Helping Advisors prepare their clients for retirement since 1986.
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.
For better or for worse, knowing why something is a certain way can make a world of difference in how we approach it. As advisors, understanding why can help us address our clients’ questions.
At the 2019 DC Genie Awards, 401kTV named RetireReady Solutions® the FinTech winner of the Employee Communication Award. Recognizing excellence and innovation in the 401(k) industry, specifically for providing tools for advisors and plan sponsors to engage employees in their retirement journey.
Americans know a lot. We have all the data to know that physical exercise is important, nutritious diets improve our health, distracted driving is a bad choice, and saving for retirement when we are younger is a great idea. However, roadblocks (often in the form of fear and uncertainty) frequently prevent us from acting on all that information.
Advisors in the micro plan space received higher marks for their ability to build relationships with clients and provide group or one-on-one participant education.
Successful advisors actively engage participants and clients by understanding and addressing their specific circumstances. This approach prepares advisors to grow their businesses and prepares participants for retirement readiness. Find out how TRAK can help you achieve this individual approach.
Get our newsletters and notifications of our latest blog posts
