Category: Podcast
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079 Separating Policy Noise From News with Barbara Matthews
Changes in federal laws – the CARES Act, the SECURE Act, The Paycheck Protection Program – have all had a major impact on the advice we give our clien…
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078 Managing The Stresses of the Sandwich Generation with Milliman
Have your prepared your clients for retirement so they aren’t a burden on their kids in later years? The answer to that question can have an incredibl…
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077 Syncing Your Message With Your Market With Marie Swift
We all need to reconnect with clients in today’s stressful world. However, Marie Swift, CEO of Swift Communications says it’s more important to back u…
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076 Making Sense of Business News For Your Clients With Jane King
How do you connect the dots with election and the market for your clients who ask what’s coming next? Jane King, Founder and CEO of LilaMax Media LLC,…
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074 Building Your Brand With Social Media with Debra Jasper
Do you used LinkedIn on a regular basis? Your clients, or more importantly, their kids most certainly do. Making certain your profile reflects your pe…
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073 Grow Your Annuity Business Through Good Content With Teresa Leno
Can you find new business by sharing great ideas? Teresa Leno says the answer is a definitive “yes”. Teresa is a former financial advisor turned entre…
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072 Getting Your Financial Household In Order With Nancy Doyle
Do you have a go-back ready with all your critical financial files? Can your family recite the emergency drill in case a market or job catastrophe hit…
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071 Better Serving Your Female Clients With Kathleen Burns Kingsbury
Some of your most overlooked prospects in the pandemic may be the female members of the couples you have helped over the past several years. Kathleen …
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070 Challenging Retirement Planning Assumptions With Moshe Milevsky
Professor Moshe A. Milevsky, a finance professor at the Schulich School of Business and arguably the godfather of modern retirement planning theory jo…
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069 Annuities Are Sold Not Bought And Other Debunked Myths With Matt Carey
Matt Carey, Co-Founder & CEO of Blueprint Income joins us today to share his journey learning how to bring retirement solutions more efficiently at sc…