Latest Advisor software Podcast Episodes
Matt Monroe | LPL Financial
Grow Retire Ready Clients - June 25, 2024 14:00 - 25 minutes ★★★★★ - 3 ratingsMatthew 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 a big river."
Wade Murphy | The Pension Geeks
Grow Retire Ready Clients - January 09, 2024 16:00 - 36 minutes ★★★★★ - 3 ratingsIn 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 in the 403b space and has valuable advise on how to ...
Eric Stevens | Clarity Financial Advisors
Grow Retire Ready Clients - May 09, 2023 15:00 - 25 minutes ★★★★★ - 3 ratingsIn this follow-up interview hear how Eric Stevens continues to grow his business in the 403(b) market post Covid with virtual meetings, an integrated benefit analysis, and a passion for relating to teachers where they are at.
Sharon Pivirotto | 401k Best Practices
Grow Retire Ready Clients - November 11, 2022 16:00 - 17 minutes ★★★★★ - 3 ratingsListen in as Sharon Pivirotto shares with us strategies and insights for getting started and succeeding in the 401k market. Also learn about Sharon's website 401kBestPractices.com and the excellent resources it has to offer. Sharon is a veteran with 25+ years experience in the finance business....
Sharon Pivirotto | 401k Best Practices
Grow Retire Ready Clients - November 11, 2022 16:00 - 17 minutes ★★★★★ - 3 ratingsListen in as Sharon Pivirotto shares with us strategies and insights for getting started and succeeding in the 401k market. Also learn about Sharon's website 401kBestPractices.com and the excellent resources it has to offer. Sharon is a veteran with 25+ years experience in the finance business....
Richard Nevins | Raima Insurance & Financial Services
Grow Retire Ready Clients - July 12, 2022 15:00 - 14 minutes ★★★★★ - 3 ratingsListen in as Richard Nevins shares the value of listening, keeping it simple and personable to grow your business in the 403(b) marketplace. Richard Nevins is a successful advisor with 14+ years of experience out of DeSoto Texas.
Jonathon Schultheiss | Strategic Retirement Partners
Grow Retire Ready Clients - June 01, 2022 15:00 - 24 minutes ★★★★★ - 3 ratingsListen in as we are excited to welcome back Jonathon Schultheiss, Managing Director with Strategic Retirement Partners out of Greensboro, NC. In this podcast hear Jonathon's passion as he shares how to bring value to employee education and some key insights to being successful in the 401k marke...
Galen Mizuguchi | Hawaii Benefit Partners
Grow Retire Ready Clients - March 21, 2022 18:00 - 19 minutes ★★★★★ - 3 ratingsHear how Galen Mizuguchi shifts his focus amidst the pandemic to reach teachers in Hawaii and grows his business by sharing his appreciation and building trust.
Cassie Knight | Fed Options LLC.
Grow Retire Ready Clients - December 14, 2021 16:00 - 13 minutes ★★★★★ - 3 ratingsIn this podcast Ed Dressel interviews Cassie Knight, founder of Fed Options out of Nashville, Tennessee. Cassie shares some of her insights on the complexities and misunderstandings of the federal plans along with an opportunity her company can provide to advisors working in the federal marketpl...
Tom Walker | Walker Capital Preservation Group, Inc
Grow Retire Ready Clients - November 16, 2021 15:00 - 10 minutes ★★★★★ - 3 ratingsIn this podcast we interview Tom Walker, founder of Walker Capital Preservation Group, Inc. out of North Carolina where they strive to educate and empower today's federal employee to maximize their retirement through proper positioning and seamless coordination of their federal benefits and pers...
Don St Clair | St Clair Financial
Grow Retire Ready Clients - August 09, 2021 14:00 - 19 minutes ★★★★★ - 3 ratingsIn this podcast we are excited to interview Don St Clair with St Clair Financial as he shares his insights on the power of the paycheck illustration in financial planning. Don St Clair is a successful financial planner out of Norther California. He has been in the business since 1991. He star...
Don St Clair | St Clair Financial
Grow Retire Ready Clients - August 09, 2021 14:00 - 19 minutes ★★★★★ - 3 ratingsIn this podcast we are excited to interview Don St Clair with St Clair Financial as he shares his insights on the power of the paycheck illustration in financial planning. Don St Clair is a successful financial planner out of Norther California. He has been in the business since 1991. He star...
Alberto Gaglianese | Lincoln Investment
Grow Retire Ready Clients - June 08, 2021 15:00 - 15 minutes ★★★★★ - 3 ratingsAlberto Gaglianese is a financial planner for Lincoln Investment, based out of Fort Washington, Pennsylvania. He has had a successful practice in the 403(b) and the 457 marketplace since 1986. Listen in as Alberto shares his experience on helping clients reach their retirement goals and growing...
Alberto Gaglianese | Lincoln Investment
Grow Retire Ready Clients - June 08, 2021 15:00 - 15 minutes ★★★★★ - 3 ratingsAlberto Gaglianese is a financial planner for Lincoln Investment, based out of Fort Washington, Pennsylvania. He has had a successful practice in the 403(b) and the 457 marketplace since 1986. Listen in as Alberto shares his experience on helping clients reach their retirement goals and growing...
Deann Cross | Integrity Financial
Grow Retire Ready Clients - May 04, 2021 16:00 - 13 minutes ★★★★★ - 3 ratingsDeann Cross is Chief Operating Officer at Integrity Financial Corporation. She has over 20 years of experience in the financial service industry and helping others reach their wealth management goals. Listen in as she shares some of her experience of how not to overwhelm and add stress to a clie...
Deann Cross | Integrity Financial
Grow Retire Ready Clients - May 04, 2021 16:00 - 13 minutes ★★★★★ - 3 ratingsDeann Cross is Chief Operating Officer at Integrity Financial Corporation. She has over 20 years of experience in the financial service industry and helping others reach their wealth management goals. Listen in as she shares some of her experience of how not to overwhelm and add stress to a clie...
Terry Mulhern | Transamerica
Grow Retire Ready Clients - November 10, 2020 17:00 - 18 minutes ★★★★★ - 3 ratingsTerry is an Associate Director RICP - Retirement Income Certified Professional at Transamerica out of Columbus Ohio. He has 12 plus years in finance and leads a team of 15 other advisors. Listen in on some of his pro-tips for web calls, building trust, and helping clients reach retirement readi...
Jim Westrum | Wayzata Public Schools ISD 284
Grow Retire Ready Clients - July 14, 2020 15:00 - 25 minutes ★★★★★ - 3 ratingsJim Westrum is the executive director of finance and business with the Wayzata Public Schools located in Minneapolis St. Paul, Minnesota. His primary role is to act as the district's CFO and assist in making sure that they are aligned with their mission and vision when looking at employee compen...
Charles Epstein | Epstein Financial Services
Grow Retire Ready Clients - June 23, 2020 15:00 - 31 minutes ★★★★★ - 3 ratingsCharlie is the principal of Epstein Financial Services, an independent RIA providing corporate retirement plan consulting, as well as wealth management services in East Lyme Meadow, Massachusetts. He has more than 40 years of experience in the financial services industry and is the founder of th...
Charles Epstein | Epstein Financial Services
Grow Retire Ready Clients - June 23, 2020 15:00 - 31 minutes ★★★★★ - 3 ratingsCharlie is the principal of Epstein Financial Services, an independent RIA providing corporate retirement plan consulting, as well as wealth management services in East Lyme Meadow, Massachusetts. He has more than 40 years of experience in the financial services industry and is the founder of th...
Jane Hagen | Tri-Star Trust Bank
Grow Retire Ready Clients - May 26, 2020 15:00 - 21 minutes ★★★★★ - 3 ratingsJane Hagen is the Senior Vice President, Director of Retirement Plans & Senior Relationship Manager at Tri-Star Trust Bank out of Michigan. With over 25 years experience in banking and trusts/investments directly related to employee benefit plans and personal trust accounts she is a veteran in t...
Adam San Juan & Kristen Abell | Ameritas
Grow Retire Ready Clients - May 12, 2020 15:00 - 32 minutes ★★★★★ - 3 ratingsAdam San Juan is the Regional Sales Director at Ameritas for the greater Detroit area. With over 20 years of experience helping financial advisors and TPA’s to establish 401(k) retirement plans for their small business clients and prospects. Kristen Abell is a Regional Client/Relationship Mana...
Eric Stevens | Clarity Financial Advisors
Grow Retire Ready Clients - April 28, 2020 12:00 - 25 minutes ★★★★★ - 3 ratingsEric Stevens is the National Educators Association (NEA) retirement, specialist at Clarity Financial Advisors in Mill Creek, Washington. In this podcast, he shares his passion for working with teachers and how he has found success amidst social distancing in the 403(b) market. Experience TRAK...
Ann Vanderslice | Retirement Planning Strategies
Grow Retire Ready Clients - April 21, 2020 15:00 - 18 minutes ★★★★★ - 3 ratingsAnn is an experienced advisor, sought after trainer, and SEO of Retirement Planning Strategies based in Denver, Colorado. With over 18 years working with federal employees and their complex retirement plans, she shares some of the obstacles, key insight, and strategies of her success working wit...
Shawn McCoy | Federal Employee Benefits Advocates
Grow Retire Ready Clients - April 07, 2020 15:00 - 29 minutes ★★★★★ - 3 ratingsShawn McCoy is the owner of Federal Employee Benefits Advocates, an educational company for both financial advisors and federal employees based out of Louisiana. With over 20 years as an advisor and being successful in the federal market place for about a decade now, he has a wealth of knowledge...
Shawn McCoy | Federal Employee Benefits Advocates
Grow Retire Ready Clients - April 07, 2020 15:00 - 29 minutes ★★★★★ - 3 ratingsShawn McCoy is the owner of Federal Employee Benefits Advocates, an educational company for both financial advisors and federal employees based out of Louisiana. With over 20 years as an advisor and being successful in the federal market place for about a decade now, he has a wealth of knowledge...
Steve Wylam | Shepherd Financial
Grow Retire Ready Clients - March 17, 2020 14:00 - 16 minutes ★★★★★ - 3 ratingsSteve Wylam, CFP®, AIF®, is one of the founding partners of Shepherd Financial. He has worked exclusively in the financial services profession throughout his career, serving both wealth management clients and corporate retirement plan trustees and participants. A majority of Shepherd Financials ...
Kevin Hocker | Federal Benefits Group
Grow Retire Ready Clients - February 11, 2020 15:00 - 13 minutes ★★★★★ - 3 ratingsKevin Hocker exclusively works within the federal market. With over 8,000 one on one meetings with federal employees, he brings a wealth of knowledge to our podcast. He stresses the importance of education when it comes to helping people understand their benefits and their overall retirement out...
Alex Dancy | Saxony Securities
Grow Retire Ready Clients - January 21, 2020 15:00 - 14 minutes ★★★★★ - 3 ratingsAlex Dancy is the managing director with Saxony Securities. He has been in the business since 2003 and has built his practice up to managing 31 companies. His book of business is over 100 million dollars, with average plans around 3 million dollars and 75 participants. When asked what he would...
Marc & Michelle Lippincott
Grow Retire Ready Clients - January 07, 2020 15:00 - 22 minutes ★★★★★ - 3 ratingsMarc and Michelle Lippincott are a husband and wife team out of Tulare California. With 20 years of experience, a majority of their business is in the 403(b) space. In this episode they speak to the challenge of finding new clients, how TRAK helps them in reaching teachers, and some of the proce...
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