Welcome to the TRAK Retirement Planning Blog
Helping Advisors prepare their clients for retirement since 1986.
Latest Articles
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.
Key Elements to an Effective Virtual Meeting – Part IV
The sad reality is that the more material I have read online about participant education, the more confused I have become about what participant education should be. Click the link to read more about good participant education.
Key Elements to an Effective Virtual Meeting – Part III
How can we communicate with clarity? Knowing where participants are today is critical, and having concrete steps to move forward allows them to make better decisions.
Key Elements to an Effective Virtual Meeting – Part II
Engagement with Americans in retirement readiness has never been easy. And COVID-19 restrictions have made many meetings virtual, which makes engagement even harder. That’s why it’s essential to follow the fundamental principles of engagement.
Key Elements to an Effective Virtual Meeting
Every professional athlete practices the basics. We may think we have the basics down, but it is always important to practice. Here are seven items to focus on as you consider the basics of an effective virtual meeting.
Getting a Clear Picture of Retirement
How to get a clear picture of your retirement? Read more to learn how advisors that use TRAK online has the tools and resources they need to provide the clear picture you are looking for in retirement.
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.
Thinking of Creating Your Own Software?
“We’re thinking we’ll create our own software,” a prospective client told me recently. I sighed, partly because I might lose a sale, but more so because I am well aware of the difficulties of developing your own software.
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