ThinkAdvisor Perspectives Podcast

United Planners' Sara Vogelsanger and Brian Kobel discuss what it takes for financial advisors to transition to a new firm, including the tools and support they need to succeed while maintaining client retention and satisfaction.

For financial advisors, transitioning from one firm to another can be challenging, but the right support can make the process easier for both advisors and their clients.

Helping advisors navigate these transitions requires specialized knowledge and expertise, which United Planners can provide. Sara Vogelsanger, Transition Manager, and Brian Kobel, Senior Manager of Enterprise Technology Solutions, bring years of experience helping make these transitions as seamless as possible.

Vogelsanger and Kobel join Sheila Agasi, executive vice president, chief revenue officer and general partner at United Planners Financial Services, to discuss how these transitions work and how advisors can approach the process. Together, the three discuss:

• How advisors can benefit from white-glove service and transition expertise to ensure a smooth transition.
• The role technology plays in supporting a successful transition, including oversight of data and special considerations such as cybersecurity.
• Why choosing the right partner matters during this critical time.

Listen to the full conversation to learn how advisors can navigate a transition while minimizing disruption and continuing to provide their clients with the support they need.

To hear the full conversation, listen here. To learn more about United Planners, visit here.

In the second part of a two-part podcast called Beyond the Premium: Part D Planning Strategies, Humana Associate Vice President for Medicare Prescription Drug Plans Jay McKnight continues his conversation with ThinkAdvisor contributor Bobbie Turner about what brokers need to know about prescription drug plans (PDP) and how they can best guide their senior clients.

In this episode, called Industry Trends Shaping PDP Plan Selection, McKnight and Turner discuss:

• How the value proposition of a standalone PDP has shifted from a basic premium comparison to a more strategic decision for beneficiaries
• Why brokers need to frame conversations around financial predictability and long-term risk management for their clients
• Why the broker's role has evolved from periodic enrollment support to a year-round adviser, especially when it comes to Medicare Part D plans

To hear or relisten to the first part of this discussion, click here.

To learn more about Humana's Prescription Drug Plans, click here.

Over the last several years, Medicare prescription drug plans have become increasingly important, especially as the senior population grows and many seniors manage multiple chronic conditions.

In the first part of a two-part podcast called Beyond the Premium: Part D Planning Strategies, Humana Associate Vice President for Medicare Prescription Drug Plans Jay McKnight talks with ThinkAdvisor contributor Bobbie Turner about what brokers need to know about prescription drug plans (PDP) and how ongoing changes can affect their clients.

In this episode, called How PDP Choices Shape Health Outcomes, McKnight and Turner discuss:

• Specific elements of PDP design and how they can affect members' health care
• The role wellness programs play in managing Medicare Part D plans
• How brokers can add value as educators around medication use and benefit navigation while staying within their professional lane

To learn more about Humana's Prescription Drug Plans, click here.

United Planners' Aaron Spradlin and Mustapha Baassiri, co-founder of Hamachi.ai, discuss the effects AI is having on the financial services industry and the risks and rewards for advisors and their clients.

Artificial intelligence is transforming nearly every industry, and financial services is no exception. From virtual chatbots to advanced automation platforms, AI is changing how advisors engage with clients and manage their businesses.

Aaron Spradlin, CTO of United Planners, and Mustapha Baassiri, co-founder of Hamachi.ai, have observed these technologies evolve over the past several years. Together, they offer unique insights into the opportunities and challenges associated with adopting AI.

In this podcast, Spradlin and Baassiri join Sheila Agasi, executive vice president, chief revenue officer and general partner at United Planners Financial Services, to discuss how AI is reshaping the financial advice industry, including:

· -What AI really means and the effects it's having on financial advisors

· -How advisors can leverage AI to streamline their businesses and improve efficiency

· -Why security and data privacy are critical as AI use increases

· - Practical lessons advisors can apply when adopting AI

Listen to the full conversation to learn how advisors can responsibly leverage AI while managing security, compliance and client trust concerns.

To hear the full conversation, listen here. To learn more about United Planners, visit here.

Josh Allen, CEO of TCP Asset Management, shares his perspective on how advisors should approach the realities of succession and continuity planning.