Podcast Episodes
Back to SearchGet Ready! with JM Ryerson: Best Practices in Leadership & Teamwork
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“My #1 tip is to have a plan, which sounds complex for people, but quite literally just asking a couple of questions, like when do I …
5 years, 11 months ago
Get Ready! with Shawna Reeves: Preventing Elder Financial Abuse
Episode 18
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“Change is going to happen from the top down, not waiting for a bad agent to get turned in to adult protective services, to then get …
6 years ago
Get Ready with Shennandoah Connor: Focusing On Your Client’s Perspectives
Episode 17
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"It’s your story, you own it, you get to write the story that you’re going to tell, you get to write the story that you’re going to l…
6 years ago
Get Ready with Maxwell Schmitz: The Impact Of Covid-19 On The Insurance Industry
Episode 16
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"It’s a very fluid situation. 90% of financial services institutions had a pandemic response ready. From a broad scale perspective, t…
6 years, 1 month ago
Get Ready with Sam Renick: It’s Never Too Early for Financial Education
Episode 15
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“ The most important thought, is the idea of paying yourself first or spending less than you earn, however you like to look at it. I…
6 years, 1 month ago
Get 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 annuit…
6 years, 2 months 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, y…
6 years, 2 months 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 l…
6 years, 3 months 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 yoursel…
6 years, 3 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 …
6 years, 4 months ago