Rewrite your practice growth playbook. Hosted by Dan dal Degan—known to many as Triple D—this bi-monthly podcast pulls back the curtain on what it takes to thrive as a corporate retirement plan advisor in an increasingly tech-centric business world. As a former powerhouse sales leader at Salesforce and Oracle, now sitting on the board of Great Gray Trust’s holding company, Dan’s sales experience and curiosity provoke compelling conversations with top advisors. Each episode of ‘Gray to Great’ focuses on the crucial parts of the business that often get overlooked: prospecting, referral business, challenger selling, client service, tech adoption, and cutting-edge marketing tactics. This is where the playbook is rewritten, offering listeners sharp, actionable insights that go beyond investing to fuel lasting growth and success. Tune in to learn the strategies that separate the leaders from the pack—because in sales, there are no gray areas.
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Contact path
Verified email
Booking probability
30%
Guest openness
Selective
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Signup to Generate a PitchRewrite your practice growth playbook. Hosted by Dan dal Degan, known to many as Triple D, this bi-monthly podcast pulls back the curtain on what it takes to thrive as a corporate retirement plan advisor in an increasingly tech-centric business world.
Recent episodes include "21. Detaching from the Outcome: Greg Cantone on Resilience, Communication, and What Really Drives Success" (6 October 2026, 26 minutes), "20. Private Markets, A Year Later: Charlotte Hickey and Josh Anderson on What Has Changed and What Hasn’t" (13 September 2026, 21 minutes), and "18. Many Advisors Talk About Culture, Bryan Farwell and Jesse Hernandez Actually Built It" (5 August 2026, 32 minutes).
Gray to Great publishes roughly monthly, with episodes averaging 26 minutes across 21 episodes.
Booking probability for Gray to Great is 30%, and the host is rated Selective on guests. Gray to Great requires a Pod Score of 80 or higher. Gray to Great's contact route on record: verified email.
The strongest fits for Gray to Great are Investing & Wealth Management. Gray to Great has a business audience.
Gray to Great is a business podcast with 21 episodes published.
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
Gray to Great
Dan Dal Degan sits down with Greg Cantone, Managing Director of Retirement Solutions at Citizens Private Wealth, for a conversation that is as much about mindset as it is about the business. Greg spent twelve years...
Gray to Great
A year ago, Charlotte Hickey of BlackRock and Zachary Rosenoff of Marsh McLennan Agency joined Gray to Great for a conversation about private markets in defined contribution (DC) plans. In this follow-up episode, host...
Gray to Great
Many advisory teams are built around a book of business. Bryan Farwell and Jesse Hernandez built theirs around a belief. In Episode 20 of Gray to Great, the partners at Prevail Innovative Wealth Strategies join host Dan...
In this episode, Michaela Scott, Principal and Founder of Strategic Retirement Benefits Group and RPAG Council Member, shares her inspiring journey of becoming a leading and award-winning retirement plan advisor...
<p>In this episode, Dan Dal Degan speaks with Andrew Mirolli, co-founder of buyAUM, about the unique challenges and opportunities faced by financial advisors, particularly in the context of succession planning and...
<p>In this episode of Gray to Great, Dan Dal Degan speaks with Mark Forbes of Strategic Retirement Partners about helping participants cross the retirement finish line with confidence. Mark draws on more than 30 years...
Gray to Great
<p>In this episode of Gray to Great, Doug Bermudez, Managing Director at Strategic Retirement Partners, joins Dan Dal Degan to discuss the role clear communication plays in improving retirement outcomes for plan...
Gray to Great
<p>In this episode of Gray to Great, Kristine Meyer of Stiles Financial Services joins Dan Dal Degan to explore what adaptability looks like as workforce demographics continue to shift. She discusses the importance of...
<p>In this episode of Gray to Great, Dan Dal Degan interviews Scott Colangelo, chairman of Prime Capital, discussing his journey from starting at Edward Jones to establishing the first RIA in Kansas. Scott shares...
<p>In this episode of "Gray to Great," host Dan Dal Degan and guest Lloyd Engleman, a Managing Director of Alkeme Financial Services of Accelerate Retirement, discuss the intricacies of scaling efficiently as a...
<p>In this episode of "Gray to Great," Dan Dal Degan speaks with Steven Puckett, Managing Partner of Fiduciary Pension Partners, about the evolving landscape of corporate retirement planning. They discuss the importance...
Gray to Great
<p>In this episode of "Gray to Great," Dan Dal Degan interviews Phil Senderowitz, a 2025 Plan Advisor of the Year in the Covering the Gap category, focusing on the importance of providing retirement solutions for small...
<p>This episode is the second of a two-part special edition of the Gray to Great podcast, dissecting private assets in defined contribution plans with 2 special guests: Zachary Rosenoff, Director of Investments at Marsh...
<p>This episode is the first of a two-part special edition of the Gray to Great podcast, dissecting private assets in defined contribution plans with 2 special guests: Zachary Rosenoff, Director of Investments at Marsh...
<p>In this episode of "Gray to Great," host Dan Dal Degan is joined by Rick Unser, a managing director at Creative Retirement Planning Services. They discuss Rick's career journey, focusing on his specialization in...
<p>In this episode of "Gray to Great," Board Member of the Great Gray Group and host, Dan Dal Degan, is joined by Virginia Ryan, a plan advisor with 401(k) Plan Professionals in the Twin Cities. Virginia shares her...
<p>Summary </p><p>In this conversation, Dan Dal Degan (Board Member of Great Gray Group) and Holly Knight (Director of Retirement Services at Alera Group) discuss the impact and role of AI in financial services...
Gray to Great
<p>Summary: In this conversation, Burak Alpaslan and Dan Dal Degan discuss the importance of educating clients and how that builds a trusted relationship. </p><p>They explore topics around the strategy and playbook...
<p>Discover the power of authenticity and human connection in sales with Renee Scherzer.</p><p>Summary: In this episode of "Gray to Great," host Dan Dal Degan has a value-packed conversation with Renee Scherzer, Senior...
Gray to Great
<p>In this episode, Sean Kelly, Vice President at Heffernan Retirement Services, shares practical tips to deepen connections with clients and prospects. Sean reminds us, “Hopes, dreams, fears, and goals in personal life...
Recent guests on Gray to Great. Study who booked and why before you pitch.
Manager of Safety, Security, and Emergency Management, International Alliance for the Protection of Parrots
Director of Retirement Services at Alera Group, Learn, Grow, Thrive
software engineer, NASA scientist, JPL consultant, Plone committer, Python hacker, Apache Software Foundation member, California State University, Channel Islands
BlackRock
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