Podcast: Secrets to Scaling Efficiently as a Retirement Plan Advisor | Lloyd Engleman

In this episode of Gray to Great, host Dan Dal Degan sits down with Lloyd Engleman, Managing Director at Alkeme Financial Services of Accelerate Retirement. They discuss how advisors can scale their retirement plan practice by focusing on consistency. Lloyd shares his path into the industry, the importance of strong communication, and how the right tools and partnerships can support long-term growth. Their conversation highlights both the operational and human sides of advising, from building trust with participants to structuring a practice that can grow without sacrificing service quality.

Lloyd emphasizes effective communication as the foundation of client trust. He shares how this approach helped transform a low-participation plan into one with strong long-term outcomes. He also stresses the value of pooled employer plans and outsourced services as a way to scale efficiently. By consolidating lineups, reducing administrative work, and relying on partners, advisors can spend more time on strategic engagement. These structures help firms grow while maintaining consistent service.

Mentorship also plays a central role in Lloyd’s success. He credits seasoned advisors with helping him navigate early challenges and encourages younger professionals to seek guidance and use available tools rather than starting from scratch. For Lloyd, a willingness to learn and follow proven processes is essential to building a sustainable advisory practice.

More About Lloyd Engelman

Lloyd Engelman has worked in the financial services sector for 18 years and serves clients throughout the western United States. He was recognized as Plan Adviser of the Year by Plan Sponsor Magazine, an award based on peer nominations and measurable business impact such as plan count and assets under advisement. Before joining Accelerate Retirement, Lloyd held roles at Total Retirement Solutions and Investor Solutions, Inc., supporting plan sponsors and participants across the region. Prior to entering financial services, he owned a hardware technology resale business and later transitioned into advising during the early 2000s. Lloyd holds Series 6, 63, and 65 licenses.