May 7, 2021
We have a special edition of the podcast today! Instead of a regular podcast recording, this discussion took place at an Elevate event in Chicago, where Tom was a guest speaker. He chats with Monica Breeding about how the pandemic has affected marketing, some best practices for digital marketing, and what we can expect...
Apr 30, 2021
In this episode, Tom speaks with Erica Pauley about how important it is for advisors and financial professionals to track data to best serve their clients. They also discuss how Erica’s company is helping coach these advisors, and what trends she has noticed in the past year when it comes to data and analytics.
About...
Apr 23, 2021
In this episode, Tom sits down with Jamie Hopkins to discuss the growing world of retirement planning, and how it will continue to change going forward for future retirees. Jamie also breaks down his role as a Retirement Research Director and how he expects the market to change from his recent research.
About Jamie...
Apr 16, 2021
On this Episode Tom takes a different approach, sitting down with fitness expert Devan Kline. They tie in how your fitness can help guide decisions you make in the business world, and how a good physical state of mind can lead to a more productive workplace and success.
About Devan Kline:
Kline is the Co-Founder and CEO...
Apr 9, 2021
When buying life insurance, it’s important to find a policy that is a great fit for your family and financial plan. However, there are many life insurance policies out there that take a one-size-fits all approach. The team at Schechter®wants to find a policy that is custom to you by utilizing advanced insurance...