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.
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.
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.
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.
Retirement planning is more than money. We've all heard the importance of being active in retirement. What about the importance of having an emotional pension? Henry Quinlan has spoken to 100s of retirement groups about how to improve the mindset and lifestyle of the retiree.
We all look to excel in our business for our clients and our employees. But, what does it take to be a perennial high achiever? Dr. Ruth Gotian talks about her research on the top performers in many industries and how it applies to the financial professional community.
Get your client's kids through college with plans to graduate debt-free! Shellee Howard, founder and CEO of College Ready and CR Tutoring and Test Strategies shares her secrets to saving for college in addition to other mental buckets like retirement, long-term care, or legacy planning.
Many business owners are trying to grow their business exponentially but don’t know how to access funding from venture capitalists. Steve Hoffman, CEO of Founder’s Space, talks about the do’s and don’ts from his years of experience and success stores financial planners can use.
Pension Risk Transfer helps millions of Americans retire securely. Given the importance, one of the nation’s leading providers of individual annuities joined the marketplace in the last few years. See why this is a market you should consider investing your time in to grow your business.
Trillions of dollars will transfer in the next quarter century, leaving many business owners with significant tax decisions to make. Join guest Steve Pilger for a discussion on how to move your business into new markets and increase your value to your business clients.
Paul Kingsman returns to discuss his new resource, The Distraction Proof Advisor Podcast. We talk about some Practice Management concepts as well as what advisors can expect from his show. It launches next month, so join me for a sneak peek at the podcast!
Social Security is the most important decision that most Americans will make in their retirement income plans. Having a knowledge of income options is critical for advisors to help their clients retire more securely, capture more assets, and get to the next generation.
Get an easy solution for content creation and marketing! Luke and Josh have built a business that every financial professional can benefit from. Their model includes various forms of media with great content to engage prospective clients and maintain contact with existing clients.