RetireReady Solutions Blog

Grow Retire Ready Clients Podcast

by Ed Dressel | Oct 22, 2019 | Financial Advisors, Podcasts

Retire Ready is starting a Podcast

After 33 years of developing retirement planning software, answering support calls, attending trade shows, developing updates, and designing new tools, we thought it was time to start sharing many of the amazing stories we have encountered. Our passion to provide top of the line sales and planning tools is fueled by the knowledge that our software makes a difference in the lives of the clients you serve! Enter the Retire Ready Podcast.

Tune in to the wealth of knowledge and experience of financial advisors across the country as they share success stories, strategies, and the opportunities they have had to improve retirement outcomes and grow retire ready clients. Our “Grow Retire Ready Clients” podcast launched with three episodes with guests who specialize in the 401(k) space. Listen to a brief sound bite from each interview below.

UPDATE 2/24/2020:To find our full list of Episodes go to our “Grow Retire Ready Clients” podcast site.

Podcast Episode 1

As head of corporate retirement plans, 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.

Podcast Episode 2

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

Podcast Episode 3

Newton and Cannan share how their focus on plan sponsors and participant education lead to considerable growth in deferrals with those the company 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.

New podcast episodes will be released the first Tuesday of every month. If you have a success story of your own that you would like to share with our listeners please email support@retireready.com.

Download a Free Trial of our TRAK Software Today!

Free Trial

← Previous Article Next Article →

Subscribe for Blog Updates

Get our newsletters and notifications of our latest blog posts

Zoom

Article Topics

Subscribe to our Podcast

Puzzle Parts and Retirement

When I worked with high schoolers, one of my favorite games had them divide into three teams and then compete to solve a puzzle. But there was a twist: One team had the correct box cover, another team did not have a cover, and the third team had the wrong cover. The outcome was predictable. The...

Tips for Matching a Paycheck in TRAK and TRAK-Online

TRAK’s Matching Paycheck Tool is available in both TRAK and TRAK-Online, this is a powerful calculator because when configured correctly you can match a client’s paystub, often down to the penny.

Helping Your Clients Not Walk Away From Their Money

A few years ago, my wife went to a garage sale and bought a box of old books for $25. She came home as excited as I had ever seen her. Why? One of the books was a 1831 edition of The Federalist Papers. We searched online and were thrilled to see an estimated value of $500. Those poor sellers had...

Adapting Fee Structures to Meet Shifting Investor Expectations

Are you one of the 52% of advisors who have changed their fee structure within the past four years? Research from the SEI Advisor Network has revealed a notable shift in the attitudes of both advisors and consumers.

Can your clients afford their kids’ college education?

Retirement isn’t the only thing for which many families are saving; many are also trying to save for their children’s future college expenses. Faced with the need to save for retirement and the desire to save money to help defray soaring college expenses, many families are feeling overwhelmed. If...

Good Information or a Good Ear?

Why are Americans not engaging financial advisors more readily? If helping individuals were a matter of having extensive information and sharing it with those who are less informed, advisors would be in a great position to help Americans. While this question is simple, the answer is complex.

What’s the Value of Financial Advice?

Agreeing on the value of financial advice may seem easy given the wealth of information available on the internet. Yet the findings of a recent Morningstar survey reveal ample opportunities for advisors and investors to get on the same page.