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!
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.
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.
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
New 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 firstname.lastname@example.org.
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.