Janine Moore, Senior Vice President and Retirement Practice Leader in Houston, TX, got the incredible opportunity to share her experiences and expertise on the Be More Than a Fiduciary Podcast. This podcast episode features Janine and Chelle O’Keefe, a seasoned HR executive, as they explore what makes the right benefit strategy possible and how the right partner can make that happen.
In this episode, Janine and Chelle explore what it truly means to be an active partner in developing a benefits strategy that can have a real, positive impact on employees’ lives. They reminisce about the first time they worked together and take us through their journey to the present, sharing key insights on creating a successful benefits strategy built on meaningful relationships and transparency.
Throughout the episode, the two women emphasize how setting a standard, listening, educating and actively participating in meetings and conversations can lead to long-lasting relationships. Janine highlights that being a successful advisor means advocating for clients, building trust, and sometimes taking risks. She also points out that even underutilized plans have great potential – what’s needed is an advisor who’s willing to put in the effort.
Chelle reflects that Janine was that advisor for her, noting that Janine’s kindness, energy, and persistence played a key role in transforming their once underutilized plan. Chelle also underscores the importance of an advisor who can simplify complex concepts. Janine took the time to explain things clearly when Chelle had doubts, and this level of education and transparency is what fosters they loyalty both women agree is critical.
Janine also shares an unexpected but important insight: being successful means having fun too. While the work of an advisor/fiduciary is serious, that doesn’t mean you can’t enjoy the process. Janine emphasizes that building a lasting relationship requires getting to know the people you’re working with, sometimes that means sharing a laugh.
“I like to have fun. And yes, these are serious topics but that doesn’t mean that we can’t laugh at our meetings and try to find common ground.”
– Janine Moore, Senior Vice President and Retirement Practice Leader – Houston TX
At HUB RPW, we understand that being a true partner sometimes requires thinking outside the box. As Janine mentions in this conversation, that can even mean having fun with the people you’re working with. At HUB RPW, we’re here to meet you where you’re at, see the potential, and we want to help you reach it. We believe in empowering individuals to approach their finances with confidence and helping employers optimize their retirement plans.
