To view the articles being discussed, visit aspiremagazine.us to access the issue.
Julia McCoy, Founder of First Movers and AI Integration Pioneer, joins Aspire Magazine’s Off the Page to share her personal experience using artificial intelligence at a pivotal time in her business and offers concrete ways AI can help financial advisors offload busy work and focus on strategy.
Kristin Andee, founder and chief strategist for My FA Coach and the Andree Group and Bridget Herman, sales director, independent distribution at Securian Financial, join Aspire Magazine’s Off the Page to highlight the benefits of a family-forward approach to clients and practice management. Learn the best approach to bring the younger generations into your clients' planning discussions and why these can lead to referrals that have demonstratable greater retention rates.
Joe Ross, VP, Sales Productivity and Business Development for Corebridge Financial, suggests an often overlooked approach to creating guaranteed retirement income: life insurance. Learn what financial advisors should consider when approaching their clients.
Wellness can be a strategy to improve longevity and financial security in retirement. Jenny Hohman, AVP of Life Marketing at Symetra and Matt Kansy, a registered dietician and health and wellness advisor, talk to Off the Page about how financial advisors can help their clients proactively avoid health risks in retirement through a healthy lifestyle while making plans to address the practical and financial challenges associated with aging and failing health.
Lauren Pollak, VP of In-Force Management in Prudential Financial’s Individual Life Insurance business, suggests financial advisors can help their clients stay financially protected by having regular check‑ins and conversations about their clients’ evolving needs and priorities. Learn why proactively planning for your clients' evolving creates a positive experience for both you and your client.
Phil Chuba, VP, Individual Life Insurance Strategic Relationship Management at Prudential, joins Chuck Anderson, host of the Off the Page podcast, to reflect on the industry’s remarkable transformation over the past few decades. Chuba highlights — despite all the changes — the industry's mission remains people- and relationship-centered.
Disclaimer: This program is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer by Aspire magazine or any third party to buy or sell any securities or other financial instruments in any jurisdiction in which such solicitation or offer would be unlawful under the securities laws of such jurisdiction.
