Grow Retire Ready Clients Podcast

by | 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

Ironmans and Financial Advisors

Recently I finished a Half Ironman Triathlon in St. George, Utah. It was a great race: swimming 1.2 miles, biking 56 miles, and then running the half-marathon, 13.1 miles. That’s 70.3 miles in total! The elevation gain of just over 4,400 feet had me contemplating quitting. At times, it felt like torture. But I finished, and for me, I finished well, just 26 seconds shy of six hours. I was thrilled! I exceeded my expectations on a very tough course.

Connecting Your Clients to the Data

When advisors help clients connect to the data, both historically and in their daily context, they will deepen the client’s understanding and instill confidence to move forward. What’s more, helping clients connect to the data is an important aspect of fiduciary education.

Secret to Better Client Engagement and Fiduciary Relationships

How do you feel when a client doesn’t take your advice? You clearly presented and explained everything to your client, only to hear “OK, let me think about it.” Simply put, you will win over more of your clients when you focus on engagement and education.

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.

Simple is Hard

Helping people get engaged in their retirement planning is much easier than you might think—you just have to keep it really simple. Getting clients motivated about retirement when they are young, well before age 85, can become a passion as well.

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.

Putting Clients in the Driver’s Seat

I have interacted with advisors who are experiencing success, I have noticed one key difference in their approach: they put their clients in the driver’s seat. Allow the client to drive the solutions you provide them for success.