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Get Ready with Neil Granger: Best Practices for Identifying and Preventing Elder Financial Abuse Jan 25, 2024

Educate Yourself: Whether you are an advisor or a consumer, take advantage of available resources - Neil Granger

In this episode of GET READY!, I spoke with Neil Granger who specializes in the...

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GET READY! Using Innovative Technology To Empower Financial Preparedness Jan 24, 2024

Every interaction is a learning opportunity.  Listen to your audience/customer, irrespective whether you are a business or are an employer, attempt to truly learn more about your user base or...

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GET READY! With Mike Pepe: Improving Life Insurance Review Best Practices with Technology Jan 24, 2024

The bottom line is the Golden Rule, try to do the best thing for the client, treat them just like you want to be treated. And, really be passionate about what you do - Mike Pepe

In this episode of...

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Get Ready with Jack Schmitz and Maxwell Schmitz: What’s Going On With Disability Insurance and Long Term Care Insurance Jan 24, 2024

“Work hard & insure your income” Jack Schmitz

“Challenge yourself to think about others who’ve had major health issues. You can live through a lot and there’s no...

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Get Ready with Nick Lamparelli: How Millennials and Technology Are Changing The Insurance Industry. Jan 24, 2024

“Social duty is part of shareholder value. Maximizing shareholder value is empty, yes, you have a responsibility to do that, however there’s lots of different ways to do that , you...

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Get Ready with Kerry Hannon: Career Transitions and Women Taking Charge of Their Financial Planning Jan 24, 2024

“A key thing is to always pay yourself first. It’s really easy, you’re paying bills and you forget to save, to invest, to put money aside for you and wish fund, you’re not...

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The Get Ready Money Podcast with James Leary: Protect Your Most Valuable Asset Jan 24, 2024

On the latest episode of The Get Ready Money Podcast, I spoke with James Leary, cofounder of OneProtection about changing the way we think about protecting our most valuable asset, our income...

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Get Ready with Sheryl Garrett: Making Competent, Objective Financial Advice Accessible Jan 23, 2024

“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...

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Get Ready with Sheryl Brown: Female Advocacy in the Financial Services Community Jan 23, 2024

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...

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Get Ready with Bill Heestand: How a Smart Employee Can Buy Out the Boss Jan 22, 2024

“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 Heestand

 In this episode, I...

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Get Ready with Sam Renick: It’s Never Too Early for Financial Education Jan 22, 2024

“ 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...

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Get Ready! with Shawna Reeves: Preventing Elder Financial Abuse Jan 22, 2024

“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....

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