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 and engage participants, it has become a cornerstone of the services they provide. He shares some of their processes of working with participants, plan sponsors, and how it makes a difference in how they are received by potential prospects.
Simple reports that make a difference
Experience TRAK for yourself with a free trial!
Chat About Grow Retire Ready Clients
Popular Podcasts
Crime Junkie
If you can never get enough true crime... Congratulations, you’ve found your people.
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.
Fake Doctors, Real Friends with Zach and Donald
You know what's long, tedious and boring? Surgery. You know what isn't? This new podcast! Join Scrubs co-stars and real-life best friends Zach Braff and Donald Faison for a weekly comedy podcast where they relive the hit TV show, one episode at a time. Each week, these BFFs will discuss an episode of Scrubs, sharing behind-the-scenes stories and reminiscing on some of their favorite memories from filming. They’ll also connect with Scrubs super fans and feature beloved show cast members for exclusive interviews.