Tag: Consumer Education In Finance
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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…
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019 Lower Interest Rates and Client Conversations
The Fed lowered interest rates this week. What does this mean for client conversations? Not a lot yet. Mark uses the opportunity for a refresher on th…
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018 Really Getting to Know Your Client…on an Emotional Basis
Mark discusses a recent study released by Cetera Financial Group that segments retirement planning clients by personality type. It should came as no s…
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013 What do horror movies and insurance regulation have in common?
What do horror movies and insurance regulation have in common? Just when you think the monster has been killed, the last scene hints that the horror …
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012 Many people spend more time planning for vacation than retirement
How many of your clients have spent more time planning their vacation than their retirement? Probably even more than we think. In today’s show, we cov…
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004 Putting a Friendlier Face on Annuities
In the news – The New York Times recently profiled a series of startups focused on delivering a new class of annuities directly to consumers. Mark, Wi…