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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
Valuable Life Lessons to Grow Your Business with Mike McGlothlin

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.

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40 minutes
High Performing Practice
Henry Quinlan

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.

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19 minutes
The Distraction-Proof Advisor
Relationships Over Returns – Providing Clients With True Value, with Tim Halverson

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.

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36 minutes
High Performing Practice
Ruth Gotian

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.

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24 minutes
The Distraction-Proof Advisor
What Most Advisors Don’t (but Should) Know About College Funding with Joe Messinger

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.

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31 minutes
High Performing Practice
Shellee Howard

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.

The Distraction-Proof Advisor
Helping Clients (and their Families) Finish Well, with Molly Prues

Molly Prues discusses ways advisors can better understand and address the unique needs of their senior clients who are nearing end-of-life and help empower both them as well as strengthen intergenerational relationships by supporting clients’ families.

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32 minutes
High Performing Practice
Steve Hoffman

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.

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30 minutes
The Distraction-Proof Advisor
Coming Up on the Distraction-Proof Advisor Podcast

While we’re working diligently in the production studio this week, hear about some of what you can learn from upcoming episodes. Make sure to subscribe so you get new episodes as soon as they drop.

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2 minutes
The Distraction-Proof Advisor
Why You Need a Clear Vision for Your Business — and How to Create One

Paul Kingsman talks about why vague visions cause so many advisors to struggle and be frustrated. He also tells how you can create an effective vision for your business and use it to guide your daily priorities so you succeed sooner.

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19 minutes
High Performing Practice
Jason Hitch

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.

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15 minutes
The Distraction-Proof Advisor
Growing Your Business Without Burning Out Yourself or Your Team with Jennifer Goldman

Business transformation expert Jennifer Goldman, CFP, discusses how she helps frustrated and overwhelmed financial advisors change their operations and create thriving businesses, without taking more money, time or energy than they have to give.

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35 minutes