Sep 16, 2022
Many people dream of having a family, owning a business, and maybe writing a book, but not everyone makes it happen. Today we are going to hear from Jessica Weaver, CFP®, CDFA®, CFS®, Wealth Advisor, and Founder of the Women’s Wealth Boutique.
Jessica shares how she built a unique brand in the financial industry...
Aug 19, 2022
Hard to believe it’s already time for another mid-year update with our good friend Tony Parish, CFA®, CQF, who is the Chief Investment Officer at Alphastar Capital Management.
We're grateful for his time twice each year on the podcast as he gives us a great overview of the economy and investment markets. Today...
Aug 12, 2022
Today’s show will be a little bit different than most of our previous ones but we think you’ll get a lot out of this. Josh and Charlene Dearing are a local husband and wife team in the Charlotte area of North Carolina, and they bring years of experience in real estate.
We wanted to pick their brain on starting a...
Ep 77: Making Life Insurance Easier for Clients and Advisors with VP Dave Henry
Aug 5, 2022
Life insurance is going through a large transition right now. Sales are up across the board and financial professionals are drastically changing their approach to this product. Talking to your clients about life insurance is essential for both business and their well-being.
Carriers are trying to make life...
Jul 28, 2022
On today’s episode, Alecia Barnette, the Senior Vice President of Care Planning at FIG, joins us once more for her quarterly review of trends going on inside long-term care and long-term care insurance. A lot of changes are coming to the industry!
Carriers are listening and are creating innovative products for...