Get Ready with Sam Renick: It’s Never Too Early for Financial Education

“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 action on.” – Sam Renick In this episode, I spoke with Sam X Renick, founder of the “It’s a Habit!” Company and co-creator … Read more

Get Ready with Sheryl (Brown) Hickerson: Female Advocacy in the Financial Services Community

“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 more efficient. The money that you save from that, reinvest that money into other areas marketing yourself and amplify your thought leadership instead.” Sheryl Brown … Read more

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

“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 the rules and regulations to protect those who we are supposed to be serving – I couldn’t have said it … Read more

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

“It’s easy when you meet new people, when you’re at a conference or something, to start feeling like you need to be marketing yourself, telling them who you are. Instead, ask questions and learn who they are. If you listen, you make the other person feel great and so you’ve made a connection. And you’ll … Read more

Get Ready Podcast: How Millennials and Technology Are Changing The Insurance Industry

“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 don’t have to sacrifice one for the other, you can create a ton of value by implementing loss control in other things into your … Read more

Get Ready Podcast: What’s Going On With Disability Insurance and Long Term Care Insurance

“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 need to suffer financially on your road to recovery.” Maxwell Schmitz  In this episode of Get Ready!, I spoke with Jack Schmitz, President of DI & LTC … Read more

Get Ready Podcast: Improving Life Insurance Review Best Practices with Technology

“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 GET READY!, I spoke with Mike Pepe, founder of Proformex (here) about Proformex’s life insurance … Read more