Podcast: Differentiating Your Advisory Practice Through Human Connection

In this episode of “Gray to Great,” host Dan Dal Degan has a value-packed conversation with Renee Scherzer, Senior Vice President at OneDigital Retirement & Wealth, to discuss the importance of being authentic and personable in your network and connections. They delve into topics such as differentiating your sales practice, the significance of branding on LinkedIn, tips for networking with accomplished individuals, and how to create excitement for meetings and calls. The conversation highlights the value of human connection and genuine relationships in sales, as well as the need to maintain those relationships.

More About Renee
Renee Scherzer is a Senior Vice President of the Retirement + Wealth division of OneDigital and specializes in retirement plan consulting, focusing solely on the success of retirement plans for the benefit of the employee and confidence of the employer. Her team’s mission is to provide clients with strategies to empower their employees to build financial independence while managing the fiduciary liability of organizations and their executives while navigating the ever-changing regulatory environment.

Renee’s career began at Dean Witter Reynolds over 25 years ago, where she quickly distinguished herself by growing in various aspects of the financial services industry, including stock trading, investments, and asset management. In 1999, she made a bold move to focus on 401(k) plans, leaving the wire house environment to establish her own firm. Her entrepreneurial spirit led to the founding of 401K Resources in 2020. By 2023, she had strategically aligned with her husband’s benefits firm, integrating into OneDigital. This comprehensive integration of retirement plans, individual wealth, benefits, human resources, and corporate insurance allows Renee and her team to deliver unparalleled efficiencies aimed at exceeding client and employee expectations.