Russell Telfer | Ameriflex

From Grow Retire Ready Clients by RetireReady Solutions

October 14, 2025 · 20 min

About this episode

Russell Telfer discusses his career in financial planning and the impact of technology on client interactions.

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.

People in this episode

Guest: Russell Telfer

Topics covered

financial planning
technology
client relationships
public employees
productivity

Keywords

financial advisor
TRAK software
public employees
teachers
first responders

Mentioned in this episode

Organizations: Ameriflex, TRAK, RetireReady Solutions

Places: Denver