Endeavor Retirement Announces New Head of Advisor Success, Christine Masoni
Christine Masoni brings a wealth of experience in the financial services industry. In her new role, Christine will focus on building strong relationships with advisors, providing support and implementing effective strategies to ensure their success with their plan sponsor clients, and helping them to build effective participant relationships.
“We are thrilled to welcome Christine to the Endeavor Retirement family,” said Bonnie Treichel, Founder and Chief Solutions Officer of Endeavor Retirement. “Her expertise and leadership will be invaluable as we continue to grow and support advisors in delivering top-notch services to plan sponsors and participants. Christine and I met years ago when I was an advisor, and she was working at a national recordkeeping firm. This is a true success story of why it’s important to nurture your network. Years later, I am thrilled to land such an important partner in Christine.”
Partnering with industry expert and veteran Nevin Adams, now Chief Advisor Strategist at Endeavor Retirement, Christine and Nevin make a dynamic duo supporting advisors. Under Treichel’s leadership, the team looks forward to continuing to support new plan growth and enhance advisor solutions. Some of their key resources include the proprietary advisor coaching series featuring tools such as sample committee meeting minutes, comprehensive guides, presentations, and more for plan sponsor meetings – in addition to the ERISA help desk and a series of participant-facing education resources that the team will continue to add to in the coming months.
About Endeavor Retirement: Endeavor Retirement focuses on simplifying retirement plan governance for advisors and plan sponsors. Their mission is to empower advisors to help plan sponsors and participants maximize savings for a successful retirement by offering a wide range of services – from ongoing advisor support to tools and resources. With a team of highly skilled professionals and a client-centric approach, Endeavor Retirement is committed to helping advisors, plan sponsors and American workers achieve their retirement goals.