Steve 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 $2 billion in assets is from corporate retirement plans, serving around 32,000 participants.

With ten years of using TRAK to produce reports and engage participants, it has become a cornerstone of the services they provide. He shares some of their processes of working with participants, plan sponsors, and how it makes a difference in how they are received by potential prospects.

Simple reports that make a difference

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