Jul 23, 2021
The retirement landscape is continually shifting and changing as the years go by. Each generation of retirees have new challenges and hurdles to overcome. As we are introduced to these problems, new products are developed to try and address these needs. We invite David Blanchett to the show today to discuss some of the...
Jul 16, 2021
2020 really solidified the idea that technology is here to stay. We need to embrace this mindset and find the most efficient use of technology as it relates to our businesses. We invite Arron Price to today’s show. Arron will discuss how technology relates to relevancy and product development and some helpful tips for...
Jul 9, 2021
As we go through life, we will encounter many peaks and valleys. At times it can be easy to give up on a goal, or a dream you have, but you must persevere to achieve greatness. We invite Marques Ogden to today’s show and he will talk about the importance of being resilient and finding a purpose.
About Marques Ogden:
Jul 2, 2021
Tom sits down with Alana Kohl who is the President and Founder of AdvisorPR. We discuss how AdvisorPR helps financial advisors develop their brand, create and curate content for their clients, and much more on today's show.
About Alana Kohl:
Alana is the President and Founder of AdvisorPR. AdvisorPR is dedicated to...
Jun 25, 2021
In this episode, Tom speaks with Brad Swineheart of White Glove about using data metrics and tracking what are the best ways for advisors to work with their clients. He shares some of the upcoming projects that White Glove is incorporating into their business model, and how they hope to bring a simpler approach to...