RetireReady Solutions Blog

Welcome to the TRAK Retirement Planning Blog.

Connecting Your Clients to the Data

August 28, 2017 by Edward Dressel -

In previous posts (including here and here) we have talked about motivating clients through engagement and education. One hurdle many advisors face, even in an engaging educational process, is connect their clients to the data. This often occurs in two ways:

The Secret to Better Client Engagement and Fiduciary Relationships

August 21, 2017 by Edward Dressel -

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.”

Best Interest Transparency

June 26, 2017 by Edward Dressel -

Despite the obvious need for financial help, many Americans are hesitant to meet with a financial advisor or, if they do meet with an advisor, fail to act on the advice provided to them. Why this dichotomy? If people know they need advice, why do they fail to seek it or to act on it when given?

Fiduciary Tech Helps Serve Clients' Best Interests

June 19, 2017 by Edward Dressel -

The merry-go-round surrounding the fate of the fiduciary rule took another turn as Labor Secretary Alexander Acosta announced that the agency would not extend the delay of the rule any further. Specifically, on June 9th, the impartial conduct standards came into effect and the fiduciary standard was extended to all advisors working with...

Slow Death of DOL Rule? TRAK Still Helps Advisors Build Trust

April 05, 2017 by Edward Dressel -

Yesterday, the Department of Labor announced a 60 day delay for the implementation of the fiduciary rule. This decision moves the implementation date from April 10 to June 9. While this is only a delay and not a repeal of the rule, the delay was the give the DOL time to comply with President Trump’s executive order to re-examine the rule and...

TRAK and the Fiduciary Rule

June 06, 2016 by Edward Dressel -

The Department of Labor dropped a regulatory bomb on the financial services industry on April 6th. Regardless of how the dust settles regarding the true impact of the regulations, TRAK is uniquely situated to help financial advisors comply with the new fiduciary requirements.

   

With a long history of working with corporate accounts of all sizes RetireReady Solutions will draw on our experience to help your advisors increase their sales through client education.

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