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Get Ready with Chris Hall: The future of estate planning Jan 25, 2024

In this episode,  of GET READY!, I spoke with Chris Hall about the blending of technology with human advisors, strategic partnerships and tr...

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Get Ready with Sharon Bially and Emily Adams: The Value of PR and Developing Your Brand Jan 25, 2024

“Keep your mind open to new perspectives and possibilities to help people” - Emily Adams

“For every initiative, think about how you can hel...

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Get Ready with David Paul: The Future of Insurance Company Financial Analysis Jan 25, 2024

Any analysis should be measurable and quantifiable - David Paul

In this episode of GET READY!, I spoke with David Paul who specializes in t...

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Get Ready with Neil Granger: Best Practices for Identifying and Preventing Elder Financial Abuse Jan 25, 2024

Educate Yourself: Whether you are an advisor or a consumer, take advantage of available resources - Neil Granger

In this episode of GET REA...

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GET READY! Using Innovative Technology To Empower Financial Preparedness Jan 24, 2024

Every interaction is a learning opportunity.  Listen to your audience/customer, irrespective whether you are a business or are an employer, ...

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GET READY! With Mike Pepe: Improving Life Insurance Review Best Practices with Technology Jan 24, 2024

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, really be pas...

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Get Ready with Jack Schmitz and Maxwell Schmitz: What’s Going On With Disability Insurance and Long Term Care Insurance Jan 24, 2024

“Work hard & insure your income” Jack Schmitz

“Challenge yourself to think about others who’ve had major health issues. You can live throug...

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Get Ready with Nick Lamparelli: How Millennials and Technology Are Changing The Insurance Industry. Jan 24, 2024

“Social duty is part of shareholder value. Maximizing shareholder value is empty, yes, you have a responsibility to do that, however there’s...

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Get Ready with Kerry Hannon: Career Transitions and Women Taking Charge of Their Financial Planning Jan 24, 2024

“A key thing is to always pay yourself first. It’s really easy, you’re paying bills and you forget to save, to invest, to put money aside fo...

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The Get Ready Money Podcast with James Leary: Protect Your Most Valuable Asset Jan 24, 2024

🙌 On the latest episode of The Get Ready Money Podcast, I spoke with James Leary, cofounder of OneProtection about changing the way we think...

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Get Ready with Sheryl Garrett: Making Competent, Objective Financial Advice Accessible Jan 23, 2024

“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 the...

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Get Ready with Sheryl Brown: Female Advocacy in the Financial Services Community Jan 23, 2024

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 c...

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Get Ready with Bill Heestand: How a Smart Employee Can Buy Out the Boss Jan 22, 2024

“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 y...

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Get Ready with Sam Renick: It’s Never Too Early for Financial Education Jan 22, 2024

“ The most important thought, is the idea of paying yourself first or spending less than you earn, however you like to look at it.  It’s an ...

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Get Ready! with Shawna Reeves: Preventing Elder Financial Abuse Jan 22, 2024

“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 prosecu...

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Get Ready with Maxwell Schmitz: The Impact Of Covid-19 On The Insurance Industry Jan 22, 2024

It’s a very fluid situation. 90% of financial services institutions had a pandemic response ready. From a broad scale perspective, the finan...

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Get Ready with Shennandoah Connor: Focusing On Your Client’s Perspectives Jan 22, 2024

“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 live” - ...

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Get Ready! with JM Ryerson: Best Practices in Leadership & Teamwork Jan 22, 2024

“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 want to...

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Get Ready! with Donna Bandelloni: The Value of Family Financial Meetings Jan 21, 2024

“Be educated about sources of information, because knowledge is power and then live within your means. That to me, goes hand in hand.” - Don...

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Get Ready with Chris Hall: Why You Should Review Your Estate Plan Jan 21, 2024

Quote: Estate planning is not just for when you die, having a proper estate plan means that you’re going to be able to keep control over you...

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Get Ready with Daniel Lee: Have An Investment Plan Jan 21, 2024

Have a plan. Have goals. But, don’t just have goals and a plan, have a system that works for you. That might be creating an investment plan ...

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Get Ready with Peter Kwadwo Asare Nyarko: Global Financial Literacy for Children Jan 21, 2024

“You have to decide to make a conscious and intentional effort to obtain financial independence and once you do that, get all the resources ...

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Get Ready with Christine Benz: Simplifying Your Investment Strategy Jan 21, 2024

“Simplify and reduce the number of moving parts in your plan. Your investment portfolio doesn’t have to be complicated to be successful. Tha...

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Get Ready with Barry Flagg: Applying Prudent Investor Principles to Insurance Policy Reviews Jan 19, 2024

In this episode of GET READY!, I spoke with Barry Flagg, the Founder of Veralytic about the importance of reviewing insurance policies.

We ...

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