Grow Retire Ready Clients

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

August 13, 2024 25 mins
Mark as Played

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."   

Mark as Played
January 9, 2024 36 mins

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. 

Mark as Played

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. 

Mark as Played
November 11, 2022 17 mins

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.  

Mark as Played

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.  

Mark as Played

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. 

Mark as Played

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. 

Mark as Played
December 14, 2021 13 mins

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. 

Mark as Played

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...

Mark as Played
August 9, 2021 19 mins

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. 

Mark as Played

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. 

Mark as Played
May 4, 2021 13 mins

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. 

Mark as Played
November 10, 2020 18 mins

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...

Mark as Played

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...

Mark as Played

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 ...

Mark as Played
May 26, 2020 21 mins

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...

Mark as Played

Adam San Juan is the Regional Sales Director at Ameritas for the greater Detroit area. With over 20 years of experience helping financial advisors and TPA’s to establish 401(k) retirement plans for their small business clients and prospects.

Kristen Abell is a Regional Client/Relationship Manager at Ameritas with over fifteen years of professional experience in the Financial Services industry, focusing on retirement plann...

Mark as Played

Eric Stevens is the National Educators Association (NEA) retirement, specialist at Clarity Financial Advisors in Mill Creek, Washington. In this podcast, he shares his passion for working with teachers and how he has found success amidst social distancing in the 403(b) market.  

Experience TRAK for yourself with a free trial!

Mark as Played

Ann is an experienced advisor, sought after trainer, and SEO of Retirement Planning Strategies based in Denver, Colorado. With over 18 years working with federal employees and their complex retirement plans, she shares some of the obstacles, key insight, and strategies of her success working within this niche market. Like, the crucial shift in how she uses TRAK that not only has her business growing but her client's engagement...

Mark as Played

Popular Podcasts

    Ding dong! Join your culture consultants, Matt Rogers and Bowen Yang, on an unforgettable journey into the beating heart of CULTURE. Alongside sizzling special guests, they GET INTO the hottest pop-culture moments of the day and the formative cultural experiences that turned them into Culturistas. Produced by the Big Money Players Network and iHeartRadio.

    2. Dateline NBC

    Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations.

    3. Crime Junkie

    If you can never get enough true crime... Congratulations, you’ve found your people.

    4. Stuff You Should Know

    If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.

    5. The Clay Travis and Buck Sexton Show

    The Clay Travis and Buck Sexton Show. Clay Travis and Buck Sexton tackle the biggest stories in news, politics and current events with intelligence and humor. From the border crisis, to the madness of cancel culture and far-left missteps, Clay and Buck guide listeners through the latest headlines and hot topics with fun and entertaining conversations and opinions.

Advertise With Us
Music, radio and podcasts, all free. Listen online or download the iHeart App.

Connect

© 2024 iHeartMedia, Inc.