Bonnie Treichel: Resilience and Innovation in Small Business Leadership

Step into the Pivot

What does it take to transition from working at a Registered Investment Advisory firm to founding your own consultancy and law practice? From navigating a difficult business partnership to launching her consultancy with a single client during a global pandemic, Bonnie reveals her passion for transforming the retirement plan industry and her determination to build a scalable platform for advisors. Her story is a testament to tenacity and vision.
Discover the essentials of brand authenticity and the pivotal role of adaptability in small business success. Hear about strategies such as maintaining focus on core goals, depersonalizing feedback, and the advantage of having a supportive network, including a business coach. We reflect on the significant opportunities that have emerged from building Endeavor and share key insights on embracing change with confidence and sincerity. Don’t miss this episode packed with invaluable advice for aspiring entrepreneurs and small business owners.
GUEST BIO:

Bonnie Treichel is the Founder and Chief Solutions Officer of Endeavor Retirement, a consulting firm dedicated to solving problems for plan sponsors, advisors and service providers in the retirement plan industry. Her unique experience as an ERISA attorney and advisor helps her bring governance solutions for day-to-day issues that are an inevitable part of running a successful retirement plan. Bonnie is also a Partner at Endeavor Law, a firm dedicated to supporting the ecosystem of financial services with their retirement plan-related decisions, documentation, compliance, regulation and litigation.

As a thought leader on retirement plan governance issues, Bonnie has been quoted in publications such as The Wall Street Journal, InvestmentNews, 401(k) Specialist, Ignites, PlanAdviser, NAPA Net Daily, and Journal of Pension Benefits. She is an active member of the American Retirement Association and has served in various leadership roles as well as the American Bar Association’s Tax Division where she is on the Lifetime Income Committee. She was awarded InvestmentNews 40 Under 40 in 2023, the ABA’s On the Rise - Top 40 Young Lawyers Award in 2022. She is also a member of the Women in Pensions Network, the State Bar of California, and is a current advisory board member of RISA, LLC.

When she isn’t working on retirement plan issues, Bonnie enjoys traveling, spending time with her golden retrievers, Sadie and Sunny, running, riding her bike and volunteering for Make a Wish.

Connect with Bonnie:
mailto:[e-mail]
endeavor-retirement.com
@btreichelesq
LinkedIn: https://www.linkedin.com/in/bonnietreichel/

Connect with Theresa and Ivana:

Websites:

Theresa, True Strategy Consultants: https://tsc-consultants.com/

Ivana, Courageous Being: https://www.courageousbeing.com/

Instagram:

Ivana: https://www.instagram.com/courbeing/

Theresa: https://www.instagram.com/tscconsultants/

LinkedIn:

Step into the Pivot: https://www.linkedin.com/showcase/step-into-the-pivot/

Theresa: https://www.linkedin.com/in/tree-conti/

Ivana: https://www.linkedin.com/in/ivipol/

Chapters

1. Building a Small Business With Grace (00:00:00)

2. Building Brand Authenticity for Small Businesses (00:12:10)

3. Step Into the Pivot (00:22:08)