Tag: Consumer Education In Finance
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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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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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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…
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065 Discovering Your Retirement “Safe” Word with Lindsay Goldwert
Lindsay Goldwert, Editor-in-Chief of Zeta, successful podcast host, joins us on our podcast today. We talk about how to make people feel safe about op…
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060 Five Reasons To Talk About Healthcare First With Your Clients With Jack Towarnicky
Ads for retirement planning typically focus on boats and vacations. In reality, the first concern in retirement should be funding healthcare. Jack Tow…
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059 Mastering Money For The Masses With Norm Champ
Today’s virtual advisor model creates a new opportunity to educate more people than ever about basic financial concepts. We explore both challenges an…
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058 Stop Barfing Meaningless Cliches on Your Prospects With Sara Grillo
In today’s virtual world, authentic communication creates real connections with your prospects. Ho hum content makes them unsubscribe. Sara Grillo won…
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054 The Case for More Female Advisors With Sheila Jelinek and Suzanne Norman
Sheila Jelinek and Suzanne Norman join us today from Milliman to discuss a recent paper they wrote entitled, “The Case for More Female Advisors”. Advi…
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049 Life Happens – And Really Matters in 2020 With Faisa Stafford
Faisa Stafford, President and CEO of Life Happens joins us today to discuss the rise in awareness of the need for insurance in 2020. She talks about t…
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033 Can the UBI Debates Advance The Annuity Dialogue?
Our regular guest, Ramsey Smith, founder and CEO of ALEX.fyi recently appeared on ABC and discussed a proposal for universal basic income, or UBI, wit…