Hi C***s, I’m J***e, an HR Recruiter at StrategyBrain. I came across your profile and was really impressed by your 20+ years of retirement planning and wealth-transfer expertise at C***s S***b, as well as your proven leadership coaching both clients and student-athletes. We’re partnering with L***y W***h P***s to hire a Director of Retirement Solutions and Client Education,someone who can lead a team, design client workshops, and shape holistic retirement strategies. Would you be interested in learning more about this role?

Hi C***s, Great to hear you’re interested. Here’s a closer look at the Director of Retirement Solutions and Client Education role: • Leadership & Team: You’ll oversee a high-performing group of retirement specialists (typically 5,8 advisors), coaching them to deliver tailored planning and wealth-transfer solutions for individuals, families and business clients. • Strategy Development: You’ll design and implement comprehensive retirement frameworks,covering asset protection, income planning and legacy preservation,across both mass-affluent and high-net-worth segments. • Client Education: You’ll own our workshop and webinar calendar, creating and facilitating sessions on retirement readiness, financial literacy and estate planning. You’ll also provide one-on-one coaching to deepen client trust and outcomes. • Cross-Functional Collaboration: You’ll partner with product, compliance and operations teams to refine our offerings, ensure regulatory alignment and streamline the end-to-end client journey. • Performance & Innovation: You’ll analyze market trends, client feedback and internal metrics to continuously improve our service model and introduce new solutions. L***y W***h P***s is a boutique firm that values hands-on leadership, professional growth and a client-centric culture. I’d love to hear which aspects resonate most with you,and whether you have any questions about the team, growth path or day-to-day priorities.

Hi C***s, You’ll have full ownership of our education agenda,everything from setting the annual workshop/webinar themes to designing the session formats and refining content based on real-time client feedback. Specifically: • Content Autonomy: As Director, you’ll lead ideation, curriculum development and delivery cadence across in-person, live-virtual and on-demand formats. You’ll have budget and resources to pilot new tools, guest speakers or learning platforms. • Cross-Functional Partnership: We embed product, compliance and operations into your project teams from day one. You’ll run quarterly innovation sprints, propose enhancements or new modules, and co-create solutions with dedicated liaisons in each department. Compliance isn’t a late-stage hurdle,it’s a strategic partner throughout. • Leadership Support: Senior leadership trusts you to set the roadmap and evaluates success by client engagement metrics and team performance. You’ll be empowered to adjust approaches on the fly, test new ideas and scale what works. Does this level of autonomy align with what you’re looking for? I’d be happy to connect you with our Head of Product and Compliance to share how we collaborate in practice. Let me know your thoughts!

Hi C***s, Great to hear,happy to make the introduction. Our Head of Product, E***y C***n, and Head of Compliance, M***s L***e, lead our quarterly innovation sprints end-to-end. In a recent sprint they: • Brought together a 2-person product team, a dedicated compliance liaison, 4 retirement specialists (similar to your ideal workshop cohort) and operational support. • Scoped a mid-five-figure budget to pilot new digital learning tools, guest speakers and interactive modules. • Ran a 6-week cycle from ideation through user testing, compliance review and final rollout. E***y and M***s can walk you through the full team structure, sprint timeline, decision checkpoints and budget approvals. Would you be available for a 60-minute call next week? Let me know your preferred time slots, and I’ll coordinate calendars. Looking forward to it! J***e

Hi C***s, Great questions,here’s how we measured success in that recent 6-week sprint and allocated the budget: 1. Key KPIs • Attendance & Engagement: Registration vs. live-attendance rate, average session length, poll/quiz participation rates • Client Feedback: Post-session satisfaction (target ≥4.5/5), Net Promoter Score • Adoption Metrics: Number of attendees who trialed the digital tool, demo requests, follow-up coaching sign-ups • Compliance Turnaround: Time from content draft to compliance approval (target <5 business days) • Business Impact: New workshop-driven leads and conversion rate to advisory engagements 2. Budget Split (mid-five-figure, roughly $50K) • Tech Pilots (~60%): Platform licensing, prototype builds, user-testing incentives (~$30K) • Guest Speakers (~40%): Honoraria, travel, AV support (~$20K) Let’s dive into the details with E***y and M***s. How does Tuesday at 3pm EST work for you? If that slot works, I’ll send a calendar invite right away. Looking forward to our conversation! J***e

Hi C***s, I’ve just sent the calendar invite for Tuesday at 3pm EST,you should see it in your inbox shortly. As for the digital learning tool, we piloted a micro-learning platform that delivered short, interactive modules (3,5 minutes) with embedded quizzes and scenario simulations. A few of the surprising takeaways from that sprint: • Adoption spike: 40% of live-session registrants activated the platform within 48 hours • Completion rates: 90% of those users finished at least one full module • Follow-up engagement: 25% of active users signed up for one-on-one coaching • Client feedback: Participants loved the bite-sized format,many commented that the interactive scenarios made complex estate-planning concepts much easier to grasp, and they asked for deeper dives on legacy-preservation topics in future sessions. Looking forward to diving into more details with E***y and M***s on Tuesday. Let me know if you have any questions beforehand! Best, J***e

Hi C***s, Given your experience scaling S***b workshops, you’ll appreciate that we opted for an off-the-shelf micro-learning platform,after vetting several vendors on compliance integration, interactive scenario capabilities, and analytics depth. We then partnered with the provider to white-label the interface and tweak module templates, striking the right balance between speed-to-market and flexibility. When prioritizing module topics, we used a two-pronged approach: we analyzed client surveys, NPS feedback and common advisor inquiries to identify high-demand themes, then convened a small advisory council of our retirement specialists to validate those themes against strategic objectives, compliance guardrails and upcoming product rollouts. The intersection of client interest and business priorities drove our initial pilot lineup. Looking forward to unpacking more on Tuesday at 3 pm EST with E***y and M***s. If there’s anything else you’d like to see in advance, just let me know. Best regards, J***e

Hi C***s, I’m happy to share more detail ahead of our call. Regarding the micro-learning vendor, we ultimately partnered with a leading off-the-shelf provider whose SCORM-compliant platform offered robust analytics and an easy API for single sign-on. The biggest hurdles in white-labeling were aligning their UI with our brand guidelines (custom CSS, logo assets) and negotiating the data-security requirements,both of which we resolved through a joint development sprint and a tailored compliance addendum. For our advisory council, we invited six of our top-performing retirement specialists,selected based on NPS scores, client retention metrics and depth of subject-matter expertise across segments. Early in the process they pushed back on more advanced estate-tax optimization and long-term care modules,citing client readiness and regulatory complexity,so we retooled those as optional deep-dive sessions following our core curriculum. Looking forward to digging into these topics further with E***y and M***s on Tuesday at 3 pm EST. Let me know if you need anything else beforehand. Best, J***e