Marketing

Episode 65: Discovering Your Retirement “Safe” Word With Lindsay Goldwert

September 25, 2020 2020, Lindsay Goldwert, Marketing, Podcast, Retirement No comments

Lindsay Goldwert, Editor-in-Chief of Zeta, successful podcast host, and author of “Bow Down: Lessons from Dominatrixes on How to Get Everything You Want” joins us on our podcast today. We talk about how to make people feel safe about opening up and sharing their retirement fears and hope.

Watch

Listen

Receive Updates

Show Sponsors

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.

Episode 61: Emerging Innovation In Annuities With George Castineiras

August 28, 2020 2020, George Castineiras, Marketing, Podcast, RIA No comments

George Castineiras, Principal at Brewer Lane Ventures, joins us to discuss product innovation, workplace marketing, and emerging businesses in the retirement market place. George shares his advice for agents who want to shift their practice to capitalize on new opportunities. George referenced the study on how public makes decisions to annuitize assets entitled The Personal Discount Rate: Evidence from Military Downsizing Programs by John T. Warner and Saul Fleeter.

Watch

Listen

Receive Updates

Show Sponsors

Episode 58: Stop Barfing Meaningless Cliches On Your Prospects With Sara Grillo

August 7, 2020 2020, Marketing, Podcast, Sara Grillo, Social Media No comments

In today’s virtual world, authentic communication creates real connections with your prospects. Ho hum content makes them unsubscribe. Sara Grillo won’t tolerate the latter. In today’s show, she offers great advice on how to develop your own voice and amplify your presence on the web.

Watch

Listen

Receive Updates

Show Sponsors

Episode 56: Lessons In Virtual Advising From Canada With Marc Lamoureux

July 24, 2020 2020, Digital, Marc Lamoureux, Marketing, Podcast No comments

Marc Lamoureux, CEO of Veriday, shares his perspective on the opportunities the pandemic has created for virtual advising. He has over thirty years of management and executive experience, growing multiple technology and consulting organizations. As the co-founder and CEO of Veriday, he has led the organization through two product launches and over ten years of progressive growth, including several landmark projects for Google. Prior to joining Veriday, he was Chief Operating Officer at ThinkWrap, and a senior executive at both AT&T IT Solutions and Montage-DMC.

Watch

Listen

Receive Updates

Show Sponsors

Episode 49: Life Happens – And Really Matters In 2020 With Faisa Stafford

June 5, 2020 2020, Digital, Faisa Stafford, Marketing, Podcast, Social Media No comments

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 the stories, outreach, and the future projects designed to motivate people to protect their families and their retirement.

Watch

Listen

Receive Updates

Show Sponsors

Episode 47: Finding Hope, Simplicity And Stability With Joe Jordan

May 22, 2020 2020, Distribution, Joe Jordan, Marketing, Podcast, Product, Retirement No comments

Industry legend Joe Jordan joins us today to talk about surviving and thriving through the current pandemic. Now is the time for agents and advisors to truly live a life of significance.

Watch

Listen

Receive Updates

Show Sponsors

Episode 46: Rethinking Work And Life With Norm Trainor

May 15, 2020 2020, Marketing, Norm Trainor, Podcast, Retirement No comments

Norm Trainor, founder and CEO of the Covenant Group joins us today to impart both some wisdom and advice on how to move your practice forward during the COVID-19 crisis and beyond.

Watch

Listen

Receive Updates

Show Sponsors

Episode 45: Adapting to Disruption and Other Lessons from Emerging Markets With Angus Shillington

May 8, 2020 2020, Angus Shillington, Marketing, Podcast No comments

Angus Shillington, a long-time emerging markets equity expert, joins us to talk about disruption in markets by technology and external catalytic events.

Watch

Listen

Received Updates

Show Sponsors

Episode 41: Helping Clients Navigate Chaos While Creating New Value For Your Practice With H. Adam Holt

April 10, 2020 2020, H. Adam Holt, Marketing, Podcast, Product No comments

Today, H. Adam Holt, CEO of Asset-Map joins us to talk about the company he founded to help clients visually understand their goals and how they will reach them through their investments and insurance products. Along the way, he has helped many financial professionals build larger practices, that help more clients and with less travel time.

Watch

Listen

Receive Updates

Show Sponsors

Watch

Listen

Receive Updates

Show Sponsors

Watch

Listen

Receive Updates

Show Sponsors

Watch

Listen

Receive Updates

Show Sponsors

Watch

Listen

Receive Updates

Show Sponsors

Watch

Listen

Receive Updates

Show Sponsors

Watch

Listen

Receive Updates

Show Sponsors

Watch

Listen

Received Updates

Show Sponsors

Watch

Listen

Receive Updates

Show Sponsors

Subscribe To Our Podcast

Recent Posts

Recent Comments