Ep #24: Building a Strong Culture in a Growing and Thriving Firm with Jania Stout

Jania Stout is Managing Director and Co-Founder of Fiduciary Plan Advisors, which was recently acquired by OneDigital.

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10/11/2021 - 60 minutes


Episode Summary

My guest today is Jania Stout is the Managing Director and Co-Founder of Fiduciary Plan Advisors, which was recently acquired by One Digital. Jania is one of the most well-known advisors within the industry and a great ambassador for the retirement profession.


On today’s episode, she joins the show to discuss her journey to becoming a hugely successful independent advisor, as well as her advice for building a thriving culture within your firm.


What You'll Learn

  • Jania’s move from the recordkeeping side of the business to becoming a successful independent advisor.
  • How to build a thriving and healthy culture at your firm.
  • How the role of advisors has changed over the past 5-10 years.
  • Jania’s predictions for how the advisor role will shift to becoming an “engagement expert” over the next decade
  • Why she is so passionate about financial wellness and participant happiness.
  • Her process for seeking an M&A partner.
  • What she misses the most about running her own shop. 
  • The power of believing in yourself.


Links to Resources


Ideas Worth Sharing

  1. “If you do good, good things happen to you.” - Jania Stout
  2. “The actions we do as advisors impact people’s lives.” - Jania Stout
  3. “It’s not just about skill and knowledge—it’s about if you are a good person.” - Jania Stout