Discover the power of authenticity and human connection in sales with Renee Scherzer.
Summary: 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.
Why You Should Listen:
- Embrace Authenticity: Learn how being genuine can set you apart in your sales practice.
- Build Strong Networks: Get tips on networking with accomplished individuals and creating meaningful connections.
- Excite Your Clients: Discover strategies to make your meetings and calls more engaging and impactful.
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.
Renee’s extensive academic background, professional qualifications, and leadership roles are key drivers of her success. She holds a bachelor’s degree in finance from Arizona State University and is an Investment Adviser Representative, Certified Plan Fiduciary Advisor, and Accredited Investment Fiduciary® (AIF®). Renee’s leadership extends to her role as Past President of the National Association of Plan Advisors (NAPA) and her membership on the NAPA Leadership Council. Additionally, she serves on the Executive Board of the American Retirement Association (ARA) and participates in various industry committees.
Charity is an important part of Renee and her family’s lives. They are active in various organizations impacting the homeless, children in crisis, animal rescue, and other important causes. Renee prides herself on gaining awareness and engagement in her philanthropic activities with family, friends, clients, and industry partners. When she’s not leading her team to success or making an impact in the industry or community, Renee loves spending quality time with her husband Chris, their three children, and their two beloved dogs.
