Feb 26, 2021
In today’s show, Tom speaks with Diamond Consultants President Louis Diamond, to discuss all things enterprise value for independent advisors. He also provides a unique and qualified perspective when it comes to company evaluations, implementing plans of continuity and succession, as well as how to effectively add...
Feb 19, 2021
The world around us is constantly changing and it's important that we are able to adapt in our business appropriately to better serve our clients. That's exactly what David Drummond has perfected in his practice. We talk to David about how COVID-19 has changed the way they do business, and the importance of continually...
Feb 12, 2021
In this episode, John sits down with Megan Carpenter and Candice Carlton from FiComm to discuss their marketing mantra “New Skool,” which is helping leaders become authentic in their approach. They also discuss how to market to different audiences in this new age, and how to incorporate new methods to reach...
Feb 5, 2021
Tom sits down with Sheryl Moore to discuss her experience in the financial insurance industry. They cover what financial professionals need to know about regulations and products, as well as what consumers can learn about annuities.
About Sheryl Moore
Sheryl is an annuity and life insurance expert. She serves as the...