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.
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 employe...
13 Jan 2026
Josh Richardson | Sterling National Financial Group
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 previousl...
14 Oct 2025
Russell Telfer | Ameriflex
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.
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
Apple Podcasts (US)
5.0 / 5
3 ratings
Spotify
5.0 / 5
1 ratings
Podcast Authority Score: 12 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
12
Social presence
0
YouTube
0
Engagement
32
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