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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.
Jul 14, 2020
Jim Westrum | Wayzata Public Schools ISD 284
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-in from employees. With his position, and not being an agent himself, he brings a different perspective to 403(b) advisors.
Jun 23, 2020
Charles Epstein | Epstein Financial Services
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 America, Save! The Secrets of a Successful 401(k) Plan”. He is highly influential in the 401(k) industry. In this Podcast you will hear powerful insight for engaging the 401(k) market as Charlie shares myths people have about retirement and their money, opportunities advisors have amidst the COVID-19 crises, and what can set you apart as we come though this crises.
May 26, 2020
Jane Hagen | Tri-Star Trust Bank
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 annual participant meetings and growing assets under management.
May 12, 2020
Adam San Juan & Kristen Abell | Ameritas
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 client relationship management. In this podcast hear pro-tips on navigating obstacles for success, getting hired, and differentiating yourself in the 401(k) market. *Simple reports that make a difference* *Experience TRAK for yourself with a free trial!*
Apr 28, 2020
Eric Stevens | Clarity Financial Advisors
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!*
Apr 21, 2020
Ann Vanderslice | Retirement Planning Strategies
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 in reaching their retirement goals. *Simplify Complex Federal Retirement Plans* *Experience TRAK for yourself with this Free Trial*
Apr 7, 2020
Shawn McCoy | Federal Employee Benefits Advocates
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 trainer and how he brings clarity to a complicated retirement system. *Simplify Complex Federal Retirement Plans* *Experience TRAK for yourself with this Free Trial*
Mar 17, 2020
Steve Wylam | Shepherd Financial
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!*
Feb 11, 2020
Kevin Hocker | Federal Benefits Group
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 lives. *Simple reports that make a difference* *Experience TRAK for yourself with a free trial!*
Jan 21, 2020
Alex Dancy | Saxony Securities
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 ones--the Fidelitys, the Empowers, John Hancocks, the Cunas, Mass Mutual, Trans America, you name it. No one has this software and it's software that requires precise data because you have to go into the payroll, but once you get that, it's worth its weight in gold. So I would encourage other advisors to start using that as part of their practice and make time for it."
Jan 7, 2020
Marc & Michelle Lippincott
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 through Ministry Partners Securities LLC, a registered broker dealer, investment advisor and member of FINRA, SIPC. Lippincott Financial & Insurance Services is a DBA operating through Ministry Partners Securities LLC.
Dec 3, 2019
James Brewer | Envision Wealth
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.
Nov 5, 2019
Joe Williams | CSi Advisory Services
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.
Oct 22, 2019
Bob Newton & Michelle Cannan | Beltz Ianni & Associates
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 guidance or tax or legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation. In no way does advisor assure that, by using the information provided, plan sponsor will be in compliance with ERISA regulations. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.
Oct 22, 2019
Jonathon Schultheiss | Gate City Advisors
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.
Oct 22, 2019
Gerald Wernette | Rehmann
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.