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

Get Ready Podcast: Using Innovative Technology To Empower Financial Preparedness

“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 your team. The more you understand the need, the better you will be able to serve.” – Roshni Chowdhry “Financial literacy is the first step, … Read more

Get Ready with Neil Granger: Best Practices for Identifying and Preventing Elder Financial Abuse

  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 identification and prevention of elder financial abuse. Neil and I discussed best practices for insurance agents, common fraud techniques and elder … Read more

Get Ready E4: The Value of PR and Developing Your Brand with Sharon Bially & Emily Adams

Welcome to Episode 4 of the GET READY! With Tony Steuer podcast in partnership with Insurance Nerds. “Keep your mind open to new perspectives and possibilities to help people” – Emily Adams “For every initiative, think about how you can help others rather than what you can get out of it” – Sharon Bially In … Read more