Podcasts

Hitting the Right Notes – The Harmony of Disciplined Investment Selection

Sam Launder, Financial Advisor, explains: the investment selection process, an inside look at a sample report, and accomplishments at Relational Advisors.

Relational Teamwork - Sam Launder - The investment selection processplay button

Introducing Sam Launder! Sam is a music enthusiast with a newfound passion for playing the piano. With a background in music, Sam now brings his expertise to the financial world as a Retirement Plan Analyst at Relational. Collaborating with SageView Advisory Group, an independent registered investment advisor, Sam leverages their analytics to analyze and optimize 401k investment selections for clients.

Using SageView’s scoring system, Sam identifies opportunities to improve clients’ mutual fund investments, aiming for the coveted “green” quartile. Educating clients and ensuring their investments flourish, Sam’s dedication and expertise shine. Join us in this captivating podcast as Sam shares his journey from music to finance, and his commitment to empowering clients for financial success.

Clips

Mike Rankin podcast play button

The Investment selection

Time: 1:13

How Relational Advisors utilize the Sage View Advisory Platform

Sam Launder speaking on Benefits, Retirement, HR Support play button

Sample Report

Time: 1:28

The lower the score the better

Mike and Sam go over quantitative criteria play button

Quantitative Criteria

Time: :46

The Sage View normalized ranking

Mike and Sam go over Benefit plans play button

Accomplishments

Time: 1:40

Helping our clients succeed and employee education

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