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Gain valuable insights, innovative strategies, and expert opinions from industry leaders in the financial profession. Discover how to build your most successful practice with the freedom of independen... more
FAQs about Insights for Independence:How many episodes does Insights for Independence have?The podcast currently has 35 episodes available.
November 19, 2023Service as a Standard in Finance and in Life - Ft. Aaron KleinOn this episode of Insights for Independence, we hear from very special guest, friend, and Nitrogen co-founder, Aaron Klein, on how to lead boldly with a service mindset. ...more39minPlay
November 05, 2023Finding Your Power & Rattling the Cage - Ft. Dr. Bridget CooperOn this episode of Insights for Independence, Dr. Bridget Cooper shares her expertise on communicating clearly & powerfully, finding your power, and rattling the cage. ...more32minPlay
October 20, 2023Getting Prospects in the Seat - Ft. Lara GallowayOn this episode of Insights for Independence, Lara Galloway from White Glove shares her expertise on getting prospects in the seat. "You don't have to buy someone a steak dinner to offer the answers to questions they're already losing sleep over."...more38minPlay
August 25, 2023Market Differentiation In a Small Town - Ft. Julie GraneyOn this episode of Insights for Independence, advisor Julie Graney of Beulah, North Dakota discusses marketing herself differently in her small town where competitors are next door. With a goal to own the marketplace, Julie shares her story, her tactics, and what tasks she offloads to her team....more31minPlay
August 20, 2023Retirement Income Planning With Income Lab - Ft. Justin Fitzpatrick and John JohnsonOn this episode of Insights for Independence, we talk about using tech to change the landscape of retirement income planning....more28minPlay
August 06, 2023Bridging the Gap Between Technology and The Human Element - Ft. Danny LohrfinkOn this episode of Insights for Independence, we hear from co-founder of Wealth.com Danny Lohrfink on providing advanced tech to financial advisors while maintaining the human element. ...more33minPlay
July 23, 2023Creating Generational Client Relationships Through a Committed Support Team - Ft. Kurt HagemannOn this episode of Insights for Independence, we hear from valued advisor Kurt Hagemann on his success in creating generational client relationships through leveraging a supported independent model. ...more37minPlay
July 09, 2023Creating a Client Centric Practice - Ft. Penny PhillipsOn this episode of Insights for Independence, we hear from special guest Penny Phillips on how to gain a deeper understanding of your client's needs by asking thought-provoking questions to build an amazing client experience. ...more35minPlay
June 26, 2023Investing In Yourself - Ft. Joe LucaksOn this episode of Insights for Independence, we hear from coach Joe Lucaks on how important it is for advisors to both build their practice while also investing in themselves. ...more39minPlay
June 05, 2023Cultivating Your Digital Presence and Differentiating Marketing Strategies Ft. Derek MazzarellaOn this episode of Insights for Independence, we hear from Derek Mazzarella on how he developed his digital footprint with relevant content while also differentiating his marketing into one larger cohesive plan. ...more31minPlay
FAQs about Insights for Independence:How many episodes does Insights for Independence have?The podcast currently has 35 episodes available.