Ron Carson, ChFC®, CFP®, the Founder and Chief Executive Officer of PEAK and Greg Opitz, a Senior Practice Management Coach at PEAK discuss the habits of top achievers. A “must see” for agency leaders!
In an excerpt of a presentation first made at The American College Knowledge Summit in Boston, Michael J. Vietri, CLU®, Executive Vice President with MetLife talks about how insurance products, clients and the financial services industry have changed over time.
The importance of creating a positive work environment through “virtuous circles” and their role in helping to increase employee retention is discussed by John E. Natoli, CLU®, ChFC®, CLF®, CFP®, a Deputy Managing Partner with the MassMutual Financial Group/Capstone Financial Partners and Glenn Boseman, CLF®, CLU®, Dean of the Irwin Graduate School, holder of the Roger Hull-James S. Bingay Chair of Leadership and Professor of Leadership at The American College.
Consumer investment fraud is the subject of this timely interview featuring Robert Jackway, CLU®, ChFC®, CASL®, a Financial Advisor and Branch Manager with Raymond James Financial. Wealth Channel® Correspondent Pat Cheers reports.
Political advocacy surrounding an upcoming financial literacy initiative, including a U.S. Senate resolution, are discussed during this segment featuring Sarah Spear, JD, Director of Policy and Public Affairs, Association for Advanced Life Underwriting (AALU), Sarano Kelley, Motivational Speaker and Author, The Game – Win Your Life in 90 Days, and Mary Quist-Newins, CLU®, ChFC®, CFP®, State Farm Chair in Women & Financial Services at The American College.
The strategic advantages of selling financial service products to clients that share an advisor’s interests and passions are discussed during this segment featuring Ron Carson, ChFC®, CFP®, the Founder and Chief Executive Officer of PEAK and Matthew Halloran, Certified Life Coach and Practice Management Coach at PEAK
This excerpt of a presentation on Employee Stock Ownership Programs that took place at The American College’s 2009 Knowledge Summit features Ronald J. Gilbert, MSFS, CLU®, ChFC®, President of ESOP Services, Inc.
Glenn Shapiro, Vice President of Claims for The Hartford’s Group Benefits Divisions and Kirk Okumura, a faculty member at The American College discuss what employers can do to help employees who are out of the office on short-term disability.
Strategies and initiatives open to financial professionals interested in promoting financial literacy are discussed during this segment featuring Sarah Spear, JD, Director of Policy and Public Affairs, Association for Advanced Life Underwriting (AALU), Sarano Kelley, Motivational Speaker and Author, The Game – Win Your Life in 90 Days, and Mary Quist-Newins, CLU®, ChFC®, CFP®, State Farm Chair in Women & Financial Services at The American College.
The benefits of sharing actionable ideas as part of a proactive client relationship strategy are discussed during this insight-filled segment featuring Ron Carson, ChFC®, CFP®, the Founder and Chief Executive Officer of PEAK and Larry Barton, Ph.D., President and Chief Executive Officer of The American College.
A report released by The Hartford that tracks disability claims during the winter season is discussed by Glenn Shapiro, Vice President of Claims for The Hartford’s Group Benefits Divisions and Kirk Okumura, a faculty member at The American College.
Process centric best practices are the focus of this enlightening discussion between Garth A. Bernard, President and CEO of the Sharper Financial, LLC, and Kenn Beam Tacchino, JD, Director of the New York Life Center for Retirement Income at The American College.
Igor Zey of the Zey Insurance Group offers his take on the various uses of life settlements and the future of the life settlement industry.
The author of Prospect or Perish explains why it is a focus on activity and not just product knowledge that makes for a successful career in selling.
Ron Carson explains the importance of making decisions based on trends, rather than the "message of the day" and offers his take on what to expect in 2010.
Sarano Kelley talks about the reaction to his VH1 special "Broke and Famous," and how the consumers of America are hungry for financial knowledge.
The former CEO of NAIFA gives a reminder of why agents should refocus their efforts in 2010 and never have to wonder if those efforts were "enough."