Category: Business

In the interview, Joe Lukacs discusses his approach to helping his financial advisor clients create a business plan that gives them a successful future by pointing out what separates high-achieving financial advisors from those who struggle. From his 20+ years in the financial services industry, Joe paints the picture of where he sees the financial advice profession headed. Listen to the interview on the Business Innovators Radio Network   https://businessinnovatorsradio.com/interview-with-joe-lukacs-expert-in-mastermind-groups-for-financial-advisors/ Joe serves the financial planning industry by bringing together like-minded independent advisors, RIA’s, and selected industry thought leaders to discuss, brainstorm,…

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Nick Bour discusses his approach to helping his clients create a savings plan that makes sense for a successful future.

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Michael Wright discusses his approach to bringing his customers options for their insurance. Insurance is an essential part of protecting families but many are confused about their options to obtain insurance coverage. In this interview, Michael discusses what to do before, during, and after a claim. By taking advantage of a pre-claim consultation, the homeowner will learn tips and strategies to optimize their policy provisions. Wright commented, “With the right independent insurance agent, like myself, there may be times through the claims process that I notice an opportunity to use…

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Leadership coach Carolyn Maue’s debut book reached the No. 1 spot on nine Amazon best-seller lists as organizations look for creative approaches to retain employees and provide leaders with strategies during the Great Resignation.

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Let’s be real – the financial advising industry is CHANGING

And the future will be bright for advisors who embrace this change today (like shifting to charging for financial planning) and set themselves up for success in the new era of financial services.

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