Podcasts about highland capital brokerage

On this episode, special guest Mike Raczkowski of Highland Capital Brokerage joins Phil to talk about 2024 planning and taxes. 

Discover Rising Tides with Erin Marcus How the Outside Makes the Inside Better Through conversations with female business owners, we explore the benefits of time spent outside to maintain life balance. The time outside and activity may differ in each conversation, but we delve into the subject to find the commonality that drives us all.  As a business owner, I find myself outside to balance the challenges of every day Discovering Guest Erin Marcus is the founder and CEO of Conquer Your Business, an international company helping entrepreneurs and small business owners get out of reaction mode so they can be in charge of their businesses....and in charge of their lives.  Having made the successful leap from corporate executive to entrepreneur, she uses that experience, along with her MBA education and street smart upbringing to help her clients reach heights they never dreamed possible. Erin is also an international speaker, having spoken for both corporate and entrepreneurial audiences including Highland Capital Brokerage, US Bank, Women's Council of Realtors, and a variety of entrepreneur organizations. She is also the host of Ready Yet? Podcast.  “There are all sorts of people out there telling you what you need to do. The problem is very few of them can actually show you how to do it. Then when you add in the piece of helping you understand who you need to be to do it ...... well then the sky's the limit!” September 7th, 2022  2:00 pm PST Submit Questions hello@discoverrisingtiders.com  or call in live during the show 1-323-580-5755 https://discoverrisingtides.com/offerings      

Discover Rising Tides with Erin Marcus How the Outside Makes the Inside Better Through conversations with female business owners, we explore the benefits of time spent outside to maintain life balance. The time outside and activity may differ in each conversation, but we delve into the subject to find the commonality that drives us all. As a business owner, I find myself outside to balance the challenges of every day Discovering Guest Erin Marcus is the founder and CEO of Conquer Your Business, an international company helping entrepreneurs and small business owners get out of reaction mode so they can be in charge of their businesses....and in charge of their lives. Having made the successful leap from corporate executive to entrepreneur, she uses that experience, along with her MBA education and street smart upbringing to help her clients reach heights they never dreamed possible. Erin is also an international speaker, having spoken for both corporate and entrepreneurial audiences including Highland Capital Brokerage, US Bank, Women's Council of Realtors, and a variety of entrepreneur organizations. She is also the host of Ready Yet? Podcast. “There are all sorts of people out there telling you what you need to do. The problem is very few of them can actually show you how to do it. Then when you add in the piece of helping you understand who you need to be to do it ...... well then the sky's the limit!” Submit Questions hello@discoverrisingtiders.com https://discoverrisingtides.com

In this throwback episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck interview Greg Zahn, AVP of Multiline and Digital Strategies at Highland Capital Brokerage. Greg talks about his career in the insurance industry and the significance of life insurance. He also discusses the benefits of understanding the disability policy in life insurance, and the value of digital tools in creating systems that are more accessible.   Episode Highlights: David introduces Greg Zahn. (1:29) Greg shares his background in the insurance business. (2:02) Greg says that most of what they do at Highland will make sense as to why he works on a digital footprint, and what he does for PNC and benefits organizations. (2:21) Greg shares the goal of their company. (3:01) Did Greg work initially in life insurance after college? (4:42) Greg says that his experiences led him to understand many aspects of life insurance. (5:52) Greg shares that one of the key elements of life insurance is a disability. (12:41) Greg mentions that term insurance is a great and easy solution to get the death benefit done. (13:43) What is the significance of disability? (15:45) Greg shares that there are plenty of options about disability to where a business can have a disability policy for their customer, or their employee. (16:57) Greg mentions that life insurance has a significant aspect when it comes to cash value inside the permanent policies. (17:53) Greg shares that when it comes to death and disability, facts and figures are helpful, and sometimes they like stories of where things have gone wrong, but at the end of the day, helping them understand that a minor cost compared to a major issue is vital. (24:02) Greg thinks that having a network is a big factor. (28:05) David says that most financial planning companies out there are beholden to their products, and they are not regularly the best thing for the situation. (29:54) Greg shares the beauty of brokerage. (31:05) Greg mentions that Easy Life is an electronic application system and a client-facing tool. (34:54) David mentions that they have the Easy Life widget on their Florida Risk Partner website. (37:13) What are the biggest obstacles that Greg has come into when trying to engage with firms like them? (42:38) Greg explains the methodology with Highland Capital Brokerage. (44:20) Greg mentions that they have a new digital tool coming out that is more educational. (47:13) Greg says that Highland Capital Brokerage has support systems that can help those transactional opportunities and don't bury you in opportunities that are not cost-effective for you to work on, but at the same time making sure that you're visible. (47:50) David says that the thing he likes about digital more than anything else is the analytics that he gets from it. (48:45) Greg thinks that being digital, being aware, being connected, and the data in understanding how to read it is vast. (50:58)   Tweetable Quotes: “The ability to help individuals find the right solution for their family and their needs, and work with insurance professionals that may not traditionally do life insurance is an awesome thing to do every day.” - Greg Zahn “If you don't have a good partner that you can trust that's going to deliver the right solutions to your customers, then don't go into it just to chase money, do it for the right reasons.” - Greg Zahn “Google is not the most helpful thing for good objective research, but customers do it. So make sure you understand, really work around the value, and anyone that's bringing a soul product, and not the market is not really truly bringing value to your customer solutions.” - Greg Zahn   Resources Mentioned: David Carothers LinkedIn Kyle Houck LinkedIn Florida Risk Partners The Extra 2 Minutes Greg Zahn LinkedIn Highland Capital Brokerage

In this throwback episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck interview Greg Zahn, AVP of Multiline and Digital Strategies at Highland Capital Brokerage. Greg talks about his career in the insurance industry and the significance of life insurance. He also discusses the benefits of understanding the disability policy in life insurance, and the value of digital tools in creating systems that are more accessible.   Episode Highlights: David introduces Greg Zahn. (1:29) Greg shares his background in the insurance business. (2:02) Greg says that most of what they do at Highland will make sense as to why he works on a digital footprint, and what he does for PNC and benefits organizations. (2:21) Greg shares the goal of their company. (3:01) Did Greg work initially in life insurance after college? (4:42) Greg says that his experiences led him to understand many aspects of life insurance. (5:52) Greg shares that one of the key elements of life insurance is a disability. (12:41) Greg mentions that term insurance is a great and easy solution to get the death benefit done. (13:43) What is the significance of disability? (15:45) Greg shares that there are plenty of options about disability to where a business can have a disability policy for their customer, or their employee. (16:57) Greg mentions that life insurance has a significant aspect when it comes to cash value inside the permanent policies. (17:53) Greg shares that when it comes to death and disability, facts and figures are helpful, and sometimes they like stories of where things have gone wrong, but at the end of the day, helping them understand that a minor cost compared to a major issue is vital. (24:02) Greg thinks that having a network is a big factor. (28:05) David says that most financial planning companies out there are beholden to their products, and they are not regularly the best thing for the situation. (29:54) Greg shares the beauty of brokerage. (31:05) Greg mentions that Easy Life is an electronic application system and a client-facing tool. (34:54) David mentions that they have the Easy Life widget on their Florida Risk Partner website. (37:13) What are the biggest obstacles that Greg has come into when trying to engage with firms like them? (42:38) Greg explains the methodology with Highland Capital Brokerage. (44:20) Greg mentions that they have a new digital tool coming out that is more educational. (47:13) Greg says that Highland Capital Brokerage has support systems that can help those transactional opportunities and don't bury you in opportunities that are not cost-effective for you to work on, but at the same time making sure that you're visible. (47:50) David says that the thing he likes about digital more than anything else is the analytics that he gets from it. (48:45) Greg thinks that being digital, being aware, being connected, and the data in understanding how to read it is vast. (50:58)   Tweetable Quotes: “The ability to help individuals find the right solution for their family and their needs, and work with insurance professionals that may not traditionally do life insurance is an awesome thing to do every day.” - Greg Zahn “If you don't have a good partner that you can trust that's going to deliver the right solutions to your customers, then don't go into it just to chase money, do it for the right reasons.” - Greg Zahn “Google is not the most helpful thing for good objective research, but customers do it. So make sure you understand, really work around the value, and anyone that's bringing a soul product, and not the market is not really truly bringing value to your customer solutions.” - Greg Zahn   Resources Mentioned: David Carothers LinkedIn Kyle Houck LinkedIn Florida Risk Partners The Extra 2 Minutes Greg Zahn LinkedIn Highland Capital Brokerage

If you're concerned about paying for long-term care in retirement or are wondering the best way to pay for it, this episode is for you! This week, I'm joined by Nancy Simm of Highland Capital Brokerage to discuss retirement longevity, the types and costs of long-term care, and the best ways to pay for them. You will want to hear this episode if you are interested in... Getting to know Nancy Simm [1:13] The five ways to pay for your long-term care in retirement [1:58] What is long-term care? [2:54] Identifying the costs of long-term care [5:42] Diving into traditional long-term care products and policies [7:58] How do I apply for long-term care and when is the best time to do so? [14:25] What is an elimination period and shared benefits? [19:24] Final thoughts on traditional long-term care plans [22:32] Understanding long-term care Most people assume that long-term care is for people in their 90s with health issues. However, long-term care plans can be used at any age for several reasons including early-onset degenerative diseases, strokes, and injuries due to accidents. The reason is irrelevant as long as there is a long-term care need that inhibits the activities of daily living. Nancy defines these activities as bathing, eating, dressing, bathroom use, continence, and transfer. Difficulties in these areas don't have to be permanent. As long as care will be needed for at least 90 days, it is considered long-term. For example, a bone fracture that takes a month or two to heal would not be considered a long-term care situation even if it prevents you from completing the activities of daily living. Long-term care plans focus on care needs longer than 90 days, but they go beyond physical disabilities. Diseases like Alzheimer's are another reason to look into long-term care because while patients may be physically capable of completing tasks, their reduced cognitive ability makes them a qualified candidate. Covering the cost Before deciding whether to pursue a long-term care insurance policy, it's important to understand the out-of-pocket costs of long-term care. The Connecticut and New England areas have some of the highest long-term care costs in the country. Average home health care costs are between $5000 and $6000 per month for a few hours of care per day. While most retirees prefer to receive long-term care at home, sometimes that isn't possible when the patient's safety is in question. Nursing home costs can average around $15,000 per month for full-time care. A huge benefit of long-term care insurance policies, aside from saving your bank account, is that they cover any kind of care required and are no longer limited to a specific care type, whether in-home or at a facility. Another cost-saving option is to retire in another state where long-term care costs are cheaper. If you live in Connecticut now but are debating retiring elsewhere, this may be the detail that gets you to reserve the moving truck. Midwestern states and most of Florida cut Connecticut's long-term care costs in half! Moving may be the best option for those looking to cut costs who aren't tied down to their current area. For more info on long-term care plans and how to pay for them, listen to this episode! Connect With Morrissey Wealth Management  www.MorrisseyWealthManagement.com/contact

One of the pillars of the She Sells community is to do what is in alignment with your values and to follow your intuition. This constantly goes against what we have learned in the corporate sales world, but today's guest continues to prove its efficacy as she moves from the 10K Club to the 50K Club and finds sales success in ways that feel right. Amy Kniseley joins me in this episode today to talk about how to build trust through relationship building. Sounds obvious that sales success will come from building relationships, but organizations are still not valuing this crucial piece. Amy serves as Vice President, Distribution Partners, for Highland Capital Brokerage and is leading with her heart in a very male dominated industry. Amy prides herself in her authentic leadership and a mindset of “serving clients first.” She has a passion for independent distribution and her experience provides a unique perspective in helping partners get the most from their partnership.  In today's interview, Amy is going to flip your limiting beliefs by sharing how impactful creating memorable experiences is. You CAN develop strong relationships through genuine care that will result in massive referrals.   Show Notes: [2:14] - Welcome to the show, Amy! Amy shares how she entered into the sales space in the financial industry. [3:44] - Through her family's company, she learned a lot of lessons both good and bad. [4:52] - Part of what has led to Amy's current success is how much she still loves what she does. [6:10] - How does Amy create memorable experiences? It starts with alignment. [7:25] - There's a lot of emotion missing in sales, but through developing a relationship, Amy explains that her job is to listen and provide information. [9:39] - There is a balance between hitting goals and not stressing about it. [11:18] - Know the goal and determine the right activities to spend your time on. The little things make a big difference in relationship building. [12:52] - When you are more intentional, you need less activity and work. [14:05] - The biggest obstacle for Amy is breaking through the perception of the current distribution model in her industry. [17:00] - You have to be understanding if a prospect has had a negative experience. [18:37] - You can change customer mindset by overdelivering and surprising them. [21:13] - Amy shares what she wishes she knew going into leadership in a very male dominated industry. [23:39] - Amy uses her voice but also brings an emotional piece to her job. [25:02] - People truly want to hear different perspectives, so use your voice. [27:18] - Follow Amy for really good video content. [27:51] - Amy shares a final piece of advice: Go for it. Don't play small   Links and Resources: Instagram  |  LinkedIn  |  YouTube She Sells with Elyse Archer Home Page Register for the Sedona Retreat with Elyse   Connect with Amy: LinkedIn  |  TikTok  

Erin Marcus is the Founder and CEO of Conquer Your Business, an international company helping entrepreneurs and small business owners get out of reaction mode so they can be in charge of their businesses and their lives. Having made the successful leap from corporate executive to entrepreneur, she uses that experience, along with her MBA education and street-smart upbringing to help her clients reach heights they never dreamed possible. And have fun doing it! Erin is also an international speaker, having spoken for both corporate and entrepreneurial audiences including Highland Capital Brokerage, US Bank, Women's Council of Realtors, and a wide variety of entrepreneur organizations. Highlights Erin loved her corporate job but felt that something was missing and that she didn't have enough control over her business world. That's why she left corporate. After corporate, Erin had a franchise and she tells why it was a burnout experience. It never occurred to Erin that she couldn't do what she wanted to do. Because she had a lot of health problems as a baby, Erin developed a survival mentality. She shares the details. Everything you are and what you do is a choice. Your brain's only job is to keep you alive, and it perceives everything as a threat. People, including family, can support you but that doesn't mean they understand you. Surround yourself with such inspirational people that it doesn't matter what your family thinks. Even though she has trouble relating to the experience of her feelings, Erin has made the choice to learn how to do it. When people want to build a business, they often get good at doing the tasks but don't learn the skills of building a business. A coach's job is to help their clients work through their fears. The question, "What's the worst that can happen?" can help work through fears of doing new things. Most often, the thing that people are afraid will happen can't happen. One of the biggest problems for entrepreneurs is that they avoid talking to people. Links Erin's Website: www.conqueryourbusiness.com Erin's Facebook Page: https://www.facebook.com/ErinMarcusConquerYourBusiness Erin's LinkedIn: https://www.linkedin.com/in/erinmarcusconqueryourbusiness/ Erin's Instagram: https://www.instagram.com/erinmarcusconqueryourbusiness/ Click here to check out the information about the upcoming Rapid Money Energy Tuneup

Erin Marcus had a ton of success helping other people build their businesses. In fact, she was a total pro at it, and, as it tends to go with high achievers, she was therefore getting bored and craving more of a challenge. So she decided to build her own business. But as soon as it was HER business that she was trying to build, it was a different story. Out came the insecurities and the confusion. Out came the fear of rejection and visibility issues. All of a sudden, none of her corporate success mattered… she was a total fish out of water. So how did she turn it all around and 10x her income in less than two years? Listen to the new episode to find out! What To Listen For How to get over the fear of charging what you're worth (8:05) Do you avoid sales conversations? (9:20) The Law of Relativity – what it is, and how to use it to boost your business confidence (22:52) Easy is a perception, not a destination! (37:29) Learning who to BE in your business (hint: it's not all about tactics!) (42:40) Join us at The Income Breakthrough Summit November 5th–7th! Grab a ticket now with our Early Bird deal, which shaves over 50% off the price for a limited time only! JoinAmiraLive.com Resources Check out our free resources for listeners www.theunstoppablewoman.com/freestuff Schedule a Strategy to Scale Consultation https://theunstoppablewoman.com/nextlevel Join our Facebook Group http://theunstoppablewoman.com/facebookgroup Join the Morning Mindset Club https://theunstoppablewoman.com/mindset About Erin: Erin Marcus is the founder and CEO of Conquer Your Business, an international company helping entrepreneurs and small business owners get out of reaction mode so they can be in charge of their businesses...and in charge of their lives. Having made the successful leap from corporate executive to entrepreneur, she uses that experience, along with her MBA education and street-smart upbringing to, help her clients reach heights they never dreamed possible (and have fun doing it!) Host of the Ready Yet?! Podcast, Erin is also an international speaker, having spoken for both corporate and entrepreneurial audiences including Highland Capital Brokerage, US Bank, Women's Council of Realtors, and a wide variety of entrepreneur organizations. “There are all sorts of people out there telling you what you need to do. The problem is very few of them can actually show you how to do it. Then when you add in the piece of helping you understand who you need to be to do it... well then the sky's the limit!” You can find Erin at: https://conqueryourbusiness.com/ https://www.instagram.com/erinmarcusconqueryourbusiness/?hl=en https://www.facebook.com/ErinMarcusConquerYourBusiness/ https://www.linkedin.com/in/erinmarcusconqueryourbusiness https://podcasts.apple.com/us/podcast/ready-yet-with-erin-marcus/id1535555147

On Today's Podcast This week I sit down with Erin Marcus. Erin Marcus is an award-winning business owner, international speaker, author, and consultant, who has been creating business successes for more than 20 years. Her vast corporate experience combined with her MBA business savvy and street-smart upbringing have her working with her clients at the intersection where magnetic marketing and actionable strategy meet. the mindset work needed to bust through obstacles and maintain the motivation to take quantum leaps forward. She has spoken for top organizations such as, Highland Capital Brokerage, Thrivent Financial, Women's Council of Realtors, and US Bank, just to name a few. Erin is also the host of the “Ready Yet? Podcast” sharing stories of success and inspiration all focused on the fact that you'll never do what it takes until you become the person it takes to do it. When not working, Erin is often volunteering at the Fox Valley Wildlife Rescue or taking care of her own small menagerie. She is also a fitness enthusiast, utilizing the ability to get uncomfortable and push for more in the gym to do the same in her business. How to Connect with Erin https://conqueryourbusiness.com www.facebook.com/erin.marcus.3 www.linkedin.com/in/erin-marcus-9977592

In this episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck interview Greg Zahn, AVP of Multiline and Digital Sales at Highland Capital Brokerage. Greg talks about his career in the insurance industry and the significance of life insurance. He also discusses the benefits of understanding the disability policy in life insurance, and the value of digital tools in creating systems that are more accessible.   Episode Highlights:   David introduces Greg Zahn. (1:29) Greg shares his background in the insurance business. (2:02) Greg says that most of what they do at Highland will make sense as to why he works on a digital footprint, and what he does for PNC and benefits organizations. (2:21) Greg shares the goal of their company. (3:01) Did Greg work initially in life insurance after college? (4:42) Greg says that his experiences led him to understand many aspects of life insurance. (5:52) Greg realized that just because you have an insurance license, it may not be right to develop and deliver life insurance to your customers if you're going to do it the wrong way. (6:43) Greg shares that one of the key elements of life insurance is the disability. (12:41) Greg mentions that term insurance is a great and easy solution to get the death benefit done. (13:43) What is the significance of disability? (15:45) Greg shares that there are plenty of options about disability to where a business can have a disability policy on their customer, or their employee. (16:57) Greg mentions that life insurance has a significant aspect when it comes to cash value inside the permanent policies. (17:53) Greg shares that when it comes to death and disability, facts and figures are helpful, and sometimes they like stories of where things have gone wrong, but at the end of the day, helping them understand that a minor cost compared to a major issue is vital. (24:02) Greg thinks that having a network is a big factor. (28:05) David says that most financial planning companies out there are beholden to their products, and they are not regularly the best thing for the situation. (29:54) Greg shares the beauty of brokerage. (31:05) Did Greg’s job change since he first met David, and is he still doing the same thing that he has always done? (32:24) Greg says that his job in regards to opening up new relationships has been more comfortable by having a net of very qualified individuals that can go out there and spread the story. (33:19) Greg mentions that Easy Life is an electronic application system and a client-facing tool. (34:54) David mentions that they have the Easy Life widget on their Florida Risk Partner website. (37:13) What are the biggest obstacles that Greg has come into when trying to engage with firms like them? (42:38) Greg explains the methodology with Highland Capital Brokerage. (44:20) Greg mentions that they have a new digital tool coming out that is more educational. (47:13) Greg says that Highland Capital Brokerage has support systems that can help those transactional opportunities and don't bury you in opportunities that are not cost-effective for you to work on, but at the same time making sure that you're visible. (47:50) David says that the thing he likes about digital more than anything else is the analytics that he gets from it. (48:45) Greg thinks that being digital, being aware, being connected, and the data in understanding how to read it is vast. (50:58)   Tweetable Quotes:   “The ability to help individuals find the right solution for their family and their needs, and work with insurance professionals that may not traditionally do life insurance is an awesome thing to do every day.” - Greg Zahn “If you don't have a good partner that you can trust that's going to deliver the right solutions to your customers, then don't go into it just to chase money, do it for the right reasons.” - Greg Zahn “We want to make you the superstar, but you don't need to know everything to be the superstar and so that goes into having a network that you trust, and we like being in that network, and we like expanding that network.” - Greg Zahn “Google is not the most helpful thing for good objective research, but customers do it. So make sure you understand, really work around the value, and anyone that's bringing a soul product, and not the market is not really truly bringing value to your customer solutions.” - Greg Zahn   Resources Mentioned:   David Carothers LinkedIn Kyle Houck LinkedIn Florida Risk Partners The Extra 2 Minutes Greg Zahn LinkedIn Highland Capital Brokerage

This week In The Suite welcomes Sheryl Hickerson into the guest chair. Sheryl serves as the CEO of two companies, including one of the most successful private membership organizations in FinServ, Females and Finance. In addition to leading Females and Finance, Sheryl is the CEO of Unified Financial Network and AVP of Business Development at Highland Capital Brokerage. Through all expressions of her career, Sheryl brings her energy and her desire to serve. In this episode, Sheryl shares how she’s built Females and Finance; how she’s continued to remain open and pursue career interests and passions; and her secrets for what women can do when they feel stuck. Through our conversation, it’s clear that Sheryl has managed to meld her passions, interests and experiences into a beautiful life and purposeful career.Sheryl is a powerhouse of energy – so much so that within minutes, listeners will get a sense as to why she’s known as her social alias, BionicSocialite. Join the conversation to hear more about:The experiences that led Sheryl to start Females and Finance (5:00)The unteachable trait of leaders that Sheryl possesses (6:47)What attributed to the growth of Females and Finance (14:00)What most women in FinServ and FinTech mention they need in their careers (19:00) The helpful resources Females and Finance offers amid a global pandemic (23:30)What all members are expected to contribute to Females and Finance (31:23)Two vital pieces of advice for those looking to create a conference for women (34:35)How the bionic woman maintains her energy (38:25)The two things every woman who’s looking to build thought leadership should be doing (41:59)Sheryl’s advice to get “unstuck” from analysis paralysis (44:40)What Sheryl uses to magnify her superhero strength (58:30)Referenced MaterialsSheryl Hickerson LinkedInFemales and FinanceUnified Financial NetworkHighland Capital Brokerage

The COVID-19 health crisis, as well as our current low interest rate environment, has triggered changes in the availability and cost of life insurance. Some changes on the near-term horizon may make it even more difficult for you to find an affordable insurance solution for the coverage you need.  Now may be the best time to look at your coverage and make sure you and your family are sufficiently protected. CFN’s John Walker talks with Mike Sapyta, Vice President, Advanced Planning at Highland Capital Brokerage.  Mike is an expert in the life insurance field that we at CFN often turn to for additional guidance. Program Length: 21 minutes

Jim Sorebo, SVP of Sales at Highland Capital Brokerage and well-known industry evangelist and advocate, joins us on an inspirational episode of the Pipecast. From his incredibly successful career to personal challenges and triumphs, Jim addresses what's happening in our industry head on with passion and solutions. What a great way to kick off a brand new season!

In this bonus episode, our panel discusses the previous episode's interview about annuities with Stan The Annuity Man Haithcock. To listen to the Stan Haitcock interview, go to https://moneytreepodcast.com/243 Kristin Shea from Highland Capital Brokerage joins Kirk Chisholm, Miranda Marquit, and Tim Picciott for this in-depth debate. For more information about today's episode, visit the show notes at https://moneytreepodcast.com/stan-the-annuity-man-hates-annuities-find-out-why

Kristin Shea is the Senior Advisor Consultant for Highland Capital Brokerage. Her career in sales started at eight, when she set a record selling Girl Scout cookies. She also won a national sales competition selling fine wines before reaching legal drinking age. Today on Stay Paid, Kristin discusses the techniques that have helped her make valuable connections with financial advisor clients—and how you can use those same techniques to grow your book of business. Follow Our Guest: Kristin Shea www.instagram.com/aykshea   www.linkedin.com/in/kfgkristin   Visit our website to get more resources and back episodes! https://remindermedia.com/podcast/ Follow Luke Acree: Instagram: https://www.instagram.com/lukeacree Facebook: https://www.facebook.com/lukeacreeRM/ Linkedin: https://www.linkedin.com/in/lukeacree   Follow ReminderMedia: Twitter: https://twitter.com/remindermedia  Facebook: https://facebook.com/RMconnect     Visit www.remindermedia.com to generate more referrals and repeat business.  

This episode of the PipeCast features Greg Zahn, Assistant Vice President of Institutional Distribution for Highland Capital Brokerage discussing everything about modern life insurance distribution. From technology to data gathering, creating innovative ways to reach new customers, maintaining a world-class distribution system, and consistently meeting and exceeding results, Greg is in the middle of it all. He joins us today to explain what this all looks like right now – and where it’s heading in the future.

http://theestateattorneyatlanta.com/ Nationally recognized Atlanta Estate Attorney and best-selling author Shane Smith interviews J. Kavanaugh Tucker. Prior to founding SouthCap Brokerage Group, Kav was a Vice President at Credit Suisse in their Longevity Markets Group. At Credit Suisse he focused on longevity & mortality products. Previously, he spent two years with Highland Capital Brokerage and five years with Capitas Financial as a third party consultant for advanced wealth and business transfer strategies. Kav has served as a guest speaker for the Society of Financial Services Professionals, the Financial Planning Association, the National Association of Insurance and Financial Advisors, the Million Dollar Round Table, and the Southern Federal Tax Institute. He is a resident of Atlanta, GA and is a member of Peachtree Presbyterian Church. He volunteers with the Boys and Girls Club of Atlanta, Hope Ministries, SafeRide America and MARR Atlanta. Kav attended the Georgia Institute of Technology where he earned his B.S. in Business Management. He was a member of the varsity golf team. He and his wife, Celia, have one son, Huxley, an aspiring golfer.