Get Ready with Maxwell Schmitz: The Impact Of Covid-19 On The Insurance Industry

“It’s a very fluid situation. 90% of financial services institutions had a pandemic response ready. From a broad scale perspective, the financial stability portion is not a concern as this time.”  Maxwell Schmitz  “Everyone has a plan, until they get punched in the mouth”. Mike Tyson In this episode, I spoke with Maxwell Schmitz, the … Read more

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