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Know How episodes
- Richard Szuch – Senior & Vulnerable Investor Financial Protection and ReportingRichard Szuch is a senior member of the Securities Litigation and Regulation practice group of Bressler, Amery and Ross. Richard regularly represents investment advisors, broker-dealers and banks; defending an array of fraud based claims. He defends clients in regulatory inquiries, arbitration concerning securities transactions and employment disputes. He has been in trials and hearings related...18 min
- Jay Stubbs – A Personal Perspective on How to Grow Your BusinessJay Stubbs is celebrating over 20 years in the financial services industry. He has been a qualifying member of the Million Dollar Round Table, served as President of the NAIFA chapter in his hometown of Mobile, AL, as well as the President of NAIFA-Alabama. He is past President of the Estate Planning Council in Mobile,...31 min
- Seth Preus – Gamification Strategy to Increase Sales and Productivity
Seth Preus is an entrepreneur whose endeavors span 20 years
and have touched multiple industries including insurance, paperboard &packaging, real estate, search engine optimization (focused on real estate),and lead generation. He is passionateabout productivity. The last 10 years of his career have been devoted tobuilding and utilizing productivity tools that enable businesses to track andanalyze performance metrics and provide them with the mechanisms to immediatelyinfluence sales team behavior for increased sales, greater profitability, andimproved morale.Seth is an expert in the field of software productivity management tools with a focus on goal setting, sales & activity tracking, sales analysis, compensation plans, rewards and recognition concepts, gamification, and ROI calculators. He regularly shares his knowledge on the topic through industry seminars, white papers, and public speaking engagements.
http://www.racingsnail.co/
29 min - Bill Wienhoff – Clear CertBill Wienhoff is the founder and CEO of ClearCert, which is an independent, centralized training certification clearinghouse for producers and leading Long Term Care Insurance and annuity carriers. His firm publishes carrier authorized state-by-state rules, pre-certifies training courses that meet carrier requirements, and maintains a direct reporting network with hundreds of training firms across the United States. The ClearCert...22 min
- Troy Korsgaden – Discussion Partner, A Radical Transformation to Unrivaled Service in the Insurance IndustryDON’T GET LEFT BEHIND! The insurance industry is going through a revolution, but too many carriers, brokers, agents, and team members aren’t keeping up with the changes. Today we live in an Amazon.com world of convenience, information, and choices. People expect every product and service – including insurance – to be as easy and efficient...26 min
- Jeff Brown – The California Privacy Law and It’s Impact Upon the Insurance IndustryJeff Brown is the EVP of sales for Imprezzio, Inc., a Spokane-based proprietary software company that helps insurance carriers and agents manage data for better growth and distribution. The company provides sales software to over 150,000 users with several of the largest carriers in the nation. At Imprezzio, Brown is responsible for the software company’s...22 min
- #2 – Who Uses Cyber Security?The internet’s philosophy of open communication permits us to express ourselves freely. It also leaves us immensely vulnerable. Criminals depend on the cyber world to conduct their illegal activities just as industriously as legitimate business and ethical people do. Unfortunately, the illegal and unethical use of cyber technology has made your job more complicated. Knowing...8 min
- #1 – Developing Common Cyber Security SenseDid you know that human error continues to be one of the most significant causes of data and security breaches? In today’s world these risks and exposures come into play with just about everything we do. Experiencing a security compromise can include not only the ones we usually think about such as when we make...9 min
- Jesse Slome – Short Term Care SpecialistJesse R. Slome, an award-winning public relations professional recognized for his work marketing the Cabbage Patch Kids dolls, is one of the nation’s leading experts in the field of marketing insurance and financial products. Slome is founder and president of Sales Creators, Inc., the nation’s largest producer of generic LTCI sales and marketing material. Prior...30 min
- Robert Strauss – Constructive Technology for Life InsuranceRobert Strauss, JD is the Founder and CEO of Lifester Corporation, creators of Lifester.com, a web-based, software platform that makes it easier for consumers to make decisions about buying life insurance, while at the same time addressing many of the challenges producers have communicating the many complex product features, proposals and strategies. Lifester.com is expected...20 min
About Know How
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The premier Podcast resource for the insurance and investment profession. Where financial services professionals go to listen and learn. Enjoy insights and entertainment from high profile guests who…
share their stories and expertise. The Vantage Point series features personal conversations with the most successful producers, executives, and policymakers in the insurance and investment industry. Listen in as they share stories of struggle and success in achieving where they are today. With the Know-How series you can listen in as we interview industry specialists and opinion leaders who share their views on topics and trends. Simple and clear explanations of products and practices from subject matter experts around the world.