Russell Telfer, a financial advisor based in Denver, discusses his career journey in financial planning, focusing on public employees like teachers and first responders. He highlights how adopting the TRAK financial planning software transforme...

Nancy Zhang, from State Pension Advisory out of Sacramento California shares her passion and heart for helping university employees and those in the 403b market by giving them the information they need to succeed in retirement. Listen in as he ...

Lindsay Waltower shares his passion for working with 403(b) participants and some key fundamentals of using TRAK while engaging clients. Lindsay is with Sovereign Retirement Group out of Atlanta Georgia and has over 20 years of experience in th...

Matthew Monroe, an LPL Advisor from Syracuse, NY discusses the joys of managing 401(k) plans and working with participants. He shares his passion and keys to the growth of his business through participant education, stating "small streams make ...

In this exciting new podcast hear how Wade's Murphy's simple mission has not only changed their company name but impacted how they reach and interact with clients and ultimately grown their business. Wade Murphy has over 30 years of experience ...