Welcome to the TRAK Retirement Planning Blog
Helping Advisors prepare their clients for retirement since 1986.
Latest Articles
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.
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.
Growing Opportunities with Boomers in Stormy Markets
For boomers who have retired or are about to retire, market volatility is thunderous and deafening. And for boomers who thought they could squeeze into retirement a month ago, depression may be setting in.
Going Remote
Remote work is becoming more and more a necessity. The needs we had yesterday are different than the ones we have today. The world is changing like never before.
Subscribe for Blog Updates
Get our newsletters and notifications of our latest blog posts
Subscribe to our Podcast
