Leadership definitions and competencies are addressed during this fascinating discussion featuring Steve Anderson, CLF®, Senior Executive Vice President and National Sales Manager with Waddell & Reed 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.
Dr. Peggy Marshall, the Director of Coaching Strategy at Nationwide Financial Services and Stephen D. Tarr, CLU®, ChFC®, CAP®, CASL®, MSM, a Senior Vice President at The American College discuss the coaching relationship and the ways it can evolve, succeed or fail.
Michael Corey, a partner with The Caldwell Partners International, an executive search firm, shares his insights with Wealth Channel® Correspondent Adam Batchelor on the current job market and talks about what financial planners need to know when working with top tier executives.
Two professors from The American College, Kevin M. Lynch, ChFC®, CLU®, RHU®, REBC®, CASL®, CAP®, LUTCF, CFP®, and Glenn E. Stevick, Jr., ChFC®, CLU®, LUTCF, discuss the different factors that affect the integration of disability insurance into the financial planning process - including occupational definitions and consumer awareness.
Depreciated assets and the use of tax and time horizon strategies to help increase the value of a client's estate plan are discussed by John S. Budihas, CLU®, ChFC®, CFP®, an Advanced Sales Consultant with the Individual Life Division of the Hartford Life Insurance Company, a subsidiary of the Hartford Financial Services Group, Inc., and Richard R. Scottoline, FSS, Director of Online Learning, The American College. Click here to view "How to Leverage Depreciated Assets Into A Multimillion Dollar Legacy," which originally appeared in the December 2009 edition of Broker World.
Is pursuing wealth an ethical goal? That's the question addressed during this segment featuring Ronald F. Duska, Ph.D., holder of the Charles Lamont Post Chair of Ethics and the Professions, Professor of Ethics and Director of The American College Center for Ethics in Financial Services and Philip B. Cubeta, CLU®, ChFC®, MSFS, CAP®, holder of the Sallie B. and William B. Wallace Chair in Philanthropy at The American College. The plot from Shakespeare’s King Lear is used to help illustrate points as a case study.
The importance of a value proposition and the questions to ask when creating a mission statement are discussed in detail by Matthew Halloran, a Certified Life Coach and Practice Management Coach with PEAK. A sample presentation showing how these can be used effectively is included in the segment.
David F. Woods, CLU®, ChFC®, LUTCF, the former President of the LIFE Foundation and former CEO of NAIFA talks about the valuable contributions made to the financial services industry by individuals with wisdom and experience.
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 talk about how to set performance expectations for both new and seasoned associates.
In this segment, Denny Axman, CLU®, ChFC®, CFP®, Vice President of Sales with Capitas Financial/Pinnacle Insurance & Investments, LLC., Sam G. Torolopoulos, CPA, President of ATI Capital Group, Inc. and Bruce R. Abernethy, Jr., JD, an Attorney certified in wills, trusts and estates by the Florida Bar Board discuss business transfer motives, channels and methods. The value of advisory teams is also discussed. Bruce Abernethy, Jr.
Proposed legislation creating the Consumer Financial Protection Agency and fiduciary standards is discussed by Philip E. Harriman, CLU®, ChFC®, a Partner with Lebel & Harriman, LLP and Past President of the Million Dollar Round Table (MDRT). Wealth Channel® Correspondent Adam Batchelor reports.
In this discussion and role play, Ron Carson, ChFC®, CFP®, the Founder and Chief Executive Officer of PEAK and Greg Opitz, a Senior Practice Management Coach at PEAK talk about closing the sale and what to do when a client says, "I want to think about it."
Michael L. Kalen, CLU®, ChFC®, Chief Executive Officer, FUTURITY FIRST Insurance Group talks with Wealth Channel Correspondent Adam Batchelor about the next generation of financial service product distribution channels and the impact they will have on the consumer.
Robert Jackway, CLU®, ChFC®, CASL®, a Financial Advisor and Branch Manager with Raymond James Financial speaks with Wealth Channel® Correspondent Pat Cheers about a variety of consumer fraud related issues including what financial professionals should do if they suspect a coworker is engaged in inappropriate financial transactions.
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 talk about the interactions between new and tenured associates as the key to achieving superior results.
In this segment, Hank George, CLU®, Chief Executive Officer of Hank George Inc., and author of Underwriting: What Every Producer Must Know and Nancy P. Morith, CLU®, CASL®, Adjunct Professor of Insurance at The American College discuss the importance of paramedicals and their relationship to client insurance ratings.
In this segment, Denny Axman, CLU®, ChFC®, CFP®, Vice President of Sales with Capitas Financial/Pinnacle Insurance & Investments, LLC. and attorney Bruce R. Abernethy, Jr. provide a detailed case study that examines business succession and estate planning issues.
Consumer attitudes about life insurance are discussed during this fascinating segment featuring Richard A. Brugger, Jr., LUTCF, a Vice President of Marketing with Prudential Individual Life Insurance, a division of The Prudential Insurance Company of America and Kevin M. Lynch, ChFC®, CLU®, RHU®, REBC®, CASL®, CAP®, LUTCF, CFP®, an Assistant Professor of Insurance at The American College. Click here for more information about the research conducted by Prudential.
The benefits of ethical recommendations and the differences between "persuasion" and "manipulation" are discussed and demonstrated in a role play featuring Ron Carson, ChFC®, CFP®, the Founder and Chief Executive Officer of PEAK and Greg Opitz, a Senior Practice Management Coach at PEAK.
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 discuss value propositions and their role in enhancing both employee retention and employee accountability.
The questionable value of free lunch seminars, the sale of unsuitable securities and consumer investment fraud are discussed by Robert Jackway, CLU®, ChFC®, CASL®, a Financial Advisor and Branch Manager with Raymond James Financial and Wealth Channel® Correspondent Pat Cheers.
In this segment, Hank George, CLU®, Chief Executive Officer of Hank George Inc., and author of Underwriting: What Every Producer Must Know and Nancy P. Morith, CLU®, CASL®, Adjunct Professor of Insurance at The American College discuss paramedicals and the behaviors that can alter medical test results including fasting, smoking, caffeine intake and exercise.