Most retirement plan advisors spend their days working in their practice, reacting to client emails, putting out fires, and chasing deadlines. But what if you carved out just 2 hours a month to work on your practice instead?

In this high-energy episode, Randy Fuss of Fuss Success Builders joins Rebecca Hourihan to unpack the real meaning of practice management. From clarifying the “Big Three” (wins, retention, and efficiency) to using DISC personality profiles and AI tools like Crystal, Randy shares strategies that can transform your client conversations, team dynamics, and sales outcomes.

Whether you’re walking into a boardroom full of decision-makers or trying to earn trust across generations, this episode will help you speak your clients’ language, literally.

What to expect:

The 2-hour rule for practice growth
Why DISC and adaptive selling still work in 2025
How AI tools like Crystal can predict buying behavior
The power of sales personalization in multi-generational wealth transitions
And more!

Resources:

Connect With Rebecca Hourihan:

Connect With Randy Fuss:

About Our Guest:

Randy Fuss is passionate about presenting, coaching, and consulting with the many professionals who work in the group retirement plan industry, who are seeking ways to take their performance to the next level! After a very productive and lengthy stint at Cuna Mutual Group, he is now excited to bring his skill set and experience in helping others through his own firm, Fuss Success Builders!.

As a Registered Corporate Coach and Certified DiSC® Trainer, Randy is most in his element in front of a group conducting trainings, workshops & webinars, sharing actionable ideas that lead to improvement. He’s been a frequent presenter at various industry meetings & conferences, and looks forward to bringing his practice management experience through coaching and speaking engagements to help individuals and companies like yours achieve greater success!