Russell Telfer | Ameriflex

from Grow Retire Ready Clients · host RetireReady Solutions

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.

Episode metadata supplied by the publisher feed · Published Oct 14, 2025

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Russell Telfer | Ameriflex

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This episode was published on October 14, 2025.

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