HeyJaredGray to Great
Rewrite your practice growth playbook. Hosted by Dan dal Degan—known to many as Triple D—this bi-monthly podcast pulls back the curtain on what it takes to thrive as a corporate retirement plan advisor in an increasingly tech-centric business world.
- Indexed episodes, last 90 days
- 3
- Latest publication
- Sep 13, 2026
- Audience
- Checking…
- Earliest in this view
- Aug 5, 2026
Latest episodes
20. Private Markets, A Year Later: Charlotte Hickey and Josh Anderson on What Has Changed and What Hasn’t (opens the original)
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A year ago, Charlotte Hickey of BlackRock and Zachary Rosenoff of Marsh McLennan Agency joined Gray to Great for a conversation about private markets in defined contribution (DC) plans. In this follow-up episode, host Dan Dal Degan reconnects with Charlotte and welcomes a new voice to the conversation: Josh Anderson, AIF®, CEPA®, Vice President, Investments at the Workplace Retirement Group of Raymond James. In this follow-up episode, Josh and Charlotte revisit where the conversation stands toda
19. How Matt Compton’s Record Keeping Roots Made Him a Stronger Plan Advisor | Matt Compton (opens the original)
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In Episode 19 of Gray to Great, Dan Dal Degan sits down with Matt Compton, AIF, CRPC, Partner, Retirement and Wealth Services at Alera Group. Matt spent over eleven years at Principal Financial Group on the record keeping and administrative side before transitioning to plan advising in 2019, and that background shapes everything about how he serves clients today. He and Dan explore what it really means to be a plan advisor, how integrating retirement benefits into the broader employee benefit re
18. Many Advisors Talk About Culture, Bryan Farwell and Jesse Hernandez Actually Built It (opens the original)
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Many advisory teams are built around a book of business. Bryan Farwell and Jesse Hernandez built theirs around a belief. In Episode 20 of Gray to Great, the partners at Prevail Innovative Wealth Strategies join host Dan Dal Degan for a candid conversation about passion, partnership, and what it takes to serve plan sponsors and participants the way they deserve to be served. Jesse brings over 30 years of experience on the record keeping and wholesaling side of the business, and Bryan brings a dee
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