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.
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.
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.
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.
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.
Mike McGlothlin shares life lessons learned under legendary Indiana basketball coach Bob Knight and describes how advisors can apply key principles to effectively respond to industry changes and meet clients’ needs.
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.
Tim Halverson discusses the importance of positive client relationships and reveals how advisors can use empathy and active listening to build meaningful connections that boost returns.
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.
Help raise the bar on college-funding advice, going well beyond solutions like 529 plans and student loans. Joe Messinger reveals the realities of the college marketing machine and identifies tools and training to equip advisors to truly help their clients’ families with college financing.
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.