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Podcasts

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.

The Distraction-Proof Advisor
Beware of Advisor-Bod! Protect and Grow Your "Wellth" with Stevyn Guinnip

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.

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39 minutes
The Distraction-Proof Advisor
Why Advisors Need to Hire a Financial Planner with Brooklyn Brock

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.

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38 minutes
The Distraction-Proof Advisor
You're Missing Opportunities if You're Relying on Old Assumptions with Julie Littlechild

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.

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25 minutes
High Performing Practice
Cozy Wittman

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.

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25 minutes
The Distraction-Proof Advisor
Sell Less and Advise More: Attract Ideal Clients through Podcasting with Matt Halloran

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.

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27 minutes
The Distraction-Proof Advisor
Why Leading with Curiosity Works Best to Preserve Families and Perpetuate Business with David Specht

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.

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30 minutes
The Distraction-Proof Advisor
How to Replicate Your Ideal Clients – Client Advisory Boards with Stephen Wershing

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.

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28 minutes
The Distraction-Proof Advisor
Create Your 2022 Blueprint for Success – Part 2

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.

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21 minutes
The Distraction-Proof Advisor
Create Your 2022 Blueprint for Success - Part 1

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.

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22 minutes
High Performing Practice
Brendon Kelly and Bentley Heese

Anyone can find insurance technology. But only Ash has insurtech that is personal, not just customized. Brendon Kelly joins Mike to discuss how Ash makes annuity business easier today and in the future regulatory world. Bently Heese also talks about how technology can never replace people.

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23 minutes
The Distraction-Proof Advisor
Through Setbacks to Significance

Nicole Middendorf gets personal and transparent about how finding her way out of being lost in a life she never wanted not only led to her own success and happiness, but also created tools she uses to empower others to find vision, motivation, balance and happiness in their lives.

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53 minutes
High Performing Practice
Elyse Archer

You may not know how much your subconscious limits your income potential. Sales coach Elyse Archer discusses how knowing your own limiting beliefs — and your clients’ — can lead to your best year ever! Elyse has grown her income by 10x in a year by changing her mindset.

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26 minutes