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.
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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.
In this podcast Ed Dressel interviews Cassie Knight, founder of Fed Options out of Nashville, Tennessee. Cassie shares some of her insights on the complexities and misunderstandings of the federal plans along with an opportunity her company can provide to advisors working in the federal marketplace.
Grow Retire Ready Clients
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.
