Grow Retire Ready Clients
Tap into the wealth of knowledge and experience of financial advisors across the country as they advance the cause of Americans entering retirement confident, educated, and prepared.
Episodes
Josh Richardson explains how discovering and adopting TRAK transformed his pension-focused retirement planning practice—from manual, Excel-based calculations to interactive, professional, and efficient client meetings that drive better understanding and higher sales. He describes how TRAK has become a required core tool for his team at Sterling National Financial Group, significantly improving client experience, referrals, and his ...
Russell Telfer, a financial advisor based in Denver, discusses his career journey in financial planning, focusing on public employees like teachers and first responders. He highlights how adopting the TRAK financial planning software transformed his client interactions. The conversation showcases the importance of technology in modern financial planning and how the right tools can enhance client relationships and business productiv...
Nancy Zhang, from State Pension Advisory out of Sacramento California shares her passion and heart for helping university employees and those in the 403b market by giving them the information they need to succeed in retirement. Listen in as he shares her strategy for battling client skepticism and her success in her pursuit of growing her business to all fifty states.
Lindsay Waltower shares his passion for working with 403(b) participants and some key fundamentals of using TRAK while engaging clients. Lindsay is with Sovereign Retirement Group out of Atlanta Georgia and has over 20 years of experience in the business.
Matthew Monroe, an LPL Advisor from Syracuse, NY discusses the joys of managing 401(k) plans and working with participants. He shares his passion and keys to the growth of his business through participant education, stating "small streams make a big river."
In this exciting new podcast hear how Wade's Murphy's simple mission has not only changed their company name but impacted how they reach and interact with clients and ultimately grown their business. Wade Murphy has over 30 years of experience in the 403b space and has valuable advise on how to differentiate yourself in this niche market.
In this follow-up interview hear how Eric Stevens continues to grow his business in the 403(b) market post Covid with virtual meetings, an integrated benefit analysis, and a passion for relating to teachers where they are at.
Listen in as Sharon Pivirotto shares with us strategies and insights for getting started and succeeding in the 401k market. Also learn about Sharon's website 401kBestPractices.com and the excellent resources it has to offer. Sharon is a veteran with 25+ years experience in the finance business. She has a passion for research and helping advisors in the 401k marketplace.
Listen in as Richard Nevins shares the value of listening, keeping it simple and personable to grow your business in the 403(b) marketplace. Richard Nevins is a successful advisor with 14+ years of experience out of DeSoto Texas.
Listen in as we are excited to welcome back Jonathon Schultheiss, Managing Director with Strategic Retirement Partners out of Greensboro, NC. In this podcast hear Jonathon's passion as he shares how to bring value to employee education and some key insights to being successful in the 401k marketplace.
Hear how Galen Mizuguchi shifts his focus amidst the pandemic to reach teachers in Hawaii and grows his business by sharing his appreciation and building trust.
In this podcast Ed Dressel interviews Cassie Knight, founder of Fed Options out of Nashville, Tennessee. Cassie shares some of her insights on the complexities and misunderstandings of the federal plans along with an opportunity her company can provide to advisors working in the federal marketplace.
In this podcast we interview Tom Walker, founder of Walker Capital Preservation Group, Inc. out of North Carolina where they strive to educate and empower today's federal employee to maximize their retirement through proper positioning and seamless coordination of their federal benefits and personal assets. We are excited to have him share some of his insights on growing a thriving retirement counseling business in the federa...
In this podcast we are excited to interview Don St Clair with St Clair Financial as he shares his insights on the power of the paycheck illustration in financial planning.
Don St Clair is a successful financial planner out of Norther California. He has been in the business since 1991. He started off in the 403(b) marketplace and later found his niche with small business owners.
Alberto Gaglianese is a financial planner for Lincoln Investment, based out of Fort Washington, Pennsylvania. He has had a successful practice in the 403(b) and the 457 marketplace since 1986. Listen in as Alberto shares his experience on helping clients reach their retirement goals and growing a thriving practice.
Deann Cross is Chief Operating Officer at Integrity Financial Corporation. She has over 20 years of experience in the financial service industry and helping others reach their wealth management goals. Listen in as she shares some of her experience of how not to overwhelm and add stress to a client but encourage them as they pursue retirement readiness.
Terry is an Associate Director RICP - Retirement Income Certified Professional at Transamerica out of Columbus Ohio. He has 12 plus years in finance and leads a team of 15 other advisors. Listen in on some of his pro-tips for web calls, building trust, and helping clients reach retirement readiness. Also, check out his non profit Educational Retirement Advisors, whos goal is to get every teacher in front of a fiduciary advisor, an...
Jim Westrum is the executive director of finance and business with the Wayzata Public Schools located in Minneapolis St. Paul, Minnesota. His primary role is to act as the district's CFO and assist in making sure that they are aligned with their mission and vision when looking at employee compensation strategies. Jim has had success with TRAK while working with collective bargaining to educate, bring clarity and ultimately buy...
Charlie is the principal of Epstein Financial Services, an independent RIA providing corporate retirement plan consulting, as well as wealth management services in East Lyme Meadow, Massachusetts. He has more than 40 years of experience in the financial services industry and is the founder of the 401(k) Coach Program. He is the Author of “Paychecks for Life: How to Turn Your 401(k) into a Paycheck Manufacturing Company” and “Save ...
Jane Hagen is the Senior Vice President, Director of Retirement Plans & Senior Relationship Manager at Tri-Star Trust Bank out of Michigan. With over 25 years experience in banking and trusts/investments directly related to employee benefit plans and personal trust accounts she is a veteran in the 401(k) market. In this podcast she shares some of her creative and profession tips on engaging plan sponsors, running successful ann...
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