All Episodes
Episodes
Get Ready with Daniel Lee: Have an Investment Plan
"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 to begin with and following that investment plan. It might be automating...
View Episode
Get Ready with Chris Hall: Why You Should Review Your Estate Plan
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 yourself and your person in the event that you’re incapacitated or that you...
View Episode
Get Ready! with Donna Bandelloni: The Value of Family Financial Meetings
“Be educated about sources of information, because knowledge is power and then live within your means. That to me, goes hand in hand.” - Donna BandelloniIn this episode of GET READY!, I spoke with Donna Bandelloni,...
View Episode
Get Ready! with JM Ryerson: Best Practices in Leadership & Teamwork
“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 retire, what would that look like, how can I possibly get there. If you...
View Episode
Get Ready! with Shawna Reeves: Preventing Elder Financial Abuse
“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 prosecuted -that is not how change is going to happen. It’s really going to happen...
View Episode
Get Ready with Shennandoah Connor: Focusing On Your Client’s Perspectives
"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" - Shennandoah ConnorIn this episode, I spoke with Shennandoah Connor, Vice...
View Episode
Get Ready with Maxwell Schmitz: The Impact Of Covid-19 On The Insurance Industry
"It’s a very fluid situation. 90% of financial services institutions had a pandemic response ready. From a broad scale perspective, the financial stability portion is not a concern as this time." - Maxwell...
View Episode
Get Ready with Sam Renick: It’s Never Too Early for Financial Education
“ 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 important idea that anyone can take action on.” - Sam RenickIn this episode,...
View Episode
Get Ready with Bill Heestand: How a Smart Employee Can Buy Out the Boss
“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 you.” - Bill HeestandIn this episode, I spoke with Bill Heestand, author of...
View Episode
Get Ready! with Sheryl Brown: Female Advocacy in the Financial Services Community (E13)
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 cut your costs and you’ll make yourself more efficient. The money that you...
View Episode
Get Ready! with Sheryl Garrett: Making Competent, Objective Financial Advice Accessible (E12)
“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 gunslingers of the Wild West, we don’t have the rules and regulations to...
View Episode
Get Ready with Kerry Hannon: Career Transitions and Women Taking Charge of Their Financial Planning (E11)
“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, telling them who you are. Instead, ask questions and learn who they are. If you...
View Episode