Podcast: Meeting Clients Where They Are… Even at a Rest Stop

In this episode of “Gray to Great,” Board Member of the Great Gray Group and host, Dan Dal Degan, is joined by Virginia Ryan, a plan advisor with 401(k) Plan Professionals in the Twin Cities. Virginia shares her unique journey from being a flight attendant to becoming a 401(k) plan advisor. She discusses the challenges and learning experiences she faced while transitioning into the financial world, emphasizing the importance of open conversations and financial education.

Virginia highlights the role of financial advisors as “financial therapists,” helping clients navigate the often intimidating world of retirement plans. She shares stories of working with clients, including a memorable experience with a long-haul trucker, and discusses the significance of meeting clients where they are, both physically and emotionally. The episode also touches on the dynamics of her all-female advisory team and the value of curiosity and continuous learning in one’s career. Virginia’s insights provide valuable takeaways for both plan advisors and individuals looking to better understand their financial futures.

More About Virginia Ryan:

Virginia enjoys working with retirement plans as it allows her to help increase financial literacy among employees while communicating complex ideas with ease. She also enjoys helping plan sponsors feel confident and secure about their retirement benefit offering. and helping sponsors execute efficient plan design while customizing strategies to connect with every employee.

Virginia lives in St. Paul, Minnesota with her husband and 3 kids and enjoys spending time outside with friends and family, watching her kids conquer their fears, and taking family road trips.

Virginia is recognized by the National Association of Plan Advisors (NAPA) to the Top Woman Advisor List for 2024.