We wrapped up our April Focused Planning Series on Estate Planning with Attorney Eric Christoffersen, who shared his expertise. He discussed the importance of having a game plan for your clients’ Estate Planning in a game where the rules [...]
Dave Soczek returns to the BREW to discuss compensation strategies for your business owner clients. We'll review common issues and solutions. Dave works with other financial professionals throughout the country to provide solutions to many of the issues their [...]
Succession planning is a pivotal moment in the life of every financial advisor. Advisors must navigate an intricate landscape of succession planning considerations to preserve the legacy they’ve worked hard to build. On this episode, Award-Winning Marketing Strategist, Tiffany [...]
Pam Sheehan, Publisher & Editor of Aspire Magazine for financial professionals discusses her publication's launch and meteoric rise in 2023 as well as plans for the year ahead.
Dave Soczek is a recurring BREW guest and works with other financial professionals throughout the country to provide solutions to many of the issues their business clients face, such as: recruiting, rewarding and retaining key employees; correcting deficiencies in [...]
E4 welcomes Chris Gandy, representing NAIFA and discussing his distinguished career. Chris will share pointers on how to have the mindset of the 1% and STAY in the mindset of the 1%. Daily routines, staying mentally strong, and more. [...]
Founder and Director, Tiffany Markarian of Advantus Marketing discusses the power of centers of influence (COI's) in building a financial practice.
Brendon DeRouin and Dan Peterson, Managing Partners at E4 Insurance Services give a state of the life insurance industry and discuss E4IS year-to-date and future happenings.
Melissa Finnegan, VP of Training and Development with Lincoln Financial Distributors, presents on the topic of Breaking Through the Noise: The Art of Communication. Melissa focuses on sharing with attendees how to ask for an introduction artfully, the importance [...]
2022 continues to be a year of extraordinary change for the US life and annuity industry. Jon will share his thoughts regarding some of the major trends in underlying demand, the relationship with the wealth management industry, the potential [...]
