Break Away from the Herd with Nevin Adams | Decoding Growth | EP106

Decoding Growth

Welcome to Decoding Growth, where unfiltered conversations and bold ideas are reshaping the future of retirement. In this episode, hosts Lisa Kottler and Will Prest sit down with legendary industry voice Nevin Adams to explore how innovation, regulation, and human behavior intersect in retirement—and where the industry must go next.

Nevin shares candid insights on fiduciary risk, the evolving role of AI, financial wellness, and the human side of innovation. Packed with wisdom, humor, and real talk, this conversation challenges old assumptions and inspires fresh thinking about what’s possible in financial services.

⏱️ Timestamps

00:00 – Welcome to Decoding Growth

00:37 – Why challenge the status quo matters in retirement innovation

02:24 – Introducing Nevin Adams: a voice of reason and change

03:16 – The legal lens: how regulation shapes progress

07:15 – AI and the future of retirement services

10:08 – Guardrails, compliance, and the evolution of trust in AI

13:16 – Personalization and financial wellness at scale

15:47 – Generational shifts and comfort with digital tools

18:14 – Convergence and new business models

21:12 – The real fear around money and financial conversations

23:16 – Underappreciated ideas and the future of access

27:13 – Retirement income, defaults, and the language of innovation

31:01 – Education gaps and financial literacy challenges

33:28 – Connecting technology, trust, and incremental learning

35:01 – How to bring innovators and legacy institutions together

37:19 – Where the industry should focus next

40:19 – Improving access, participation, and outcomes

45:22 – Making retirement transitions easier and smarter

49:00 – Nevin reflects on impact, influence, and legacy

53:46 – The kindest lessons and leaders who shaped his path

57:39 – Closing thoughts: why this work truly matters

58:13 – Subscribe and stay connected with Decoding Growth

🎙️ About the Show

Decoding Growth goes beyond the headlines to reveal the strategies, partnerships, and technologies transforming retirement. Each episode brings together voices driving change and creating a more innovative, inclusive future for the industry.

👉 Subscribe for more conversations that challenge convention, inspire leadership, and spark real growth.

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