Chad has been with Eide Bailly for over 25 years. He specializes in performing business valuation services for estate and gift tax purposes, litigation, and purchasing, as well as selling businesses. In addition to performing financial projections, forecasting, and [...]
Kelsey Spencer (Grail Insurance) will be sharing how leading life insurance companies are embracing innovation to detect cancer early with a new test Galleri. This is the first-of-its-kind multi-cancer early detection test that looks for a signal shared by [...]
Succession Planning Considerations for a Financial Advisor’s Practice with Tiffany Markarian, Advantus Marketing
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 [...]
Join Dan and Brendon as they do a recap of 2023 and a look ahead of 2024 plans.
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.
Jon Thomas from Amada Senior Care joins E4 for a discussion on the realities of home care: the costs & the challenges your client may face. Most seniors want to age in place and live out their remaining years [...]
On this BREW, Steve Walker asks you to look at your book of business. Do you have clients that want to protect their loved ones by creating a financial legacy? Tune in to learn how insurance can help add [...]
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 [...]
The annuity industry and the business submittal process has become overly complex over the last few years. E4IS is here to simplify your life with a central location to easily submit business In Good Order with Firelight. Do you [...]
Listen in with Dan and Brendon as they review current industry trends, review E4’s YTD growth, and our continued focus on providing a consistent, positive experience for advisors.