Josh Richardson | Sterling National Financial Group

From Grow Retire Ready Clients by RetireReady Solutions

January 13, 2026 · 21 min

About this episode

Josh Richardson discusses how TRAK has revolutionized his retirement planning practice at 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...

People in this episode

Guest: Josh Richardson

Topics covered

retirement planning
financial technology
client experience
sales improvement
education sector

Keywords

retirement planning
TRAK
client meetings
financial services
pension
educators
sales

Mentioned in this episode

Organizations: Sterling National Financial Group

Products: TRAK