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Episode 88: Virtual Planning Goes Permanent with David Wright

Episode 88: Virtual Planning Goes Permanent with David Wright

February 24, 2021 , , , , , No comments
David Wright

Yes, parts of the country are fortunately beginning to reopen for real life meetings. However, virtual planning will remain an important part of many successful agents’ practices. David Wright, Executive Director of Practice Development at M&O Marketing joins us today. He discusses how he has helped agents jump the virtual divide and how some will use what they learned to remain successful in 2021. Reach David at 248-784-1213 to get the complementary annuity review he mentions.

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The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.

Nicholas BreniaEpisode 88: Virtual Planning Goes Permanent with David Wright
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Episode 87: Turning Your Practice Into a Lamborghini With Derek Notman

Episode 87: Turning Your Practice Into a Lamborghini With Derek Notman

February 17, 2021 , , , , 4 comments
Derek Notman

Your practice can’t be defined by a zip code in today’s digital age. Derek Notman, founder of Intrepid Wealth Partners and Conneqtor talks to us today about how to build a niche that could open the door to a successful virtual planning business. Derek likens it to process of designing and building a Lamborghini. Every part of your practices needs to contribute to building a unique business in a very crowded market. For more information about Derek, go to: https://www.intrepidwealthpartners.com/.

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The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.

Nicholas BreniaEpisode 87: Turning Your Practice Into a Lamborghini With Derek Notman
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Episode 77: Syncing Your Message With Your Market With Marie Swift

Episode 77: Syncing Your Message With Your Market With Marie Swift

December 11, 2020 , , , , No comments
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 up, pause, and focus on the distinct niche where you can be an expert.

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The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.

Nicholas BreniaEpisode 77: Syncing Your Message With Your Market With Marie Swift
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Episode 76: Making Sense Of Business News For Your Clients With Jane King

Episode 76: Making Sense Of Business News For Your Clients With Jane King

December 4, 2020 , , , , , No comments
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, a multi-platform provider of video content on consumer and business news give us great perspective and advice.

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The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.

Nicholas BreniaEpisode 76: Making Sense Of Business News For Your Clients With Jane King
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Episode 74: Building Your Brand With Social Media With Debra Jasper

Episode 74: Building Your Brand With Social Media With Debra Jasper

November 25, 2020 , , , , No comments
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 personal brand has never been more important that it is today. Debra Jasper, founder and CEO of Mindset Digital walks us through best practices to build a great online profile.

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Nassau Financial Group Logo
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The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.

Nicholas BreniaEpisode 74: Building Your Brand With Social Media With Debra Jasper
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Episode 73: Grow Your Annuity Business Through Good Content With Teresa Leno

Episode 73: Grow Your Annuity Business Through Good Content With Teresa Leno

November 20, 2020 , , , , No comments
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 entrepreneur and the Founder of Fresh Finance. Teresa started Fresh Finance to solve the problem of outdated client communication solutions for advisors to maintain relationships and grow business in a global economy.

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The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.

Nicholas BreniaEpisode 73: Grow Your Annuity Business Through Good Content With Teresa Leno
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Episode 72: Getting Your Financial Household In Order With Nancy Doyle

Episode 72: Getting Your Financial Household In Order With Nancy Doyle

November 13, 2020 , , , , No comments
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 hits? Nancy Doyle, author, speaker and high net worth advisor joins and talks through the plan to get to a plan.

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The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.

Nicholas BreniaEpisode 72: Getting Your Financial Household In Order With Nancy Doyle
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Episode 71: Better Serving Your Female Clients With Kathleen Burns Kingsbury

Episode 71: Better Serving Your Female Clients With Kathleen Burns Kingsbury

November 6, 2020 , , , , No comments
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 Burns Kingsbury talks to us about how to better cultivate your relationship with the female members of the families you serve. Kathleen is a wealth psychology expert, founder of KBK Wealth Connection, host of the Breaking Money Silence(R) podcast, and the author of several books, including How to Give Financial Advice to Women and How to Give Financial Advice to Couples.

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Nassau Financial Group Logo
Alex.fyi Logo

The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.

Nicholas BreniaEpisode 71: Better Serving Your Female Clients With Kathleen Burns Kingsbury
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Episode 68: Creating Efficient, Authentic Connections With Clients Over Video With Charles Samuel

Episode 68: Creating Efficient, Authentic Connections With Clients Over Video With Charles Samuel

October 16, 2020 , , , , No comments
Charles Samuel

How do retirees juggle between the many unknowns they face, such as longevity and health concerns? Bruno Caron, a Senior Financial Analyst at AM Best offers a great framework for solving the problem in his recently released book, Lifetime Income to Retire with Strength. The book is available on Amazon here.

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Nassau Financial Group Logo
Alex.fyi Logo

The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.

Nicholas BreniaEpisode 68: Creating Efficient, Authentic Connections With Clients Over Video With Charles Samuel
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Episode 67: Plotting A New Future For Insurance With Nick Gerhart

Episode 67: Plotting A New Future For Insurance With Nick Gerhart

October 9, 2020 , , , , No comments
Nick Gerhart

Nick Gerhart, insurance executive, regulator, innovator and champion for positive change joins us today to discuss the outlook for consumers, products, regulation, distribution, and innovation in the retirement space.

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Nassau Financial Group Logo
Alex.fyi Logo

The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.

Nicholas BreniaEpisode 67: Plotting A New Future For Insurance With Nick Gerhart
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