loader from loading.io

Bridging the Gap: How Matt Roskuski Helps Companies Work as One

SYM Financial Advisors Podcast

Release Date: 12/05/2023

Does Your Company Retirement Plan Stack Up? – Part 2 show art Does Your Company Retirement Plan Stack Up? – Part 2

SYM Financial Advisors Podcast

In this episode of the SYM Financial Podcast, we talk openly about how important it is to approach retirement plan features like loans and withdrawals with caution. While they can be helpful safety nets in tough times, we encourage you not to see them as a way of life or an easy fix. The real key is to keep planning, stay informed, and work with advisors who understand your unique situation. We’ve seen people make decisions early in their careers that they regret later, so it’s all about making smart choices now and knowing your options. We also emphasize the importance of...

info_outline
Does Your Company Retirement Plan Stack Up? – Part 1 show art Does Your Company Retirement Plan Stack Up? – Part 1

SYM Financial Advisors Podcast

In this episode of the SYM Financial Podcast, we dive into how retirement planning has evolved, especially with the rise of automation like automatic enrollment. We see how it’s made saving easier and boosted participation—people are saving more without even having to think too hard about it. But we also talk about how nothing replaces a real conversation—about your goals, risks, and what’s best for your personal situation. We touch on recent changes from the Secure Act 2.0, which might impact how you contribute, especially if you’re over 50 or planning to use Roth options. It’s a...

info_outline
Life 2.0: Finding Purpose Beyond Retirement show art Life 2.0: Finding Purpose Beyond Retirement

SYM Financial Advisors Podcast

In today's episode of Executive Decisions, host Sarah Delahanty speaks with Todd and Cindy Shinabarger about their inspiring journey of transitioning from demanding careers to what they call "Life 2.0"—a purposeful and fulfilling phase of life dedicated to service and impact. Todd and Cindy share their experiences of stepping into volunteer roles with Operation Mobilization, where their skills in IT and science transformed projects and systems, helping the organization achieve excellence. They reflect on the importance of being intentional, crafting a plan, and seeking purpose beyond...

info_outline
The Entrepreneur's Path: Scott Holmes on Growth, Risks, and Retirement show art The Entrepreneur's Path: Scott Holmes on Growth, Risks, and Retirement

SYM Financial Advisors Podcast

In today's episode of the Owner's Corner Podcast, host Seth Whicker is joined by Scott Holmes, founder of ABI Attachments and Managing Partner at PivotPoint Company. Scott shares his journey from starting ABI Attachments to his current role in merger and acquisition work with PivotPoint. He discusses the importance of having a strong team, the challenges business owners face in preparing for sale, and the value of investing in infrastructure and strategic partnerships. Throughout the episode, Scott emphasizes the significance of being prepared, taking risks, and surrounding oneself with...

info_outline
From Global Sales to Local Impact: The Journey of Entrepreneurship with Edward Hayes show art From Global Sales to Local Impact: The Journey of Entrepreneurship with Edward Hayes

SYM Financial Advisors Podcast

In this episode of the Owner's Corner podcast hosted by Seth Whicker, special guest Edward Hayes discusses the intricacies of the sign business and his journey as a business owner. The conversation delves into the importance of understanding client needs and maintaining a consistent brand message, as well as the diverse industries served by Hayes Design Co. Hayes shares his transition from a global sales career to entrepreneurship, highlighting the challenges and rewards of taking over Burkhart Signs amid the COVID-19 pandemic. He emphasizes the significance of company culture and the...

info_outline
From Airplanes to Orthopedics: Leadership Lessons Learned Along the Journey with Todd Davis show art From Airplanes to Orthopedics: Leadership Lessons Learned Along the Journey with Todd Davis

SYM Financial Advisors Podcast

In today's episode of Executive Decisions, host Sarah Delahanty sits down with Todd Davis who shares his rich career history from building airplanes to his executive career in the orthopedic industry. Todd reflects on his journey from managing older union workers while still in his 20's to his transition into executive leadership roles. He emphasizes the importance of work ethic, persistence, and building relationships, sharing valuable insights from his experiences. Todd also discusses his post-executive life, engaging in mentorship, fundraising efforts for his community, and continuous...

info_outline
From Nursing to Quantum Healing: A Journey of Compassion and Technology with Saghi Togashi show art From Nursing to Quantum Healing: A Journey of Compassion and Technology with Saghi Togashi

SYM Financial Advisors Podcast

In this episode of EmpowHER, host Michelle Hipskind sits down with Saghi Togashi, a quantum energy and Reiki energy facilitator. Saghi shares her journey from nursing to computer science to holistic healing. After experiencing challenges in the nursing field due to empathy overload, Saghi transitioned to computer science but always harbored a desire to help others. Her path led her to discover a quantum energy device that merged her technological background with her passion for healing. Through intuitive and compassionate work, Saghi assists clients in raising their vibrational energy levels...

info_outline
A Holistic Approach to Professional and Personal Development with Dr. Drew Flamm show art A Holistic Approach to Professional and Personal Development with Dr. Drew Flamm

SYM Financial Advisors Podcast

In today's episode of Executive Decisions, host Sarah Delahanty sits down with Dr. Drew Flamm, President of Grace College & Seminary, to explore the formative experiences that shaped his leadership path and the value of embracing a spectrum of opportunities. Dr. Flamm shares personal stories of early financial discipline, the impact of mentorship on his career, and the significance of lifelong learning in both personal and professional realms. Through anecdotes and advice, the conversation delves into the integration of personal interests with family life, highlighting the holistic...

info_outline
Charting the Behavioral Landscape: A Journey of Compassion and Coaching with Steve Gundy show art Charting the Behavioral Landscape: A Journey of Compassion and Coaching with Steve Gundy

SYM Financial Advisors Podcast

In this episode of the Owner's Corner podcast, host Seth Whicker converses with Steve Gundy, a seasoned professional in behavioral health and owner of a coaching practice. Gundy shares his journey from his first job mowing lawns to establishing a practice that serves individuals with developmental disabilities, leveraging his personal and professional experiences to build a successful business. He emphasizes the importance of aligning with state regulations, the challenges of service delivery, and the personal fulfillment derived from genuinely helping others. Looking ahead, Gundy aspires to...

info_outline
Empowering Homeownership: Navigating Mortgages and Market Trends with Tina Bennett show art Empowering Homeownership: Navigating Mortgages and Market Trends with Tina Bennett

SYM Financial Advisors Podcast

In this episode featuring special guest Tina Bennett from Hallmark Home Mortgage, they delve into the intricacies of mortgage debt, discussing factors like interest rates, refinancing, and the importance of seeking guidance from a mortgage professional. Through an insightful conversation and practical advice, this episode empowers people to make informed decisions about their finances and homeownership. About our guest, Tina Bennett: Tina Bennett is a seasoned professional with over 20 years of experience in the mortgage industry, currently serving as a Branch Manager and Senior Vice...

info_outline
 
More Episodes

Owner of Status Go Consulting, Matt Roskuski, has over two decades of executive-level sales and marketing experience. He has worked for organizations of all sizes, from small privately-owned companies to global giants. His experience spans a diverse collection of industries including technology, telecommunications, manufacturing, consumer products, ecommerce and healthcare.

Matt's a native of Ft. Wayne and has a degree in Management from Purdue - West Lafayette. Early in his career, he spent nine years in Colorado and Southern California before returning home for good.

Seth welcomes Matt Roskuski to discuss his background in sales, marketing and consulting. Matt explains how he helps small businesses align their sales and marketing efforts to achieve better results. He shares examples of challenges he has faced when bringing different departments together. Matt also discusses how he works with companies on developing strategic plans and processes to improve productivity. The conversation provides business owners with insights on optimizing operations from an expert consultant.

"So it's really about alignment, and making sure that everything we're doing from a marketing perspective is pointed at getting that person that we want to talk to, to notice us or to engage with us, or to be aware that we exist, again, depending on where they are in the funnel." - Matt Roskuski

This week on The Owner's Corner:

  • Entrepreneurship and business growth with Matt Roskuski.
  • Career path and industry experience.
  • Sales and marketing operations consulting.
  • Aligning sales and marketing efforts for business success.
  • Marketing strategy and execution.
  • Aligning sales and marketing efforts for better results.
  • Sales training and bridging gaps in organizations.
  • The importance of customer service representatives in sales.
  • Marketing alignment and strategy for small to medium-sized companies.
  • Sales and marketing strategies with a consultant.

Our Favorite Quotes:

"From a marketing perspective, how do we find lots of that person? And that's what marketing does, right? They try to take a big group of people and find the few that are a fit potentially for what we're trying to sell them. Okay, marketing, go work your magic and get the message we agreed upon to those people that we want to talk to." - Matt Roskuski

"The individual that answers the phone at SYM is probably one of your best advocates for the company. Are they cheerful, because that's the first impression a lot of people are going to get, or even our customer service representatives, we couldn't grow and be who we are without really good people servicing the client." - Seth Whicker

"Make sure that what everybody's doing, whether it's sales or marketing, but particularly sales and marketing is pointed toward a result and an action that you want to drive." - Matt Roskuski

Connect with Matt Roskuski:

Email: mattroskuski@gmail.com

Website: https://www.statusgoconsulting.com/

About SYM Financial and The Owner's Corner Podcast

The Owner's Corner is a show for business owners. In each episode, host and financial planner Seth Whicker sits down with business owners and the professionals that serve them to talk about what it takes to build a business. Our guests come from many industries and walks of life to share their biggest wins, mistakes made along the way, and their thinking about the all-important exit planning.

Email Seth at swhicker@sym.com with questions, comments, and to schedule a one-on-one conversation.

Follow Seth on LinkedIn

Follow SYM Financial on Facebook

Subscribe here:

Apple Podcasts

Spotify

Google Podcasts

TuneIn

Amazon Music / Audible

And, if you enjoy the show, please leave a review on iTunes to help others discover the podcast.

Disclosure: Certain links above are to third-party sites and are not affiliated with SYM Financial Corporation ("SYM"). SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about SYM including our investment strategies, fees and objectives can be found in our ADV Part 2, which is available upon request.