Grow Retire Ready Clients

Author: RetireReady Solutions

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.
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Language: en-us

Genres: Business, Investing, Technology

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Russell Telfer | Ameriflex
Tuesday, 14 October, 2025

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.