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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.
 By RetireReady Solutions
By RetireReady Solutions5
33 ratings
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.