Get your planning tips, portable! With several shows to choose from, we’ll bring you ideas on how to grow your business, connect with new audiences or think about insurance solutions in new ways. Explore the library of shows, or subscribe to dive in on your favorite device.
In this episode, LaRae Quy discusses key processes for developing a strong mind, which all start with facing reality and self-awareness. She says, while life can be hard, and pain is inevitable, growth is optional. And she is on a mission to equip people with tools to choose growth and enjoy the results.
Medicare is the most overlooked part of financial planning. It's convoluted, constantly changing and creates minimal revenue. But Medicare planning is a need for all clients who reach age 64. Brian McArthur, creator of the Medicare Execution Process™, provides a way for advisors to have clients look to them for the advice and guidance they most need at this perplexing time.
Meghan Hyland is a Financial Advisor, CFP, MBA student, newlywed, Ironman triathlete and mentor to girls from developing countries. How does she do it all? Discipline. She says while she is disciplined by nature, it is also a skill that she has intentionally nurtured because she has seen how well it has served her and others in the past.
More than 95% of retirees say health is more important than wealth to a successful retirement, yet health and healthcare are the financial planning “wildcards.” Stevyn Guinnip helps advisors understand that health is a critical pillar of wealth and should be a part of comprehensive financial planning for both their clients and themselves. She guides her advisor clients to improve their own health in manageable and sustainable ways so they can better support those they care about and live a happier life with more choices.
Financial advisors are their own worst clients. They rarely do financial or retirement planning for themselves, and most advisors’ business succession plans fail because they never get started. Brooklyn Brock says advisors need to hire a professional to advise them and highlights how to shape your day-to-day activities to ensure you successfully achieve your vision for both your professional and personal lives.
After what has happened over the past couple of years, clients’ biggest issues don’t have to do with the services delivered. It has more to do with how they are feeling and how they think about the future. Julie Littlechild says that there is an opportunity for advisors to cultivate client loyalty, but only if they are bold enough to put aside old assumptions.
Planning for college seems like an abyss full of more uncertainties than answers. Cozy Wittman was in everyone’s shoes with a child wondering how to pay for college. She learned about the extent of where to find money and separates fact from fiction.
It's tough for financial advisors to run a practice, do effective marketing and live a life. Matt Halloran teaches advisors how to use podcasting to amplify their influence while being themselves, letting their passions shine through and creating strong brands that resonate with ideal prospects and centers of influence – all within our highly regulated industry of financial services.
Focusing on people over product leads to creating client relationships that last for generations. David Specht says advisors need to understand that curiosity trumps credentials when bringing lasting value to client relationships.
Specifically asking clients for referrals doesn’t work. However, your ideal clients know exactly what they like most about you and can highlight what you need to focus on. Steve Wershing discusses how to create and leverage a client advisory board to gain valuable insights that lead to business growth.
Paul Kingsman continues walking you through the goal-setting process by explaining how to translate target goals into actionable priorities. Follow along step-by-step to create a pathway that leads you to the success you want.
Paul Kingsman walks you through how to build tools you need to make 2022 your most productive, satisfying and successful year yet. New Year’s resolutions come and go. Follow along step-by-step to create a pathway that leads you to the success you want as soon as possible.