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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 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 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