Jim Robison, Managing Director Great Lakes, was recently interviewed by Ross Marino with 401k Specialist Magazine. Take a look into what has shaped him into an elite 401k advisor with over 25 years of experience. “What worked best was taking the time to learn from others in the retirement plan consulting arena and to gather observations and learn wisdom form them that is usually easily transferable to my own situation”, he explains. Get to know some of Jim’s professional and personal routines, from skills that are essential for advisors, to how he refreshes himself by working on the family farm.
Click here to read the full interview with Jim Robison.
Click here to register for 2019 – What’s in Store For the Year Ahead?
Thursday, January 31st
at 11:00 AM ET / 10:00 AM CT / 9:00 AM MT / 8:00 AM PT
We hope that you will join us for our first webinar of 2019. Robert Wagner (Chief Investment Officer for
SRP) and Jim Robison (Managing Director, Great Lakes) will share a review of 2018 and the major
financial trends expected for 2019.
If you are interested in the impact of Government Shut Down and Political Turmoil, Trade Conflict, Fed
Policy, and the overall Economy then this is a can’t miss webinar.
Strategic Retirement Partners (SRP), one of the leading retirement plan aggregators in the US, announced today that White Oak Advisors, LLC has joined its team. This closes out a banner year for growth, with SRP’s advisors in 17 offices consulting on over 750 plans totaling assets of $11 billion.
Jim Robison, Founder of White Oak Advisors, LLC and SRP’s new Managing Director, Great Lakes, states: “We are thrilled to be joining Strategic Retirement Partners! Ric Clouse and I have known many of the Managing Directors for a number of years and have noted the national depth and breadth of consulting capabilities, dedication to the ongoing improvement in participant and plan sponsor outcomes, the scope of operational support for our office and clients, a strong cultural alignment and, most importantly, the strength of character of our co-owners.”
The White Oak team adds eight new colleagues to SRP’s ranks, including Jim Robison and Ric Clouse who will be Managing Directors in the Great Lakes region.
“White Oak Advisors has grown from a true start-up in 2004 to a firm providing consulting and advisory services to Plan Sponsors who have in excess of 70,000 Employees and $3.5 billion assets in their respective Plans,” said Jim Robison, Managing Principal for White Oak Advisors, LLC. “We have enjoyed our client relationships and the fulfillment of the services provided yet have observed a need for greater bench depth in certain service areas. Being with SRP addresses the team-depth challenges and allows us to work within a collegial, Managing Director owned environment in-which collaboration is encouraged and occurs.”
SRP’s Managing Partner, Jeff Cullen, shared, “We are extremely fortunate to have Jim, Ric, and the entire White Oak team on board with SRP. They have evolved their decades of retirement plan experience into a repeatable process that uniquely equips their clients to take their plans from an additional corporate expense into an optimized asset that can help facilitate corporate strategy.”