8 episodes

Tap into the wealth of knowledge and experience of financial advisors across the country as they advance the cause of Americans entering retirement confident, educated, and prepared.

Grow Retire Ready Clients RetireReady Solutions

    • Investing

Tap into the wealth of knowledge and experience of financial advisors across the country as they advance the cause of Americans entering retirement confident, educated, and prepared.

    Kevin Hocker | Federal Benefits Group

    Kevin Hocker | Federal Benefits Group

    Kevin Hocker shares how 8,000 face to face meetings has helped in specialize his services.

    • 13 min
    Alex Dancy | Saxony Securities

    Alex Dancy | Saxony Securities

    Alex 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 ...

    • 14 min
    Marc & Michelle Lippincott

    Marc & Michelle Lippincott

    Marc 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 ...

    • 22 min
    James Brewer | Envision Wealth

    James Brewer | Envision Wealth

    James Brewer, CDFA, AIF, CFSLA, CFP® is the founder of Envision Wealth Planning and is regularly featured in the media for his financial expertise and support of socially responsible investing. In this episode he explores the ways he engages his clients...

    • 28 min
    Joe Williams | CSi Advisory Services

    Joe Williams | CSi Advisory Services

    Securities offered through LPL Financial, member FINRA/SIPC. Investment advisory services offered through CSi Advisory Services, a registered investment advisor and separate entity from LPL Financial.This information is not intended as authoritative...

    • 25 min
    Bob Newton & Michelle Cannan | Beltz Ianni & Associates

    Bob Newton & Michelle Cannan | Beltz Ianni & Associates

    Bob Newton and Michelle Cannan share how their focus on Plan Sponsors and participant education lead to considerable growth in deferrals with those they had the opportunity to meet with. Beltz Ianni & Associates experienced a 16% increase in deferra...

    • 23 min

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