Grow Retire Ready Clients

Blake Barnes, lead generation and pre-set appointment expert with Lead Gen 4, shares his journey from professional poker player to becoming a trusted resource in the 403(b) and federal employee markets. In this discussion, Blake shares insight into lead purchasing, understanding your niche, and why patience, consistency, and trust are essential for long-term success. He also discusses how Lead Gen 4 became a leader in the industry by helping advisors connect with educators and federal employees through proven marketing and appointment-setting strategies focused on quality conversations and relationship building.

Josh Richardson explains how discovering and adopting TRAK transformed his pension-focused retirement planning practice—from manual, Excel-based calculations to interactive, professional, and efficient client meetings that drive better understanding and higher sales. He describes how TRAK has become a required core tool for his team at Sterling National Financial Group, significantly improving client experience, referrals, and his own career trajectory, especially with educators who previously didn’t understand their pensions

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 transformed his client interactions. The conversation showcases the importance of technology in modern financial planning and how the right tools can enhance client relationships and business productivity.

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 shares her strategy for battling client skepticism and her success in her pursuit of growing her business to all fifty states. 

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 the business.

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 a big river."   

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 in the 403b space and has valuable advise on how to differentiate yourself in this niche market. 

In 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. 

Listen 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. She has a passion for research and helping advisors in the 401k marketplace.  

Listen 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.