Grow Retire Ready Clients
Episodes
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...
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 planning and cl...
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 ...
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.
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Shawn McCoy is the owner of Federal Employee Benefits Advocates, an educational company for both financial advisors and federal employees based out of Louisiana. With over 20 years as an advisor and being successful in the federal market place for about a decade now, he has a wealth of knowledge on navigating the obstacles and seizing the opportunities that come with this market. In this podcast get a glimpse of what he offers as a...
Steve Wylam, CFP®, AIF®, is one of the founding partners of Shepherd Financial. He has worked exclusively in the financial services profession throughout his career, serving both wealth management clients and corporate retirement plan trustees and participants. A majority of Shepherd Financials $2 billion in assets is from corporate retirement plans, serving around 32,000 participants.
With ten years of using TRAK to produce reports...
Kevin Hocker exclusively works within the federal market. With over 8,000 one on one meetings with federal employees, he brings a wealth of knowledge to our podcast. He stresses the importance of education when it comes to helping people understand their benefits and their overall retirement outlook. Hocker shares how he interacts with clients, some of the challenges he faces, and what he sees as difference makers in people's l...
Alex Dancy is the managing director with Saxony Securities. He has been in the business since 2003 and has built his practice up to managing 31 companies. His book of business is over 100 million dollars, with average plans around 3 million dollars and 75 participants.
When asked what he would tell an advisor who hasent heard of RetireReady Solutions Alex says, "I work with 18 different record keepers. You know, all the big one...
Marc and Michelle Lippincott are a husband and wife team out of Tulare California. With 20 years of experience, a majority of their business is in the 403(b) space. In this episode they speak to the challenge of finding new clients, how TRAK helps them in reaching teachers, and some of the processes they have used in building a successful business.
Representatives are registered with and offer securities and advisory services throu...
James Brewer, CDFA, AIF, CFSLA, CFP® is the founder of Envision Wealth Planning and is regularly featured in the media for his financial expertise and support of socially responsible investing. In this episode he explores the ways he engages his clients, giving helpful examples and a glimpse into how he uses RetireReady Solutions to educate and prepare people to retie ready.
Securities offered through LPL Financial, member FINRA/SIPC. Investment advisory services offered through CSi Advisory Services, a registered investment advisor and separate entity from LPL Financial.This information is not intended as authoritative guidance or tax or legal advice.
Bob Newton and Michelle Cannan share how their focus on Plan Sponsors and participant education lead to considerable growth in deferrals with those they had the opportunity to meet with. Beltz Ianni & Associates experienced a 16% increase in deferrals in 2016, 26% increase in 2017, and a 40% increase in 2018.
This information was developed as a general guide to educate plan sponsors, but is not intended as authoritative guidanc...
As head of corporate retirement plans, Jonathon Schultheiss shares how their 401(k) management feeds into their wealth management services. He highlights the success they have had with participants and plan sponsors, particularly through the use of TRAK's one page Gap Analysis Report.
Gerald Wernette draws upon 35 years of experience at Rehman to share how they have used TRAK to distinguish themselves from competitors. He shares stories and strategies of how they justify higher fees that are valued by plan sponsors and trustee members.