Grow Retire Ready Clients

Hosted by RetireReady Solutions

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Episodes

Latest episode

Jun 2026

Language

EN-US

About the show

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.

Listen to episodes

34 recent

June 2, 202618 min

Blake Barnes | Lead Gen 4

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.

January 13, 202621 min

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 previously didn’t understand their pensions

October 14, 202519 min

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.

January 7, 202522 min

Nancy Zhang | State Pension Advisory

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.

August 13, 202425 min

Lindsay Waltower | Sovereign Retirement Group

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.

June 25, 202425 min

Matt Monroe | LPL Financial

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."

January 9, 202436 min

Wade Murphy | The Pension Geeks

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.

May 9, 202325 min

Eric Stevens | Clarity Financial Advisors

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.

November 11, 202217 min

Sharon Pivirotto | 401k Best Practices

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.

July 12, 202214 min

Richard Nevins | Raima Insurance & Financial Services

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.

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