Podcast Episodes
Back to SearchGet Ready with Bill Heestand: How a Smart Employee Can Buy Out the Boss
Episode 14
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“Your ownership in the business, the way that you finance your exit, allows you to help that person finance the sale and is an annuity for…
6 years ago
Get Ready! with Sheryl Brown: Female Advocacy in the Financial Services Community (E13)
Episode 13
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On business efficiency: take out the things that are big item expenses and try to pare those down. You’ll streamline your business, you’ll…
6 years, 1 month ago
Get Ready! with Sheryl Garrett: Making Competent, Objective Financial Advice Accessible (E12)
Episode 12
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“Sheryl says the role of a financial advisor is one of the most important jobs but there is a segment of the industry that operates like t…
6 years, 1 month ago
Get Ready with Kerry Hannon: Career Transitions and Women Taking Charge of Their Financial Planning (E11)
Episode 11
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“It’s easy when you meet new people, when you’re at a conference or something, to start feeling like you need to be marketing yourself, te…
6 years, 2 months ago
Get Ready with Nick Lamparelli: How Millennials and Technology Are Changing The Insurance Industry (E10)
Episode 10
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“Social duty is part of shareholder value. Maximizing shareholder value is empty, yes, you have a responsibility to do that, however there…
6 years, 2 months ago
Get Ready with Jack Schmitz and Maxwell Schmitz: What’s going on with disability insurance and long term care insurance.
Episode 9
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“Work hard & insure your income” Jack Schmitz
“Challenge yourself to think about others who’ve had major health issues. You can live throug…
6 years, 3 months ago
GET READY! With Mike Pepe: Improving Life Insurance Review Best Practices with Technology
Season 1 Episode 8
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"The bottom line is the Golden Rule, try to do the best thing for the client, treat them just like you want to be treated. And, reall…
6 years, 3 months ago
GET READY! with Roshni Chowdhry and Zach Blumenfeld: Using Innovative Technology To Empower Financial Preparedness
Episode 7
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"Every interaction is a learning opportunity. Listen to your audience/customer, irrespective whether you are a business or are an employe…
6 years, 4 months ago
GET READY! with Neil Granger: Best Practices for Identifying and Preventing Elder Financial Abuse
Season 1 Episode 6
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Educate Yourself: Whether you are an advisor or a consumer, take advantage of available resources - Neil Granger
In this episode of GET REA…
6 years, 4 months ago
E5: David Paul and the Future of Insurance Company Financial Analysis
Episode 5
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Any analysis should be measurable and quantifiable - David Paul
If you stay optimistic and you are willing to work hard and keep at it and …
6 years, 5 months ago