’ attention, and why investment research matters, especially for plan fiduciaries.

    • 30 min
    05 - The Power of Financial Advice

    05 - The Power of Financial Advice

    In this episode, with the backdrop of a world-wide pandemic and a roller-coaster of market volatility, we discuss the powerful impact of financial advice, including:


    How we specifically define financial advice and why that definition matters
    The barriers employees face to obtaining financial advice
    The value - to both employees and employers - of financial advisory relationships in the workplace

    • 28 min
    04 - How to Evaluate a Recordkeeping Relationship

    04 - How to Evaluate a Recordkeeping Relationship

    In this episode of the Fiduciary Advice @ Work podcast, experts from Francis Investment Counsel discuss the role of a recordkeeper to a retirement plan benefit, trends in recordkeeping across the industry, and key elements for plan sponsors to focus on when evaluating their recordkeeping relationship.

    In this episode, we focus on important elements of a plan sponsor's recordkeeping relationship, including:



    The role a recordkeeper fulfills in comparison to other plan service providers
    Challenges recordkeepers face in a consolidating marketplace and how plan sponsors should respond
    Key factors to consider in the event a plan sponsor conducts a recordkeeper evaluation


    "Where selection [of a recordkeeper] matters most is when it comes to the consultative nature of the relationship ... Is the team experienced? Are they proactive? ... Those less tangible features are what separate really good relationships from great relationships."
    - Kevin Skow, Vice President

    • 22 min
    03 - The Due Diligence Process for Managed Accounts

    03 - The Due Diligence Process for Managed Accounts

    In this episode, we dive into the due diligence process for evaluating managed account service providers. Our discussion covers:


    Why customization does not “turn off” the need for due diligence
    What specific topics to address with a managed accounts service provider
    What to do if a service provider cannot fulfill the requirements of the due diligence process
    Tips and examples of the process from client interactions



    https://www.francisinvco.com/

    • 26 min

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