DateTime Object ( [date] => 2022-08-09 05:09:48.935845 [timezone_type] => 3 [timezone] => UTC )
  • Ep 47: Insuring the Working Class

    The Registered Investment Advisor Podcast with Seth Greene

    Episode 047: Insuring the Working Class

    Shane Foss built himself into the business leader and innovator he is today through more than 20 years of tenure as an executive in the medical industry. With humble beginnings at the University of the Incarnate Word, Shane would go on to earn an MBA from Rice University with lessons that would last him a lifetime. A veteran of the United States Airforce, where he completed a Surgical Technologist Certificate, Shane would use his love of medicine to fuel his venture into the private sector. Placed in notable leadership roles such as the Chief Commercial Officer of ProNerve, The Chief Financial Officer of EmployerDirect Healthcare, and Partner at Castle Development Group, he’d work to negotiate complex, multimillion-dollar contracts, work in device sales management, create business strategies, and optimize P&L before starting his own business targeting affordable healthcare named Hooray Health. At Hooray, Foss and his team focus on offering peace of mind to lower-income individuals and families who face medical challenges, while also providing business owners with an affordable way to reward and retain employees.

     

    Listen to this insightful episode, where Shane details Hooray Health’s process of providing low-cost care to their clients.


    Here is what to expect on this week’s show:

    • How the expensive state of American healthcare inspired Shane to start Hooray Health
    • Relationships that Hooray has with brokers that help them provide affordable care to their clients
    • Benefits that only Hooray Health app users get
    • What Shane likes best about his job

     

    Connect with Shane:

    Website: https://hoorayhealth.com/

    Facebook: https://www.facebook.com/HoorayHealthcare

    LinkedIn: https://www.linkedin.com/company/hoorayhealth/

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    DateTime Object ( [date] => 2022-08-09 05:09:50.572013 [timezone_type] => 3 [timezone] => UTC )
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    David Kakish talks technology and finance for your listeners. Founder and President of RIA WorkSpace believes that small and midsize Registered Investment Advisors and Financial Advisors are different than other businesses. He likes to think of these RIAs as the small giants in the financial services industry.

    David is committed to higher standards and easier access to enterprise level IT and cyber security for small and midsize RIAs. He believes that an off-the-shelf IT setup doesn’t meet the unique needs of the industry and encourages RIAs to seek out better, enterprise-level solutions to protect their business and their clients.

     

    Listen to this insightful RIA episode with David Kakish about RIA WorkSpace!


    Here is what to expect on this week’s show:

    - Why David decided to start RIA WorkSpace, and how he started it after working for a Fortune 500 Company!

    - David’s ideal client and the market he covers!

    - How David differentiates himself

     

    Connect with David:

    Guest Links:

    Website- https://www.riaworkspace.com

    LinkedIn- https://www.linkedin.com/in/kakishd


     

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    Array ( [id] => 83710890-11db-11ed-9755-3b3f12d5e8d9 [createdAt] => 2022-08-01T13:50:01.820-07:00 [updatedAt] => 2022-08-01T14:04:44.578-07:00 [title] => Ep 60: Combining Divorce Law and Financial Planning [pubdate] => 2022-08-02T21:00:00.000-07:00 [link] => https://www.ullmannwealthpartners.com/meet-the-team [author] => Seth Greene [imageFile] => https://megaphone.imgix.net/podcasts/83710890-11db-11ed-9755-3b3f12d5e8d9/image/The_RIA_Podcast_Guest_Cover_Art_EPI_060_Patrick_Kilbane.jpg?ixlib=rails-2.1.2 [explicit] => [episodeType] => full [seasonNumber] => 1 [episodeNumber] => 60 [subtitle] => with Patrick Kilbane [summary] =>

    Patrick Kilbane is the director of Ullman Wealth Partners Divorce Advisory Group. Patrick assists guides and supports clients before and after the begin the dissolution of marriage process. He helps high net-worth clients make financial decisions at all stages of the divorce process. By leveraging Patrick’s wealth of family law experience and his Certified Divorce Financial Analyst designation, clients of Ullman Wealth Partners have additional resources, confidence, and knowledge as they navigate the divorce process.  

     

    Listen to this insightful RIA episode with Patrick Kilbane about Ullman Wealth Partners.


    Here is what to expect on this week’s show:

    - The financial process during divorce and how Patrick provides support and guidance for his clients.

    - How Patrick got started in the divorce financial field and his role at Ullman Wealth Partners.

    - Patrick’s experience as an attorney and his transition into the financial services world!

     


    Connect with Patrick:

    Guest Links:

    LinkedIn- https://www.linkedin.com/in/patrick-kilbane-a4755562

    Website- https://www.ullmannwealthpartners.com/meet-the-team


     

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  • Patrick Kilbane is the director of Ullman Wealth Partners Divorce...
  • Array ( [id] => f3630cf8-0d34-11ed-b5b7-d3cb870682aa [createdAt] => 2022-07-26T15:47:39.056-07:00 [updatedAt] => 2022-07-26T15:56:01.145-07:00 [title] => Ep 59: Progress not Perfection [pubdate] => 2022-07-26T21:00:00.000-07:00 [link] => https://www.linkedin.com/in/patrick-cummings-4896641a/ [author] => Seth Greene [imageFile] => https://megaphone.imgix.net/podcasts/f3630cf8-0d34-11ed-b5b7-d3cb870682aa/image/The_RIA_Podcast_Guest_Cover_Art_EPI_059_Patrick_Cummings.jpg?ixlib=rails-2.1.2 [explicit] => [episodeType] => full [seasonNumber] => 1 [episodeNumber] => 59 [subtitle] => with Patrick Cummings [summary] =>

    Patrick Cummings is a Strong Finance leader with 13+ years of stewarding organizations through periods of transition and growth and a hybrid finance and accounting professional, who connects the dots between business objectives and the financial impact on the business to help empower profitable data driven decisions. Patrick has a robust balance of technical acumen and strategic planning with a deep accounting knowledge and understanding of financial analysis. He is effective in partnering with leadership teams and diverse ownership groups to spearhead change.

     

    Listen to this insightful RIA episode with Patrick Cummings about his financial advising expertise!


    Here is what to expect on this week’s show:

    - How Patrick built his clientele and built his business from going door to door.

    - How Patrick became a wealth management advisor.

    - Patrick’s financial advice for families and how he advises them to create a type of generational revenue.

     

    Connect with Patrick:

    Guest Links:

    LinkedIn- https://www.linkedin.com/in/patrick-cummings-4896641a/


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  • Patrick Cummings is a Strong Finance leader with 13+ years...
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    – The RIA Podcast with Seth Greene Episode 058 about

    Myles began his career as a credit analyst at CIBC. He and his co-founder, Brian Curcio, realized that ordinary investors have paid a price to learn to invest — and that price typically was real money ending up in Wall Street’s pocket. Rapunzl was founded to provide an unparalleled investing education through fun (and free) investment competitions with scholarship and cash prizes. At Rapunzl, they believe everyone at a young age should understand the basics of stock trading and that the knowhow of stock trading should be accessible not just to those on wall street but also those on main street.

     

    Listen to this insightful RIA episode with Myles Gage about Rapunzl!


    Here is what to expect on this week’s show:

    - Myles transition from working as a credit analyst, into the RIA field and why he decided to start Rapunzl.

    - Myles’s early experience in investing at the young age of 12 years old and how the market has changed significantly during that time.

    - How “passive” investing can beat “aggressive” investing.

     

    Connect with Myles:

    Guest Links:

    LinkedIn- https://www.linkedin.com/in/myles-gage-872b92140

    Website- http://www.rapunzlinvestments.com


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  • – The RIA Podcast with Seth Greene Episode 058 aboutMyles...
  • Array ( [id] => 237b4e46-0178-11ed-bc94-872eb53cf7c7 [createdAt] => 2022-07-11T17:18:22.076-07:00 [updatedAt] => 2022-07-11T17:33:26.931-07:00 [title] => Ep 57: Making the Baron's Top 100 RIA firms [pubdate] => 2022-07-12T21:00:00.000-07:00 [link] => https://lvwadvisors.com/ [author] => Seth Greene [imageFile] => https://megaphone.imgix.net/podcasts/237b4e46-0178-11ed-bc94-872eb53cf7c7/image/The_RIA_Podcast_Guest_Cover_Art_EPI_057_Lori_Van_Dusen.jpg?ixlib=rails-2.1.2 [explicit] => [episodeType] => full [seasonNumber] => 1 [episodeNumber] => 57 [subtitle] => with Lori Van Dusen [summary] =>

    – The RIA Podcast with Seth Greene Episode 057 Lori Van Dusen.

    Lori Van Dusen is the Founder and CEO of LVW Advisors, an independent investment advisory firm that serves both wealthy families and individuals, as well as nonprofit institutions throughout the United States. An advocate of client-focused strategies for more than 25 years, she has become the voice of reason for providing unbiased integrated solutions in a fragmented financial services industry.

    Lori began her investment advisory career in 1987 with Shearson Lehman Brothers, which was later acquired by Citigroup Smith Barney. By 2004, she had achieved the title of Managing Director with Citigroup’s Smith Barney. In a pioneering move, she assumed the role of co-lead of Convergent Wealth Advisors’ Institutional Group in 2008, serving on the firm’s Executive and Investment Committees and managing approximately $8 billion in assets for clients. She founded LVW Advisors in 2011.

     

    Listen to this insightful RIA episode with Lori Van Dusen about LVW Advisors!


    Here is what to expect on this week’s show:

    - How Lori began her career in the RIA field, and why she started her company LVW Advisors.

    - Lori’s goal to start her own business, become her own boss and manage a team of advisors.

    - The ideal clients Lori’s firm looks for.

     

    Connect with Guest first name:

    Guest Links:

    LinkedIn- https://www.linkedin.com/in/lorivandusen/

    Website- https://lvwadvisors.com

     

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  • – The RIA Podcast with Seth Greene Episode 057 Lori...
  • Array ( [id] => c442d188-fc90-11ec-8365-67c303b35b29 [createdAt] => 2022-07-05T11:32:03.923-07:00 [updatedAt] => 2022-07-08T14:20:21.648-07:00 [title] => Ep 56: DueDilio: The M&A Marketplace [pubdate] => 2022-07-05T21:00:00.000-07:00 [link] => https://www.duedilio.com/ [author] => Seth Greene [imageFile] => https://megaphone.imgix.net/podcasts/c442d188-fc90-11ec-8365-67c303b35b29/image/The_RIA_Podcast_Guest_Cover_Art_EPI_056_Roman_Beylin.jpg?ixlib=rails-2.1.2 [explicit] => [episodeType] => full [seasonNumber] => 1 [episodeNumber] => 56 [subtitle] => with Roman Beylin [summary] =>

    – The Insurance Marketing Organization Podcast with Seth Greene Episode 055 Roman Beylin.

    Roman launched DueDilio to level the playing field for M&A participants that are looking for high-quality, independent, cost-efficient due diligence solutions. The DueDilio team puts our client’s needs at the forefront of every project and recommendation.

    At DueDilio, they are passionate about supporting searchers, independent sponsors, family offices, and SMBs throughout the M&A process. They take the time to understand our client’s specific situation and present solutions from our network of trusted, pre-vetted due diligence service providers. 

     

    Listen to this insightful IMO episode with Roman Beylin about DueDillo.


    Here is what to expect on this week’s show:

    - How DueDillio was created and Roman’s entrepreneurial journey before he started it!

    - How Roman assembled his DueDillo team and the ideas he thought of for people who needed to take care of smaller transactions.

    - The types of clients DueDillo services and their network.

     

    Connect with Roman:

    Guest Links:

    LinkedIn- https://www.linkedin.com/in/romanbeylin

    Website- https://www.duedilio.com


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  • – The Insurance Marketing Organization Podcast with Seth Greene Episode...
  • Array ( [id] => b3e87a50-f672-11ec-b6aa-97d2d8449c81 [createdAt] => 2022-06-27T16:41:44.616-07:00 [updatedAt] => 2022-07-08T14:20:15.592-07:00 [title] => Ep 55: Texas Legacy Wealth Management [pubdate] => 2022-06-28T21:00:00.000-07:00 [link] => https://www.tlwmfinancial.com/team-member/enzo-t-pellegrino-cfp [author] => Seth Greene [imageFile] => https://megaphone.imgix.net/podcasts/b3e87a50-f672-11ec-b6aa-97d2d8449c81/image/The_RIA_Podcast_Guest_Cover_Art_EPI_055_Enzo_Pellegrino.jpg?ixlib=rails-2.1.2 [explicit] => [episodeType] => full [seasonNumber] => 1 [episodeNumber] => 55 [subtitle] => with Enzo Pellegrino [summary] =>

    – The RIA Podcast with Seth Greene Episode 055

    Enzo T. Pellegrino, CFP® is the founder of Texas Legacy Wealth Management. He has over 20 years of experience in working with clients planning for their retirement and managing their investments. Forbes awarded Enzo as one of America’s Top Next-Generation Wealth Advisors 2017 & 2018* and as part of the Best-In-State Wealth Advisors 2018, 2019 & 2021**. He is often featured on News Radio 1200AM as the “Money Guy,” and thus is well-known throughout San Antonio.

    As President, Enzo heads the Investment Committee, Financial Planning Department and serves as a wealth advisor for Texas Legacy Wealth Management. Mr. Pellegrino earned his CERTIFIED FINANCIAL PLANNER™ designation in 2009.

     

    Listen to this insightful RIA episode with Guest Name about Texas Legacy Wealth Management.


    Here is what to expect on this week’s show:

    - Enzo’s start in investing and finance and what made him become a registered investment advisor!

    - Enzo’s client referral process and how he grow’s business for Texas Legacy Wealth Management.

    - Current market advice and protection of accounts during a recession.

     

    Connect with Enzo:

    Guest Links:

    LinkedIn- https://www.linkedin.com/in/texaslegacyenzo/

    Website- https://www.tlwmfinancial.com/team-member/enzo-t-pellegrino-cfp


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  • – The RIA Podcast with Seth Greene Episode 055Enzo T....
  • Array ( [id] => eb4bd90c-f0c7-11ec-9115-fb8e868aaee7 [createdAt] => 2022-06-20T11:36:37.769-07:00 [updatedAt] => 2022-07-08T14:20:33.434-07:00 [title] => Ep 54: XML financial group shares their success secrets [pubdate] => 2022-06-21T21:00:00.000-07:00 [link] => https://www.xmlfg.com/team/brett-shane-bernstein-cfp [author] => Seth Greene [imageFile] => https://megaphone.imgix.net/podcasts/eb4bd90c-f0c7-11ec-9115-fb8e868aaee7/image/The_RIA_Podcast_Guest_Cover_Art_EPI_054_Brett_Bernstein.jpg?ixlib=rails-2.1.2 [explicit] => [episodeType] => full [seasonNumber] => 1 [episodeNumber] => 54 [subtitle] => with Brett Bernstein [summary] =>

    – The Insurance Marketing Organization Podcast with Seth Greene Episode 054 Brett Bernstein

    Brett Bernstein is the CEO and Co-founder of XML Financial Group. He serves as the firm’s head of financial planning and manages the operations of the firm, including the firm’s M&A strategy. Brett is an active financial advisor assisting clients with his holistic approach to goal-setting and problem-solving. Prior to co-founding XML in 2004, he was a Vice President and Senior Financial Advisor at Merrill Lynch, where he was designated Producing Sales Manager for a complex that managed over $5 billion in assets. Brett is a serial entrepreneur actively investing in many start-up companies and has led his firm in acquiring two local wealth management firms. This entrepreneurial spirit has led Brett to be active at the Dingman Center for Entrepreneurship at the University of Maryland’s Robert H. Smith School of Business as an Advisor and Subject Matter Expert. Additionally, Brett volunteers his time to the Bullis School’s entrepreneurial program, sponsoring the Capstone Entrepreneurial Shark Tank competition.

     

    Listen to this insightful RIA episode with Brett Bernstein about XML Financial Group.


    Here is what to expect on this week’s show:

    - Brett’s role as the CEO and Co-Founder of XML Financial, and how his group operates.

    - His start in finance, how he worked his way up in the business and why he decided to become and entrepreneur.

    - How his firm has grown and the exponential growth strategies behind this.

     

    Connect with Brett:

    Guest Links:

    Website- https://www.xmlfg.com/team/brett-shane-bernstein-cfp

    LinkedIn- https://www.linkedin.com/in/brettshanebernstein/



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  • – The Insurance Marketing Organization Podcast with Seth Greene Episode...
  • Array ( [id] => 06fb5c26-eb47-11ec-b357-5fc8c92791e0 [createdAt] => 2022-06-13T11:31:23.322-07:00 [updatedAt] => 2022-07-08T14:19:37.524-07:00 [title] => Ep 53: Teaching Financial Concepts To Teachers [pubdate] => 2022-06-14T21:00:00.000-07:00 [link] => https://retirementclarified.com/ [author] => Seth Greene [imageFile] => https://megaphone.imgix.net/podcasts/06fb5c26-eb47-11ec-b357-5fc8c92791e0/image/The_RIA_Podcast_Guest_Cover_Art_EPI_053_Sara_Hornick.jpg?ixlib=rails-2.1.2 [explicit] => [episodeType] => full [seasonNumber] => 1 [episodeNumber] => 53 [subtitle] => with Sara Hornick [summary] =>

    – The RIA Podcast with Seth Greene Episode 053 Sara Hornick.

    After teaching for 15 years, Sara will always be a teacher at heart: Sara teaches retirement planning to adults getting ready to leave their careers.  Being an Independent Financial Advisor, she has a variety of resources at her disposal to customize retirement plans for everyone who has worked in education. These plans include Social Security Maximization, Tax and Risk Management, Medicare Solutions, Long Term Care Options, Portfolio Assessment and Wealth Management. 


    Listen to this insightful RIA episode with Sara Hornick about her retirement planning expertise.


    Here is what to expect on this week’s show:

    - Sara’s career change from teaching to becoming a retirement planning advisor!

    - Medicare planning, financial maximization, and the idea of celebrating your golden years while you can!

    - Building a long-term plan prior to retirement and knowing your assets.

     

    Connect with Sara:

    Guest Links:

    LinkedIn- https://www.linkedin.com/in/financialadvisorforteachers

    Website- https://retirementclarified.com

     

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  • – The RIA Podcast with Seth Greene Episode 053 Sara...
  • Array ( [id] => bffdd8b8-e5c3-11ec-aa95-5349d63223fb [createdAt] => 2022-06-06T11:09:04.339-07:00 [updatedAt] => 2022-07-08T14:20:20.382-07:00 [title] => Ep 52: Bonfire Financial [pubdate] => 2022-06-07T21:00:00.000-07:00 [link] => https://www.bonfirefinancial.com/team/brian-colvert [author] => Seth Greene [imageFile] => https://megaphone.imgix.net/podcasts/bffdd8b8-e5c3-11ec-aa95-5349d63223fb/image/The_RIA_Podcast_Guest_Cover_Art_EPI_052_Brian_Colvert.jpg?ixlib=rails-2.1.2 [explicit] => [episodeType] => full [seasonNumber] => 1 [episodeNumber] => 52 [subtitle] => with Brian Colvert [summary] =>

    – The RIA Podcast with Seth Greene Episode 052 Brian Colvert

    Brian Colvert has been serving his clients for over 15 years and loves the impact he has been able to have on his clients’ lives. He started his career with Smith Barney and later UBS, and found out he could better serve his clients as a true fiduciary as a Registered Investment Advisor, knowing that clients are more important than shareholders. From there Bonfire Financial was born. Brian is a Certified Financial Planner (CFP®), and has been recognized as one of the top advisors in Colorado and nationally by the National Association of Board Certified Advisor Practices (NABCAP). He was also named one of the Colorado Springs Business Journal’s Rising Stars 40 under 40 in 2012. Prior to becoming an advisor, he was a top account executive for Ricoh Business Systems in Southern California.

    Listen to this insightful RIA episode with Brian Colvert about senior insurance marketing!


    Here is what to expect on this week’s show:

    - How Brian got started in RIA and what he loves to do on his free time away from the office!

    - Understanding that you can have a big impact on your clients’ lives.

    - How Brian brings in referrals and how he comes across clients who are nearing retirement and need financial advising help.

     

    Connect with Brian:

    Guest Links:

    LinkedIn- https://www.linkedin.com/in/briancolvert

    Website- https://www.bonfirefinancial.com/team/brian-colvert

     

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  • – The RIA Podcast with Seth Greene Episode 052 Brian...
  • Array ( [id] => bf6709b4-e10f-11ec-bd57-ebdc84c94155 [createdAt] => 2022-05-31T11:30:29.291-07:00 [updatedAt] => 2022-07-08T14:20:19.873-07:00 [title] => Ep 51: Senior Insurance Marketing [pubdate] => 2022-05-31T21:00:00.000-07:00 [link] => https://www.linkedin.com/in/toddbrauch [author] => Seth Greene [imageFile] => https://megaphone.imgix.net/podcasts/bf6709b4-e10f-11ec-bd57-ebdc84c94155/image/The_RIA_Podcast_Guest_Cover_Art_EPI_051_Todd_Brauch.jpg?ixlib=rails-2.1.2 [explicit] => [episodeType] => full [seasonNumber] => 1 [episodeNumber] => 51 [subtitle] => with Todd Brauch [summary] =>

    – The Insurance Marketing Organization Podcast with Seth Greene Episode 051 Todd Brauch.

    Todd Brauch is an enthusiastic and dedicated professional with experience in creating, designing, and managing programs in roles of increasing responsibility. Todd is skilled in team building, coaching, developing departments, managing relationships with third party administrators, and relating to customers. Todd is an expert in marketing Initiating policy, managing project sales, increasing profitability customer experience, people-oriented relational skills and is a problem solver that creates win-win solutions.

    Listen to this insightful IMO episode with Todd Brauch about senior insurance marketing!


    Here is what to expect on this week’s show:

    - How Todd got started in the RIA business and how he got involved in senior insurance marketing.

    - Helping seniors get Medicare supplements that will not leave them financially burdened.

    - What differentiates senior insurance marketing from other insurance and financial companies. 

     

    Connect with Todd:

    Guest Links:

    LinkedIn- https://www.linkedin.com/in/toddbrauch

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  • – The Insurance Marketing Organization Podcast with Seth Greene Episode...
  • Array ( [id] => 2c53216e-daf0-11ec-ade3-f7a9f7380c35 [createdAt] => 2022-05-23T16:29:21.165-07:00 [updatedAt] => 2022-07-08T14:19:45.060-07:00 [title] => Ep 50: Plum Life: Disrupting Life Insurance [pubdate] => 2022-05-24T21:00:00.000-07:00 [link] => https://www.helloplum.com/ [author] => Seth Greene [imageFile] => https://megaphone.imgix.net/podcasts/2c53216e-daf0-11ec-ade3-f7a9f7380c35/image/The_RIA_Podcast_Guest_Cover_Art_EPI_050_Rahim_Rajpar.jpg?ixlib=rails-2.1.2 [explicit] => [episodeType] => full [seasonNumber] => 1 [episodeNumber] => 50 [subtitle] => Rahim Rajpar [summary] =>

    – The Insurance Marketing Organization Podcast with Seth Greene Episode 050 Rahim Rajpar.

    Rahim Rajpar is a bold innovator and disruptor who has a passion for innovation and building businesses from the ground up. His understanding of the end-to-end customer journey, digital marketing, and commitment to rethink and redesign, the insurance purchasing experience have translated into efficient and rapid growth for the organizations he has worked with. As a marketer, Rahim has built many successful and award-winning marketing programs and campaigns and was named to the 2018 Future CMO List by ChiefMarketer.com.

    In 2019, Rahim joined Hawthorne Advisors, a boutique advisory firm helping carriers and distributors develop and execute on their business strategies. With a focus on innovation, customer centricity and digital ecommerce and as global fortune 500 insurance carriers as clients. He recently co-founded of Plum Life, the soon-to-be disruptive force hitting the insurance industry and serves as the company’s CMO. Plum Life is an all-digital life insurance solution for advisors and their clients

     

    Listen to this insightful IMO episode with Rahim Rajpar about his company Plum Life.


    Here is what to expect on this week’s show:

    - How PlumLife works and how the platform helps agents connect and manage information with their clients.

    - How insurance agents can register for PlumLife and how they can market themselves on the platform.

    - How their platform is designed by agents through agent feedback.

     

    Connect with Rahim:

    Guest Liniks:

    LinkedIn- https://www.linkedin.com/in/rrajpar

    https://www.linkedin.com/company/plum-life?trk=public_profile_topcard-      current-company

    Website- https://www.helloplum.com/


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  • – The Insurance Marketing Organization Podcast with Seth Greene Episode...
  • Array ( [id] => 5117d1a6-cfb6-11ec-8f09-c35593c5736b [createdAt] => 2022-05-09T09:37:29.246-07:00 [updatedAt] => 2022-05-16T12:30:22.550-07:00 [title] => Ep 49: Work at Home Vintage Experts [pubdate] => 2022-05-17T21:00:00.000-07:00 [link] => https://wahve.com/leadership/rick-morgan [author] => Seth Greene [imageFile] => https://megaphone.imgix.net/podcasts/5117d1a6-cfb6-11ec-8f09-c35593c5736b/image/The_RIA_Podcast_Guest_Cover_Art_EPI_049_Rick_Morgan.jpg?ixlib=rails-2.1.2 [explicit] => [episodeType] => full [seasonNumber] => 1 [episodeNumber] => 49 [subtitle] => with Rick Morgan [summary] =>

    – The Insurance Marketing Organization Podcast with Seth Greene Episode 049 Rick Morgan.

    Rick is Chief Marketing Officer of WAHVE. During Rick’s insurance career, he has been an underwriter, insurance agent, publisher, management consultant, sought after speaker, vendor marketing executive, and association CEO. He is the co-creator of SilverPlume and was proclaimed by InsuranceBroadcasting.com and the Insurance Media Association as one of the 100 Most Powerful People in Insurance in North America and received the Wade S. Dunbar Jr. Technology Advocate award in 2019. He served on the board of directors of the Independent Insurance Agents and Brokers of New York and was interim CEO of Applied Client Network (formerly ASCnet). He was SVP of marketing of Applied Systems; and co-owner of Automation Management Group, publisher of The Automated Agency Report (TAAR).

     

    Listen to this insightful IMO episode with Rick Morgan about WAHVE and his experience in the insurance field!


    Here is what to expect on this week’s show:

    - How WAHVE was started and how the organization became the matching service for the insurance industry.

    - The current status and culture of WAHVE and how the company operates.

    - The biggest challenges WAHVE has faced and how Rick has helped the company grow and overcome these challenges.

     

    Connect with Rick:

    Guest Links:

    Website- https://wahve.com/leadership/rick-morgan

    LinkedIn- https://www.linkedin.com/in/rickjmiv

    Twitter- https://twitter.com/rickjmiv

     

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  • – The Insurance Marketing Organization Podcast with Seth Greene Episode...
  • Array ( [id] => a1584e00-d152-11ec-8974-47b92e047e39 [createdAt] => 2022-05-11T10:48:56.534-07:00 [updatedAt] => 2022-05-11T11:07:01.846-07:00 [title] => Ep 48: Get Your Customers to Refer Like Crazy [pubdate] => 2022-05-10T21:00:00.000-07:00 [link] => https://remindermedia.com/profile/luke-acree [author] => Seth Greene [imageFile] => https://megaphone.imgix.net/podcasts/a1584e00-d152-11ec-8974-47b92e047e39/image/The_RIA_Podcast_Guest_Cover_Art_EPI_048_Luke_Acree_.jpg?ixlib=rails-2.1.2 [explicit] => [episodeType] => full [seasonNumber] => 1 [episodeNumber] => 48 [subtitle] => with Luke Acree [summary] =>

    – The Insurance Marketing Organization Podcast with Seth Greene Episode 048 Luke Acree.

    Luke Acree is an authority on leadership, a lead generation specialist, and a referral expert who passionately believes that businesses run on relationships. By teaching the principles of relationship marketing, he’s helped more than 100,000 entrepreneurs and small businesses grow their companies. 

    He’s grown his own company, ReminderMedia, to over $300 million in sales and earned it a place on Inc. 5000’s list of the Fasting Growing Companies in America four years in a row. ReminderMedia’s also been included on Philadelphia’s Top 100 Places to Work. 

    Luke co-hosts a podcast with his CMO called Stay Paid, which routinely appears in the Top 30 Marketing Podcasts on Apple Podcasts. He’s been featured in Entrepreneur magazine, ForbesYahoo FinanceDisrupt magazine, Inman News, and Foundr.com. And he’s a frequent guest on podcasts including SharkPreneur with Kevin Harrington and Seth Greene, Marketing Genius with Grant Wise, and Real Estate Rockstars. 

     

    Listen to this insightful IMO episode with Luke Acree about ReminderMedia and what he does!

    Here is what to expect on this week’s show:

    - How Luke generates referrals and how he creates touchpoints and builds networking relationships with clients.

    - The digital marketing space Luke has expertise in and how his company uses its magazine service as their “secret weapon.”

    - How to reach out to your referrals in a non-sales call type of way.

     

    Connect with Luke:

    Guest Links:


    Website- https://remindermedia.com/profile/luke-acree

    LinkedIn- https://www.linkedin.com/in/lukeacree

    Facebook- facebook.com/rmconnect 

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  • – The Insurance Marketing Organization Podcast with Seth Greene Episode...
  • Array ( [id] => 73638c0a-ca48-11ec-bcf2-8bf1ee5b613d [createdAt] => 2022-05-02T11:48:26.328-07:00 [updatedAt] => 2022-07-08T14:20:04.810-07:00 [title] => Ep 47: Insuring the Working Class [pubdate] => 2022-05-03T21:00:00.000-07:00 [link] => https://hoorayhealth.com/ [author] => Seth Greene [imageFile] => https://megaphone.imgix.net/podcasts/73638c0a-ca48-11ec-bcf2-8bf1ee5b613d/image/The_RIA_Podcast_Guest_Cover_Art_EPI_047_Shane_Foss.jpg?ixlib=rails-2.1.2 [explicit] => [episodeType] => full [seasonNumber] => 1 [episodeNumber] => 47 [subtitle] => with Shane Foss [summary] =>

    The Registered Investment Advisor Podcast with Seth Greene

    Episode 047: Insuring the Working Class

    Shane Foss built himself into the business leader and innovator he is today through more than 20 years of tenure as an executive in the medical industry. With humble beginnings at the University of the Incarnate Word, Shane would go on to earn an MBA from Rice University with lessons that would last him a lifetime. A veteran of the United States Airforce, where he completed a Surgical Technologist Certificate, Shane would use his love of medicine to fuel his venture into the private sector. Placed in notable leadership roles such as the Chief Commercial Officer of ProNerve, The Chief Financial Officer of EmployerDirect Healthcare, and Partner at Castle Development Group, he’d work to negotiate complex, multimillion-dollar contracts, work in device sales management, create business strategies, and optimize P&L before starting his own business targeting affordable healthcare named Hooray Health. At Hooray, Foss and his team focus on offering peace of mind to lower-income individuals and families who face medical challenges, while also providing business owners with an affordable way to reward and retain employees.

     

    Listen to this insightful episode, where Shane details Hooray Health’s process of providing low-cost care to their clients.


    Here is what to expect on this week’s show:

    • How the expensive state of American healthcare inspired Shane to start Hooray Health
    • Relationships that Hooray has with brokers that help them provide affordable care to their clients
    • Benefits that only Hooray Health app users get
    • What Shane likes best about his job

     

    Connect with Shane:

    Website: https://hoorayhealth.com/

    Facebook: https://www.facebook.com/HoorayHealthcare

    LinkedIn: https://www.linkedin.com/company/hoorayhealth/

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  • The Registered Investment Advisor Podcast with Seth Greene Episode 047:...
  • Array ( [id] => 5abff4d2-c4c0-11ec-90ab-13d36e7c1a6d [createdAt] => 2022-04-25T10:51:37.639-07:00 [updatedAt] => 2022-07-08T14:19:59.696-07:00 [title] => Ep 46: Creating Organic Referrals with Red Zone Marketing [pubdate] => 2022-04-26T21:00:00.000-07:00 [link] => https://www.redzonemarketing.com/ [author] => Seth Greene [imageFile] => https://megaphone.imgix.net/podcasts/5abff4d2-c4c0-11ec-90ab-13d36e7c1a6d/image/The_RIA_Podcast_Guest_Cover_Art_EPI_046_Maribeth_Kuzmeski.jpg?ixlib=rails-2.1.2 [explicit] => [episodeType] => full [seasonNumber] => 1 [episodeNumber] => 46 [subtitle] => with Maribeth Kuzmeski [summary] =>

    The Registered Investment Advisor Podcast with Seth Greene

    Episode 046: Creating Organic Referrals with Red Zone Marketing

    Dr. Maribeth Kuzmeski is President of the consulting firm, Red Zone Marketing. Maribeth and her firm personally consult with some of the nation’s top financial professionals managing from $300 million to over $1 billion in client assets. Maribeth got her start as the 5th client in her firm happened to be a financial advisor. This advisor had only $10 million in money under management that Maribeth helped grow into $200 million in under 5 years through niche-based marketing strategies.

     

    Listen to this insightful episode, where Maribeth details the organic referral process advisors can use today.


    Here is what to expect on this week’s show:

    • How Marybeth got started in marketing, and how she accounts for all her success
    • What someone could expect to learn at Marybeth’s keynote speech at the ultimate referral summit
    • Why clients don’t often refer without being educated or prompted, and the organic referrals you might be missing out on
    • What an ideal referral situation looks like
    • A look at Maribeth’s books, and how they help advisors get more referrals

     

    Connect with Maribeth:

    Website: https://www.redzonemarketing.com/

    Instagram: https://www.instagram.com/mbkuzmeski/

    Twitter: https://www.twitter.com/MBKuzmeski

    YouTube: https://www.youtube.com/user/redzonemarketing

    LinkedIn: https://www.linkedin.com/company/red-zone-marketing-llc

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  • The Registered Investment Advisor Podcast with Seth Greene Episode 046:...
  • Array ( [id] => 770b0f1c-bf40-11ec-b4dc-a75a0cae40b9 [createdAt] => 2022-04-18T10:53:33.691-07:00 [updatedAt] => 2022-07-08T14:20:05.922-07:00 [title] => Ep 45: Radical Relevance for Referrals [pubdate] => 2022-04-19T21:00:00.000-07:00 [link] => https://referralcoach.com/ [author] => Seth Greene [imageFile] => https://megaphone.imgix.net/podcasts/770b0f1c-bf40-11ec-b4dc-a75a0cae40b9/image/The_RIA_Podcast_Guest_Cover_Art_EPI_045_Bill_Cates.jpg?ixlib=rails-2.1.2 [explicit] => [episodeType] => full [seasonNumber] => 1 [episodeNumber] => 45 [subtitle] => with Bill Cates [summary] =>

    The Registered Investment Advisor Podcast with Seth Greene

    Episode 045: Radical Relevance for Referrals

     Bill Cates is a successful entrepreneur, having built and sold two successful book publishing companies. An expert in relationship marketing, Bill is the author of Get More Referrals Now, Don’t Keep Me a Secret, Beyond Referrals, and Radical Relevance. And is the host of the acclaimed podcast, www.TopAdvisorPodcast.com.

    Inducted by his peers into the Professional Speakers Hall of Fame in 2010, Bill is a highly respected international speaker and consultant who has taught his system to thousands of financial professionals. Bill’s motivational sessions are high energy, high content – wrapped in a little fun. You can expect to receive proven and practical strategies that will have an immediate impact on your business.

     

    Listen to this insightful episode, where Bill gives tips on capitalizing on what he knows best: referrals.


    Here is what to expect on this week’s show:

    • How Bill accounts for his success as an author, speaker, and referral-based marketing expert
    • A sneak peek inside Bill’s newest book
    • Tips on turning referrals into money, and commonly made mistakes to avoid
    • Scaling organic referrals
    • Why just showing up and doing your job isn’t enough
    • Tips on recognizing and utilizing the things that makes you different from your competition towards creating great client relationships.



    Connect with Bill:

    Website: https://referralcoach.com/

    Facebook: https://www.facebook.com/ReferralCoach

    Twitter: https://twitter.com/Bill_Cates

    YouTube: https://www.youtube.com/user/ReferralCoach

    LinkedIn: https://www.linkedin.com/in/billcates

    Podcast: https://referralcoach.com/top-advisor-podcast-bill-cates/

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  • The Registered Investment Advisor Podcast with Seth Greene Episode 045:...
  • Array ( [id] => e239eaba-b9cd-11ec-be2a-9b6dbad31b76 [createdAt] => 2022-04-11T12:30:45.580-07:00 [updatedAt] => 2022-07-08T14:20:30.632-07:00 [title] => Ep 44: Risk Management [pubdate] => 2022-04-12T21:00:00.000-07:00 [link] => https://jlmriskmgmt.com/ [author] => Seth Greene [imageFile] => https://megaphone.imgix.net/podcasts/e239eaba-b9cd-11ec-be2a-9b6dbad31b76/image/The_RIA_Podcast_Guest_Cover_Art_EPI_044_JOSEPH_MOORE_copy.jpg?ixlib=rails-2.1.2 [explicit] => [episodeType] => full [seasonNumber] => 1 [episodeNumber] => 44 [subtitle] => with Joseph Moore [summary] =>

    The Registered Investment Advisor Podcast with Seth Greene

    Episode 044: Risk Management

    Joseph Moore is the president of JLM Risk Management. For more than 25 years, JLM Risk Management has corporation to anticipate and address the challenges of changing times and technologies. From its founding in 1996 to provide insurance and risk management services to the vendors of the 1996 Atlanta Summer Olympic Games, JLM Risk Management has emerged as a leader in middle market risk management services.

     

    Listen to this insightful episode, where Joseph talks about JLM Risk Management’s success:


    Here is what to expect on this week’s show:

    • How Joseph went from almost getting involved at Merrill Lynch to founding JLM Risk Management
    • Who Joseph’s ideal client is, and how JLM has been reaching clients
    • What Joseph’s biggest challenges are
    • What Joseph likes best about his job
    • How Joseph built his team

     

    Connect with Joseph:

    Website: https://jlmriskmgmt.com/

    Facebook: https://www.facebook.com/JLM-Risk-Management-107118054042055

    LinkedIn: https://www.linkedin.com/in/joseph-moore-3b543414/

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  • The Registered Investment Advisor Podcast with Seth Greene Episode 044:...
  • Array ( [id] => cec84e36-b45f-11ec-9903-fba3bf0031b5 [createdAt] => 2022-04-04T14:40:12.516-07:00 [updatedAt] => 2022-07-08T14:20:28.060-07:00 [title] => Ep 43: Growing With Family First Life [pubdate] => 2022-04-05T21:00:00.000-07:00 [link] => http://fenix-financial.com/ [author] => Seth Greene [imageFile] => https://megaphone.imgix.net/podcasts/cec84e36-b45f-11ec-9903-fba3bf0031b5/image/The_RIA_Podcast_Guest_Cover_Art_EPI_043_todd_Hausberger_copy.jpg?ixlib=rails-2.1.2 [explicit] => [episodeType] => full [seasonNumber] => 1 [episodeNumber] => 43 [subtitle] => with Todd Housberger [summary] =>

    The Registered Investment Advisor Podcast with Seth Greene

    Episode 043: Growing With Family First Life

    Todd Hausberger lives in Nashville, TN with his 3 children. He has been in the insurance industry since 2003. His insurance brokerage, Family First Life Fenix, has grown to over 100 agents in just a year and a half, and is not showing any signs of slowing down.

     

    Listen to this insightful episode, where Todd accounts for Family First Life Fenix’s success:

    Here is what to expect on this week’s show:

    • How Todd went from doing door-to-door insurance sales to the explosive growth of Family First Life Fenix
    • How Family First Life Fenix is outworking their competitors, raising unbelievable numbers in a short amount of time
    • Challenges that come with transitioning from being the biggest fish in a small pond to another fish in an ocean
    • How Todd hires and builds a team
    • What Todd likes best about his job

     

    Connect with Todd:

    Website: http://fenix-financial.com/

    Website: https://www.therogueimo.com/

    Facebook: https://www.facebook.com/fflfenix/

    LinkedIn: https://www.linkedin.com/company/fenix-financial-group

    [audioFile] => https://megaphone-prod.s3.amazonaws.com/podcasts/8fadbc30-beed-11eb-8066-139d6b5e6d0f/episodes/cec84e36-b45f-11ec-9903-fba3bf0031b5/stripped_7ccd8888b39ef6b460744154cba9c665.mp3 [downloadUrl] => https://traffic.megaphone.fm/CSN6883938419.mp3 [size] => 9375085 [duration] => 669.65 [uid] => CSN6883938419 [originalUrl] => [bitrate] => 112 [samplerate] => 44100 [channelMode] => stereo [vbr] => [audioFileProcessing] => [podcastId] => 8fadbc30-beed-11eb-8066-139d6b5e6d0f [preCount] => 0 [postCount] => 0 [insertionPoints] => Array ( ) [id3File] => https://megaphone-prod.s3.amazonaws.com/podcasts/8fadbc30-beed-11eb-8066-139d6b5e6d0f/episodes/cec84e36-b45f-11ec-9903-fba3bf0031b5/id3/9a2b060bd316f2bdea4506255b79cf62.mp3 [id3FileProcessing] => [id3FileSize] => 55664 [parentId] => [guid] => [pubdateTimezone] => Eastern Time (US & Canada) [originalFilename] => Ep 043 Todd Housberger_audio.mp3 [preOffset] => 0.0 [postOffset] => 0.0 [spotifyIdentifier] => [expectedAdhash] => [audioFileUpdatedAt] => 2022-04-04T14:40:13.327-07:00 [draft] => [externalId] => [cleanTitle] => Growing With Family First Life [customFields] => [podcastTitle] => Registered Investment Advisor Podcast [networkId] => 350149ba-8137-11e8-b024-4351158a124b [podcastAuthor] => Seth Greene [podcastItunesCategories] => Array ( [0] => Marketing ) [advertisingTags] => Array ( ) [mainFeed] => 1 [adFree] => [audioFileStatus] => success [status] => published )
  • The Registered Investment Advisor Podcast with Seth Greene Episode 043:...
  • Array ( [id] => e9e465c0-afa4-11ec-8d6a-e783f31831a1 [createdAt] => 2022-03-29T14:12:17.449-07:00 [updatedAt] => 2022-07-08T14:20:32.871-07:00 [title] => Ep 42: Life Insurance That Keeps You Alive [pubdate] => 2022-04-04T13:25:42.000-07:00 [link] => https://jonsabes.com/ [author] => Seth Greene [imageFile] => https://megaphone.imgix.net/podcasts/e9e465c0-afa4-11ec-8d6a-e783f31831a1/image/The_RIA_Podcast_Guest_Cover_Art_EPI_042_Jon_Sabes.jpg?ixlib=rails-2.1.2 [explicit] => [episodeType] => full [seasonNumber] => 1 [episodeNumber] => 42 [subtitle] => with Jon Sabes [summary] =>

    The Registered Investment Advisor Podcast with Seth Greene

    Episode 042: Life Insurance That Keeps You Alive

    Jon R. Sabes is the founder, chief executive officer and chairman of FOXO Technologies Inc., a technology startup using the science of AI and epigenetics to reinvent the life insurance industry. Mr. Sabes is a financial services entrepreneur with over 25 years of experience, structuring over $1 billion in financing commitments for a variety of businesses. Prior to starting FOXO, Mr. Sabes served as a CEO of alternative asset company with assets of $3.65 billion. Mr. Sabes specializes in the creation, sales and distribution of financial products that cross longevity, insurance and structured investments. Mr. Sabes’ education includes a Juris Doctor degree cum laude from the University of Minnesota Law School and a Bachelor of Arts degree in economics from the University of Colorado. In addition to being a successful entrepreneur, Mr. Sabes is an outdoor ultra-enthusiast and a lifelong learner. He has participated in numerous ultra-distance races, including five Ironman Triathlon finishes, back-country ultra-trail running and long distance open water swimming events. Mr. Sabes is a founding sponsor of the Snowman Race as well as a founding sponsor and board member of the Sauna Research Institute.

    Here is what to expect on this week’s show:

    • What molecular biology is, and how FOXO is bringing it to the insurance industry
    • How FOXO’s unique approach directly addresses common pain points for agents, and creates a smoother experience for the consumer
    • How FOXO’s technology builds a health and wellness profile for you, and reports that you’ll get regarding how they pertain to your life insurance if you sign up with them
    • How to reduce “advanced biological aging”
    • What Jon likes best about his job

     

    Connect with Jon:

    Website: https://jonsabes.com/

    Facebook: https://www.facebook.com/Jon-Sabes-101857917906418/

    Instagram: https://www.instagram.com/jon.sabes/

    Twitter: https://twitter.com/jonsabes

    LinkedIn: https://www.linkedin.com/in/jon-sabes-14368257/


    For important legal information related to FOXO’s SPAC announcement, please see the following SEC disclosure at bit.ly/social-disclaimer

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  • The Registered Investment Advisor Podcast with Seth GreeneEpisode 042: Life...
  • Array ( [id] => b79b67ba-aa15-11ec-9dc1-4347b606e06a [createdAt] => 2022-03-22T12:24:39.253-07:00 [updatedAt] => 2022-07-08T14:20:17.333-07:00 [title] => Ep 41: AweSurance Marketing [pubdate] => 2022-03-22T21:00:00.000-07:00 [link] => https://awesurance.com/ [author] => Seth Greene [imageFile] => https://megaphone.imgix.net/podcasts/b79b67ba-aa15-11ec-9dc1-4347b606e06a/image/The_RIA_Podcast_Guest_Cover_Art_EPI_041_Joshua_Nadler.jpg?ixlib=rails-2.1.2 [explicit] => [episodeType] => full [seasonNumber] => 1 [episodeNumber] => 41 [subtitle] => with Joshua Nedler [summary] =>

    The Registered Investment Advisor Podcast with Seth Greene

    Episode 041: Awesurance Marketing

    Joshua Nadler works with Agency Principals to create the highest possible ROI for their Marketing campaigns. With a family lineage as P&C agency owners that spans 4 generations – Josh practically eats, sleeps and breathes insurance marketing. His experiences range from working with local, mom & pop agencies all the way up to national carriers & clusters. Wether you need a simple website, help identifying and creating a niche marketing strategy or just someone to help walk you through a video content strategy – Josh and his team at Awesurance love creating bespoke solutions for their clients & partners.

     

    Listen to this insightful episode, where Joshua breaks down the ways that Awesurance has been differentiating itself from other IMOs and FMOs:

    Here is what to expect on this week’s show:

    • How Joshua got his start in insurance marketing, and how he has and hasn’t stayed in the “family business”
    • Why not having a precise focus is a huge mistake for an agent to make
    • Interesting integrations and side projects Joshua brings to the table for his clients, agents, and producers
    • Who Joshua thinks is the ideal client for Awesurance
    • What Awesurance’s biggest challenge is at the moment

     

    Connect with Joshua:

    Website: https://awesurance.com/

    Facebook: https://www.facebook.com/Awesurance

    Twitter: https://twitter.com/Awesurance

    LinkedIn: https://www.linkedin.com/company/awesurance

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  • The Registered Investment Advisor Podcast with Seth Greene Episode 041:...
  • Array ( [id] => 02d1b26c-a4b6-11ec-81f1-f73a97c33bc2 [createdAt] => 2022-03-15T16:16:57.924-07:00 [updatedAt] => 2022-07-08T14:19:35.474-07:00 [title] => Ep 40: Senior Care Counsel [pubdate] => 2022-03-15T21:00:00.000-07:00 [link] => https://www.seniorcarecounsel.com/ [author] => Seth Greene [imageFile] => https://megaphone.imgix.net/podcasts/02d1b26c-a4b6-11ec-81f1-f73a97c33bc2/image/The_RIA_Podcast_Guest_Cover_Art_EPI_040_Dan_Slater.jpg?ixlib=rails-2.1.2 [explicit] => [episodeType] => full [seasonNumber] => 1 [episodeNumber] => 40 [subtitle] => with Dan Slater [summary] =>

    The Registered Investment Advisor Podcast with Seth Greene

    Episode 040: Senior Care Counsel

    As the Sales & Marketing Director/Co-Founder of Senior Care Counsel, Dan has a strong passion for turning distant or nonsensical visions into real solutions. For seniors and their families, he aims to expose the challenges they can face while ageing and help them protect their financial future. For his attorney clients, Dan generates the most high-quality, pre-qualified leads and appointments for their practice. With over fourteen years of broad experience in visual communication, and over a decade in marketing leadership, Dan brings a unique set of skills to the IMO space. He is the very definition of what it means to be a marketer in the insurance industry. He is passionate about delivering results, and he uses his skills and experience to achieve those results. One of Dan’s biggest professional accomplishments has been his ability to use traditional marketing mediums such as television to outcompete the digital space and generate more leads with fewer dollars. He was also a key contributor to the origination success and creative for one of the nation’s largest IMO’s in retirement planning – helping them generate almost $550M per year in annuity production, and Senior Care Counsel is on track to create a similar trajectory. Working to provide demonstrated expertise across multiple mediums and translating all aspects of production into product is his forte. Actively helping his employees to achieve personal and professional success is his duty.

     

    Listen to this insightful episode, where Dan breaks down the ways in which Senior Care Counsel helps seniors, and is continuing to grow.

    Here is what to expect on this week’s show:

    • What Senior Care Counsel is, how it got started, and how they help seniors better understand how to pay for their care
    • What Senior Care Counsel handles their marketing
    • Senior Care Counsel’s plan to expand further nationwide
    • How Senior Care Counsel helps reassure seniors who may be wary of being scammed
    • Ways that Dan and his team vet attorneys

     

    Connect with Dan:

    Website: https://www.seniorcarecounsel.com/

    Facebook: https://www.facebook.com/seniorcarecounsel

    Twitter: https://twitter.com/SrCareCounsel

    LinkedIn: https://www.linkedin.com/in/dan-slater-bba35b5a/

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  • The Registered Investment Advisor Podcast with Seth GreeneEpisode 040: Senior...
  • Array ( [id] => 54046eac-9f4f-11ec-b0bc-3f4d140d1e31 [createdAt] => 2022-03-08T19:19:20.172-07:00 [updatedAt] => 2022-07-08T14:19:54.622-07:00 [title] => Ep 39: What is Different? [pubdate] => 2022-03-08T22:00:00.000-07:00 [link] => https://marketdominationllc.com/ [author] => Seth Greene [imageFile] => https://megaphone.imgix.net/podcasts/54046eac-9f4f-11ec-b0bc-3f4d140d1e31/image/The_IMO_Podcast_HOST_Cover_Art_EPI_039_What_is_Different_.jpg?ixlib=rails-2.1.2 [explicit] => [episodeType] => full [seasonNumber] => 1 [episodeNumber] => 39 [subtitle] => with Seth Greene [summary] =>

    The Insurance Marketing Organization Podcast with Seth Greene Episode 039: What Is Different?

    Seth Greene is a nationally recognized direct response financial services marketing expert, the CEO of Market Domination LLC, and the host of this show! This week is the fourth part of a five-part series of principles that will help you differentiate your IMO and edge out your competition.

     

    Listen to this insightful episode, where Seth breaks down the two types of differentiation, and how you can use them to make your IMO or financial service firm stand out.


    Here is what to expect on this week’s show:

    • Why breaking out of the mold of other financial advisors isn’t only about having the lowest prices
    • The difference between “physical differentiation” and “perceived differentiation”
    • How Seth and his team differentiate the financial services products they offer from their competition, and ways that the differences manifest themselves in both physical and perceived ways

     

    Connect with Seth:

    Website: https://marketdominationllc.com/

    Facebook: https://www.facebook.com/MarketDominationLLC

    YouTube: https://www.youtube.com/user/APMFunnel

    LinkedIn: https://www.linkedin.com/company/market-domination-llc/

    Instagram: https://www.instagram.com/market_domination_llc/

    Twitter: https://twitter.com/mktdominationus

    [audioFile] => https://megaphone-prod.s3.amazonaws.com/podcasts/8fadbc30-beed-11eb-8066-139d6b5e6d0f/episodes/54046eac-9f4f-11ec-b0bc-3f4d140d1e31/stripped_b0d8801286ff2eaf993666601f971d93.mp3 [downloadUrl] => https://traffic.megaphone.fm/CSN6606485057.mp3 [size] => 6394148 [duration] => 456.72 [uid] => CSN6606485057 [originalUrl] => [bitrate] => 112 [samplerate] => 44100 [channelMode] => stereo [vbr] => [audioFileProcessing] => [podcastId] => 8fadbc30-beed-11eb-8066-139d6b5e6d0f [preCount] => 0 [postCount] => 0 [insertionPoints] => Array ( ) [id3File] => https://megaphone-prod.s3.amazonaws.com/podcasts/8fadbc30-beed-11eb-8066-139d6b5e6d0f/episodes/54046eac-9f4f-11ec-b0bc-3f4d140d1e31/id3/7f835b12e6ef78ee06562bcec56d56db.mp3 [id3FileProcessing] => [id3FileSize] => 56427 [parentId] => [guid] => [pubdateTimezone] => Eastern Time (US & Canada) [originalFilename] => Ep 039 Seth Greene_audio.mp3 [preOffset] => 0.0 [postOffset] => 0.0 [spotifyIdentifier] => [expectedAdhash] => [audioFileUpdatedAt] => 2022-03-08T19:19:20.749-07:00 [draft] => [externalId] => [cleanTitle] => What is Different? [customFields] => [podcastTitle] => Registered Investment Advisor Podcast [networkId] => 350149ba-8137-11e8-b024-4351158a124b [podcastAuthor] => Seth Greene [podcastItunesCategories] => Array ( [0] => Marketing ) [advertisingTags] => Array ( ) [mainFeed] => 1 [adFree] => [audioFileStatus] => success [status] => published )
  • The Insurance Marketing Organization Podcast with Seth Greene Episode 039:...
  • Array ( [id] => b0ed2072-98d9-11ec-88f1-eb1f40ea3011 [createdAt] => 2022-02-28T14:02:08.486-07:00 [updatedAt] => 2022-07-08T14:20:15.061-07:00 [title] => Ep 38: What Are You Going to Offer That is Different? [pubdate] => 2022-03-01T17:00:00.000-07:00 [link] => https://marketdominationllc.com/ [author] => Seth Greene [imageFile] => https://megaphone.imgix.net/podcasts/b0ed2072-98d9-11ec-88f1-eb1f40ea3011/image/The_IMO_Podcast_HOST_Cover_Art_EPI_038_Seth_Greene.jpg?ixlib=rails-2.1.2 [explicit] => [episodeType] => full [seasonNumber] => 1 [episodeNumber] => 38 [subtitle] => with Seth Green [summary] =>

    Seth Greene

     

    The Insurance Marketing Organization Podcast with Seth Greene Episode 038: What Are You Going to Offer That is Different?

    Seth Greene is a nationally recognized direct response financial services marketing expert, the CEO of Market Domination LLC, and the host of this show! This week is the third part of a five-part series of principles that will help you differentiate your IMO and edge out your competition.

     

    Listen to this insightful episode, where Seth breaks down methods of differentiating your IMO from your competition.


    Here is what to expect on this week’s show:

    • How to think outside the box, and offer services or products that your buyers’ advisors haven’t told them about
    • Going bigger, better, and beyond
    • Ways of convincing buyers who are already satisfied with their IMO or FMO

     

    Connect with Seth:

    Website: https://marketdominationllc.com/

    Facebook: https://www.facebook.com/MarketDominationLLC

    YouTube: https://www.youtube.com/user/APMFunnel

    LinkedIn: https://www.linkedin.com/company/market-domination-llc/

    Instagram: https://www.instagram.com/market_domination_llc/

    Twitter: https://twitter.com/mktdominationus

    [audioFile] => https://megaphone-prod.s3.amazonaws.com/podcasts/8fadbc30-beed-11eb-8066-139d6b5e6d0f/episodes/b0ed2072-98d9-11ec-88f1-eb1f40ea3011/stripped_f7e6926378f50bb13b517ea93b705013.mp3 [downloadUrl] => https://traffic.megaphone.fm/CSN6832580352.mp3 [size] => 5092571 [duration] => 363.76 [uid] => CSN6832580352 [originalUrl] => [bitrate] => 112 [samplerate] => 44100 [channelMode] => stereo [vbr] => [audioFileProcessing] => [podcastId] => 8fadbc30-beed-11eb-8066-139d6b5e6d0f [preCount] => 0 [postCount] => 0 [insertionPoints] => Array ( ) [id3File] => https://megaphone-prod.s3.amazonaws.com/podcasts/8fadbc30-beed-11eb-8066-139d6b5e6d0f/episodes/b0ed2072-98d9-11ec-88f1-eb1f40ea3011/id3/521da60dab488f354ecc1513959bb98a.mp3 [id3FileProcessing] => [id3FileSize] => 56177 [parentId] => [guid] => [pubdateTimezone] => UTC [originalFilename] => Ep 038 Seth Greene_audio.mp3 [preOffset] => 0.0 [postOffset] => 0.0 [spotifyIdentifier] => [expectedAdhash] => [audioFileUpdatedAt] => 2022-02-28T14:02:09.056-07:00 [draft] => [externalId] => [cleanTitle] => What Are You Going to Offer That is Different? [customFields] => [podcastTitle] => Registered Investment Advisor Podcast [networkId] => 350149ba-8137-11e8-b024-4351158a124b [podcastAuthor] => Seth Greene [podcastItunesCategories] => Array ( [0] => Marketing ) [advertisingTags] => Array ( ) [mainFeed] => 1 [adFree] => [audioFileStatus] => success [status] => published )
  • Seth Greene The Insurance Marketing Organization Podcast with Seth Greene Episode...
  • Array ( [id] => 8a8aa5a8-92d0-11ec-aa05-f3453cb240ac [createdAt] => 2022-02-20T21:41:31.627-07:00 [updatedAt] => 2022-07-08T14:20:08.205-07:00 [title] => Ep 37: Helping Agents Navigate the Medicare Maze [pubdate] => 2022-02-22T22:00:00.000-07:00 [link] => https://www.christianbrindleinsuranceservices.com/ [author] => Seth Greene [imageFile] => https://megaphone.imgix.net/podcasts/8a8aa5a8-92d0-11ec-aa05-f3453cb240ac/image/The_IMO_Podcast_Guest_Cover_Art_EPI_037_Christian_Brindle_copy.jpg?ixlib=rails-2.1.2 [explicit] => [episodeType] => full [seasonNumber] => 1 [episodeNumber] => 37 [subtitle] => with Christian Brindle [summary] =>

    Christian Brindle

     

    The Insurance Marketing Organization Podcast with Seth Greene Episode 037: Helping Agents Navigate the Medicare Maze

    Christian Brindle is a national figure in the Medicare and senior insurance space. He has been a top producing agent with 6 insurance carriers & mentored hundreds of agents across the country. Christian also is looked at as a content marketing pioneer in the insurance industry. He hosts the ever popular “Everything Medicare Podcast!” and is the founder of The Six Figure Medicare Agent brand, Facebook group, and conference. Christian believes in transparency, growing with speed, and understanding what is possible in the insurance space.

     

    Listen to this insightful episode, where Christian breaks down how his services firm helps make insurance agents’ lives easier.


    Here is what to expect on this week’s show:

    • How Christian got started in insurance, and how his father influenced his professional development
    • How Christian Brindle Insurance Services helps agents and clients, especially seniors
    • Why Christian likes working with agents
    • Why Christian thinks Medicare is so confusing and bogged down in jargon
    • What Christian thinks the biggest marketing hurdles are in the insurance industry
    • What Christian likes best about his job

     

    Connect with Christian:

    WEBSITE: https://www.christianbrindleinsuranceservices.com/

    FACEBOOK: https://www.facebook.com/christianbrindleinsuranceservices/

    TWITTER: https://twitter.com/C_E_Brindle

    LINKEDIN: https://www.linkedin.com/in/christian-brindle-a4411ab4

    YOUTUBE: https://www.youtube.com/channel/UCpAqxCVcp58s-XHlRylQxRA

     

    [audioFile] => https://megaphone-prod.s3.amazonaws.com/podcasts/8fadbc30-beed-11eb-8066-139d6b5e6d0f/episodes/8a8aa5a8-92d0-11ec-aa05-f3453cb240ac/stripped_f8055037c2d8729bbf24a94b947f8290.mp3 [downloadUrl] => https://traffic.megaphone.fm/CSN5121558904.mp3 [size] => 12069303 [duration] => 862.09 [uid] => CSN5121558904 [originalUrl] => [bitrate] => 112 [samplerate] => 44100 [channelMode] => stereo [vbr] => [audioFileProcessing] => [podcastId] => 8fadbc30-beed-11eb-8066-139d6b5e6d0f [preCount] => 0 [postCount] => 0 [insertionPoints] => Array ( ) [id3File] => https://megaphone-prod.s3.amazonaws.com/podcasts/8fadbc30-beed-11eb-8066-139d6b5e6d0f/episodes/8a8aa5a8-92d0-11ec-aa05-f3453cb240ac/id3/939b7fa9a59c43f7710914771e11cfd1.mp3 [id3FileProcessing] => [id3FileSize] => 57269 [parentId] => [guid] => [pubdateTimezone] => Eastern Time (US & Canada) [originalFilename] => Ep 037 Christian Brindle_audio.mp3 [preOffset] => 0.0 [postOffset] => 0.0 [spotifyIdentifier] => [expectedAdhash] => [audioFileUpdatedAt] => 2022-02-20T21:41:32.206-07:00 [draft] => [externalId] => [cleanTitle] => Helping Agents Navigate the Medicare Maze [customFields] => [podcastTitle] => Registered Investment Advisor Podcast [networkId] => 350149ba-8137-11e8-b024-4351158a124b [podcastAuthor] => Seth Greene [podcastItunesCategories] => Array ( [0] => Marketing ) [advertisingTags] => Array ( ) [mainFeed] => 1 [adFree] => [audioFileStatus] => success [status] => published )
  • Christian Brindle The Insurance Marketing Organization Podcast with Seth Greene Episode...
  • Array ( [id] => 20173dc4-8e95-11ec-905c-f71ac62bbe46 [createdAt] => 2022-02-15T12:26:08.085-07:00 [updatedAt] => 2022-07-08T14:19:41.654-07:00 [title] => Ep 36: Bindable [pubdate] => 2022-02-15T22:00:00.000-07:00 [link] => https://bindable.com/ [author] => Seth Greene [imageFile] => https://megaphone.imgix.net/podcasts/20173dc4-8e95-11ec-905c-f71ac62bbe46/image/The_IMO_Podcast_Guest_Cover_Art_EPI_036_Jocelyn_Getson.jpg?ixlib=rails-2.1.2 [explicit] => [episodeType] => full [seasonNumber] => 1 [episodeNumber] => 36 [subtitle] => with Jocelyn Getson [summary] =>

    Jocelyn Getson

     

    The Insurance Marketing Organization Podcast with Seth Greene Episode 036: Bindable

    Jocelyn Getson is the chief growth officer for Bindable, the InsurTech leader for alternative distribution solutions, enabling organizations across all industries to drive revenue and build brand loyalty through digital insurance offerings. Getson’s career has been inspired by her ability to identify, build, and implement new products, revenue channels, and customer solutions for risk-based programs. She is a passionate and driven executive who thrives in the roles of change agent, respected thought leader, and valued advisor. The clarity of her vision is grounded in her astute focus on market trends, which has enabled the organizations and partners she has worked with to develop business development and growth strategies built for long term success.

     

    Listen to this insightful episode, where Jocelyn breaks down what Bindable does, and who it helps.


    Here is what to expect on this week’s show:

    • How Jocelyn’s upbringing by two parents in marketing led her to a career in insurance and financial services
    • The many different areas and verticals that Bindable works in
    • Ways that Bindable helps connect carrier to consumer
    • The traction and growth that Bindable shows that puts them on a different level from other providers
    • What Jocelyn loves most about her job

     

    Connect with Jocelyn:

    WEBSITE: https://bindable.com/

    INSTAGRAM: https://www.instagram.com/bindabletech/

    TWITTER: https://twitter.com/bindabletech

    LINKEDIN: https://www.linkedin.com/company/bindable/

    [audioFile] => https://megaphone-prod.s3.amazonaws.com/podcasts/8fadbc30-beed-11eb-8066-139d6b5e6d0f/episodes/20173dc4-8e95-11ec-905c-f71ac62bbe46/stripped_069465b8d0691e570a248f21b9563972.mp3 [downloadUrl] => https://traffic.megaphone.fm/CSN9834798321.mp3 [size] => 9956571 [duration] => 711.18 [uid] => CSN9834798321 [originalUrl] => [bitrate] => 112 [samplerate] => 44100 [channelMode] => stereo [vbr] => [audioFileProcessing] => [podcastId] => 8fadbc30-beed-11eb-8066-139d6b5e6d0f [preCount] => 0 [postCount] => 0 [insertionPoints] => Array ( ) [id3File] => https://megaphone-prod.s3.amazonaws.com/podcasts/8fadbc30-beed-11eb-8066-139d6b5e6d0f/episodes/20173dc4-8e95-11ec-905c-f71ac62bbe46/id3/250de8afea519b5b665a54d3b0497311.mp3 [id3FileProcessing] => [id3FileSize] => 56481 [parentId] => [guid] => [pubdateTimezone] => Eastern Time (US & Canada) [originalFilename] => Ep 036 Jocelyn Getson_audio.mp3 [preOffset] => 0.0 [postOffset] => 0.0 [spotifyIdentifier] => [expectedAdhash] => [audioFileUpdatedAt] => 2022-02-15T12:26:08.325-07:00 [draft] => [externalId] => [cleanTitle] => Bindable [customFields] => [podcastTitle] => Registered Investment Advisor Podcast [networkId] => 350149ba-8137-11e8-b024-4351158a124b [podcastAuthor] => Seth Greene [podcastItunesCategories] => Array ( [0] => Marketing ) [advertisingTags] => Array ( ) [mainFeed] => 1 [adFree] => [audioFileStatus] => success [status] => published )
  • Jocelyn Getson The Insurance Marketing Organization Podcast with Seth Greene Episode...
  • Array ( [id] => 2fd810f0-8880-11ec-927d-ef1fc3afa3c9 [createdAt] => 2022-02-07T18:41:08.097-07:00 [updatedAt] => 2022-07-08T14:19:47.964-07:00 [title] => Ep 35: Getting publicity in financial services [pubdate] => 2022-02-08T22:00:00.000-07:00 [link] => https://jilllublin.com/ [author] => Seth Greene [imageFile] => https://megaphone.imgix.net/podcasts/2fd810f0-8880-11ec-927d-ef1fc3afa3c9/image/The_IMO_Podcast_Guest_Cover_Art_EPI_035_Jill_Lublin.jpg?ixlib=rails-2.1.2 [explicit] => [episodeType] => full [seasonNumber] => 1 [episodeNumber] => 35 [subtitle] => with Jill Lublin [summary] =>

    The Insurance Marketing Organization Podcast with Seth Greene Episode 035: Getting Publicity in Financial Services

    With 200+ speaking engagements each year, master publicity strategist and consultant, and bestselling author, Jill Lublin, consistently wows audiences worldwide with her entertaining and interactive keynotes, seminars, and training programs on publicity, networking, kindness and influence marketing.

     

    Jill has shared her powerful networking and publicity strategies on the stages of Tony Robbins, T. Harv Eker, Jack Canfield, Mark Victor Hansen, Loral Langemeier, James Malinchak, Lisa Nichols, Richard Simmons, and many others. Additionally, thousands of people have attended her popular Publicity Crash Course.

     

    In addition to her speaking engagements, Jill trains and consults with executives, sales teams and marketing departments in Fortune 500 companies, as well as in small-to-medium-sized companies. Her innovative influence marketing and publicity techniques consistently increase bottom line results for her clients.

     

    Listen to this insightful episode, where Jill breaks down ways of getting noticed as an insurance agent or financial advisor.


    Here is what to expect on this week’s show:

    • How Jill went from quitting law school to becoming the master of PR and marketing that she is today
    • Unpacking the myths and misconceptions surrounding PR in financial services
    • The difference in time, money, and energy that you may notice in Jill’s guerilla marketing approach
    • Why it’s important to remember that any journey worth taking begins with that first step
    • How to create a media presence for marketing as an insurance agent or financial advisor
    • Success stories from some of Jill’s clients
    • A free gift from Jill’s Publicity Crash Course for IMO listeners!

     

    Connect with Jill:

    FREE GIFT: https://publicitycrashcourse.com/freegift

    WEBSITE: https://jilllublin.com/

    FACEBOOK: https://www.facebook.com/publicitycrashcourse

    TWITTER: https://twitter.com/JillLublin

    LINKEDIN: https://www.linkedin.com/in/jilllublin/

    YOUTUBE: https://www.youtube.com/channel/UCP1iC4DCyVD4rP34DZxjeeg

     

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  • The Insurance Marketing Organization Podcast with Seth Greene Episode 035:...
  • Array ( [id] => a3a27988-82ec-11ec-bad5-63203be40eba [createdAt] => 2022-01-31T16:22:21.015-07:00 [updatedAt] => 2022-07-08T14:20:13.436-07:00 [title] => Ep 34: Insurance on a Global Scale [pubdate] => 2022-02-01T22:00:00.000-07:00 [link] => https://www.clements.com/ [author] => Seth Greene [imageFile] => https://megaphone.imgix.net/podcasts/a3a27988-82ec-11ec-bad5-63203be40eba/image/The_IMO_Podcast_Guest_Cover_Art_EPI_034_Tarun_Chopra_copy.jpg?ixlib=rails-2.1.2 [explicit] => [episodeType] => full [seasonNumber] => 1 [episodeNumber] => 34 [subtitle] => with Tarun Chopra [summary] =>

    The Insurance Marketing Organization Podcast with Seth Greene Episode 034: Insurance on a Global Scale

    Tarun Chopra is the president and CEO of Clements Worldwide. He is an award-winning, transformational leader with exceptional experience in strategic leadership, business growth, insurtech and finance. He has worked for Fortune 500 companies like Fannie Mae and Whirlpool Corporation, as well as premier consulting firms like Ernst & Young and Boston Consulting Group (BCG). He is a distinguished public speaker with interviews in Wall Street Journal and CFO magazine. He, currently serves on the board of directors for the Council of Insurance Agents and Brokers and board of advisors for the CFO Alliance. Tarun is a Chartered Accountant and earned an MBA from Melbourne Business School, Australia. 

     

    Listen to this insightful episode featuring guest host Bruce Corris, where Tarun explains how Clements provides international insurance coverage.


    Here is what to expect on this week’s show:

    • How Tarun’s career that spans 4 different continents led him to where he is today
    • Ways that Clements has been increasing the breadth of its global markets since 1947, and how they continue to grow today
    • How international insurance coverage works
    • Where Tarun sees the international insurance market going in the next five years

     

    Connect with Tarun and Clements:

    Guest Contact Info:

    Website: https://www.clements.com/

    Facebook: https://www.facebook.com/ClementsWorldwide/

    Twitter: https://twitter.com/Tweet_Clements

    LinkedIn: https://www.linkedin.com/in/tarunchopra

     

    [audioFile] => https://megaphone-prod.s3.amazonaws.com/podcasts/8fadbc30-beed-11eb-8066-139d6b5e6d0f/episodes/a3a27988-82ec-11ec-bad5-63203be40eba/stripped_d6dfba5c60c4a4f5ba9d916b2aab1222.mp3 [downloadUrl] => https://traffic.megaphone.fm/CSN3869159604.mp3 [size] => 20733806 [duration] => 1727.82 [uid] => CSN3869159604 [originalUrl] => [bitrate] => 96 [samplerate] => 44100 [channelMode] => stereo [vbr] => [audioFileProcessing] => [podcastId] => 8fadbc30-beed-11eb-8066-139d6b5e6d0f [preCount] => 0 [postCount] => 0 [insertionPoints] => Array ( ) [id3File] => https://megaphone-prod.s3.amazonaws.com/podcasts/8fadbc30-beed-11eb-8066-139d6b5e6d0f/episodes/a3a27988-82ec-11ec-bad5-63203be40eba/id3/6cfe7a234f7ff7b726668b65af869e70.mp3 [id3FileProcessing] => [id3FileSize] => 56571 [parentId] => [guid] => [pubdateTimezone] => Eastern Time (US & Canada) [originalFilename] => Ep 034 Tarun Chopra_audio.mp3 [preOffset] => 0.0 [postOffset] => 0.0 [spotifyIdentifier] => [expectedAdhash] => [audioFileUpdatedAt] => 2022-02-08T12:16:07.352-07:00 [draft] => [externalId] => [cleanTitle] => Insurance on a Global Scale [customFields] => [podcastTitle] => Registered Investment Advisor Podcast [networkId] => 350149ba-8137-11e8-b024-4351158a124b [podcastAuthor] => Seth Greene [podcastItunesCategories] => Array ( [0] => Marketing ) [advertisingTags] => Array ( ) [mainFeed] => 1 [adFree] => [audioFileStatus] => success [status] => published )
  • The Insurance Marketing Organization Podcast with Seth Greene Episode 034:...
  • Array ( [id] => 59f38f74-7d5c-11ec-9ed8-6b47f94fe8b1 [createdAt] => 2022-01-24T14:26:54.066-07:00 [updatedAt] => 2022-07-08T14:19:58.418-07:00 [title] => Ep 33: Shared Economy Services [pubdate] => 2022-01-25T22:00:00.000-07:00 [link] => https://www.sharedeconomyservices.com/ [author] => Seth Greene [imageFile] => https://megaphone.imgix.net/podcasts/59f38f74-7d5c-11ec-9ed8-6b47f94fe8b1/image/The_IMO_Podcast_Guest_Cover_Art_EPI_033_Robert_Wallach_.jpg?ixlib=rails-2.1.2 [explicit] => [episodeType] => full [seasonNumber] => 1 [episodeNumber] => 33 [subtitle] => with Robert Wallach [summary] =>

    Robert Wallach

     

    The Insurance Marketing Organization Podcast with Seth Greene Episode 033: Shared Economy Services

    Robert Wallach is a cross-market specialist and C-Suite Advisory for Insurance. He is also involved in automotive, banking, IP, healthcare, investment strategy, competitive strategic analysis, M&A investment evaluation, and financial services. He believes that there are solutions to every business challenge, and that the correct approach will yield next-level results. He has proven this across various distinct platforms and industries, with intersecting disciplines, providing leadership both in entrepreneurial and corporate environments.

     

    Listen to this insightful episode where Robert explains how Shared Economy Services is fighting for independent contractors and more.


    Here is what to expect on this week’s show:

    • Ways that Shared Economy Services is challenging status quos set by companies who employ independent contractors
    • How Robert surveyed the current shared economy landscape to get the idea for Shared Economy Services
    • Recent changes in the legal world that allow these companies to continue paying their workers as little as possible, and not giving them the benefits they’ve earned

     

    Connect with Kevin:

    Guest Contact Info:

    Website: https://www.sharedeconomyservices.com/

    LinkedIn: https://linkedin.com/in/robertmwallach

     

     

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  • Robert Wallach The Insurance Marketing Organization Podcast with Seth Greene Episode...
  • Array ( [id] => cb98b23c-77ce-11ec-844d-af6745029229 [createdAt] => 2022-01-17T12:51:00.322-07:00 [updatedAt] => 2022-07-08T14:20:26.985-07:00 [title] => Ep 32: Plan Confidence [pubdate] => 2022-01-18T22:00:00.000-07:00 [link] => https://www.planconfidence.com/ [author] => Seth Greene [imageFile] => https://megaphone.imgix.net/podcasts/cb98b23c-77ce-11ec-844d-af6745029229/image/The_IMO_Podcast_Guest_Cover_Art_EPI_032_Kevin_Clark_.jpg?ixlib=rails-2.1.2 [explicit] => [episodeType] => full [seasonNumber] => 1 [episodeNumber] => 32 [subtitle] => with Kevin Clark [summary] =>

    Kevin Clark

     

    The Insurance Marketing Organization Podcast with Seth Greene Episode 030: Plan Confidence

    Kevin T Clark is a Dalbar certified Registered Fiduciary who has been in the financial industry since 1997. In 2016, he co-founded Plan Confidence Corporation to allow the 100 million Americans with money in their employer’s retirement plan the abilty to receive advice from an adviser of their choosing. He is an ERISA nerd living in Sarasota FL. When he is not revolutionizing the ERISA advice space, he enjoys boating and reading on a sandy beach.

     


    Listen to this insightful episode where Kevin explains how Plan Confidence is helping people stay ERIA safe.


    Here is what to expect on this week’s show:

    • Who Plan Confidence is and what they do
    • How Kevin navigates complex ERISA rules to help his clients with their 401Ks
    • What gave Kevin the idea to have more scaleable software
    • Ways in which Plan Confidence is helping financial advisors, insurance agents, and RIA firms
    • How advisors who provide non-ERISA compliant 401K advice are doing more harm than good
    • The eureka moments that are Kevin’s favorite part of his job

     

    Connect with Kevin:

    Guest Contact Info:

    Website: https://www.planconfidence.com/

    LinkedIn: https://www.linkedin.com/in/planconfidence/

     

     

     

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  • Kevin Clark The Insurance Marketing Organization Podcast with Seth Greene Episode...
  • Array ( [id] => 0aeadbde-723b-11ec-9d19-cb041ae847b6 [createdAt] => 2022-01-10T10:30:45.235-07:00 [updatedAt] => 2022-07-08T14:19:40.124-07:00 [title] => Ep 31: Integrated Insurance and Investments [pubdate] => 2022-01-11T22:00:00.000-07:00 [link] => https://i4global.business.site/ [author] => Seth Greene [imageFile] => https://megaphone.imgix.net/podcasts/0aeadbde-723b-11ec-9d19-cb041ae847b6/image/The_IMO_Podcast_Guest_Cover_Art_EPI_031_Enrico_Pobre_copy.jpg?ixlib=rails-2.1.2 [explicit] => [episodeType] => full [seasonNumber] => 1 [episodeNumber] => 31 [subtitle] => with Enrico Pobre [summary] =>

    Enrico Pobre

     

    The Insurance Marketing Organization Podcast with Seth Greene Episode 030: Integrated Insurance and Investments

    Enrico Pobre is the CEO and founder of Integrated Insurance and Investments Inc (or, i4). He is excited to share 28 years of in-depth Sales, Marketing and Training experience and expertise with a proven track record of outstanding performance in the US and the global market from various industries, multi-national companies and different market culture because these experiences can provide fresh new ideas, wealth of energy, powerful work ethics and a successful mindset.

     

    Listen to this insightful episode where Enrico explains how i4 is blazing exciting new trails in insurance and investments.


    Here is what to expect on this week’s show:

    • How the global market crash inspired Enrico to move from Europe to the States and start his own business
    • Who Enrico’s ideal client is
    • Common financial mistakes Enrico sometimes sees his clients make
    • How Enrico came up with the idea to merge investments and insurance, and how he sells that conversion to clients
    • Why Enrico thinks it’s just as important to have energy at 8 am as it is at the end of the day
    • What Enrico thinks is next for his business

     

    Connect with Enrico:

    Guest Contact Info:

    Website: https://i4global.business.site/

    Facebook: https://www.facebook.com/integratedinsuranceandinvestmentsinc/

    LinkedIn: https://www.linkedin.com/in/enrichingthep00r/

    Twitter: https://twitter.com/enricopobre

     

     

     

     

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  • Enrico Pobre The Insurance Marketing Organization Podcast with Seth Greene Episode...
  • Array ( [id] => 06ddffa2-6d8c-11ec-9564-af3b60a0ee32 [createdAt] => 2022-01-04T11:27:51.856-07:00 [updatedAt] => 2022-07-08T14:19:36.906-07:00 [title] => Ep 30: Voluntary Benefits Association [pubdate] => 2022-01-04T22:00:00.000-07:00 [link] => https://vbassociation.com/ [author] => Seth Greene [imageFile] => https://megaphone.imgix.net/podcasts/06ddffa2-6d8c-11ec-9564-af3b60a0ee32/image/The_IMO_Podcast_Guest_Cover_Art_EPI_030_Rob_Shestack_copy.jpg?ixlib=rails-2.1.2 [explicit] => [episodeType] => full [seasonNumber] => 1 [episodeNumber] => 30 [subtitle] => with Rob Shestack [summary] =>

    Rob Shestack

     

    The Insurance Marketing Organization Podcast with Seth Greene Episode 030: Voluntary Benefits Association

    Rob Shestack is the Chairman and CEO and Hall of Fame member of the Voluntary Benefits Association, the first national non-profit trade association focused on Voluntary Benefits for employer groups and affinity groups. Our goal is to promote the education, implementation, product development, technology and enrollment of Voluntary Benefits in the workplace.

     

    Listen to this insightful episode where Rob explains how the Voluntary Benefits Association is helping people with regards to their health benefits:


    Here is what to expect on this week’s show:

    • How Rob went from wanting to be an astronaut to becoming an actuary to getting involved in benefits
    • How Rob was involved with the invention of the FSA debit card
    • What services the Volunteer Benefits Association provides their clients, from providing oversight regarding health benefits to bringing new ideas and creativity to the voluntary benefits space
    • How the Voluntary Benefits Association is bouncing back from Covid setbacks
    • Who Rob thinks the ideal VBA participant is
    • A special offer from the VBA just for listeners to the IMO Podcast

     

    Connect with Rob:

    Guest Contact Info:

    Website: https://vbassociation.com/

    Facebook: https://www.facebook.com/vbassociation

    Instagram: https://www.instagram.com/voluntarybenefitsassociation/

    YouTube: https://www.youtube.com/channel/UCuNjE6PrMeF_olfZjV4khhQ/featured

    Pinterest: https://www.pinterest.com/VBAssociation/

    LinkedIn: https://www.linkedin.com/groups/1983592/

    Twitter: https://twitter.com/voiceofvb

     

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  • Rob Shestack The Insurance Marketing Organization Podcast with Seth Greene Episode...
  • Array ( [id] => 0857b1f2-673d-11ec-bbc3-07a7a13037c1 [createdAt] => 2021-12-27T10:47:17.111-07:00 [updatedAt] => 2022-07-08T14:19:38.804-07:00 [title] => Ep 29: Paradiso Insurance [pubdate] => 2021-12-28T22:00:00.000-07:00 [link] => https://www.paradisoinsurance.com/ [author] => Seth Greene [imageFile] => https://megaphone.imgix.net/podcasts/0857b1f2-673d-11ec-bbc3-07a7a13037c1/image/The_IMO_Podcast_Guest_Cover_Art_EPI_029_Chris_Paradiso_.jpg?ixlib=rails-2.1.2 [explicit] => [episodeType] => full [seasonNumber] => 1 [episodeNumber] => 29 [subtitle] => with Chris Paradiso [summary] =>


    The Insurance Marketing Organization Podcast with Seth Greene Episode 029: Paradiso Insurance

    As the owner of Paradiso Insurance in Stafford Springs, Connecticut, Chris helps to protect an individual's most valuable assets with a variety of insurance options. His insurance agency, like this country, is built on promises that he guarantees to each and everyone of his customers. He built his agency from the ground up through marketing and the help of his local community. He now uses what he has learned to help other independent agents thrive in the insurance space through his other company, Paradiso Presents.

     

    Listen to this insightful episode where Chris explains how Paradiso Insurance has stayed a cut above teh competition:


    Here is what to expect on this week’s show:

    • How Chris went from transporting prisoners to working at New York Life to starting his own insurance agency, Paradiso Insurance
    • The many different offerings a client can get from Paradiso Insurance, including parcel delivery insurance
    • How Paradiso Insurance has kept a consistent digital presence online
    • What Chris thinks the biggest challenges in the insurance industry are today
    • How Chris defines success

     

    Connect with Chris:

    Guest Contact Info:

    Website: https://www.paradisoinsurance.com/

    Instagram: https://www.instagram.com/paradiso_insurance/

    YouTube: https://www.youtube.com/user/paradisoinsurance/

    Pinterest: https://www.pinterest.com/ctinsurance/

    LinkedIn: https://www.linkedin.com/company/paradiso-financial-and-insurance-services/

    Twitter: https://twitter.com/paradisoins

     

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  • The Insurance Marketing Organization Podcast with Seth Greene Episode 029:...
  • Array ( [id] => 2c5f2322-61cb-11ec-8cab-0be52e747e30 [createdAt] => 2021-12-20T12:29:39.115-07:00 [updatedAt] => 2022-07-08T14:19:46.538-07:00 [title] => Ep 28: Where Do Your Advisors Spend Their Time? [pubdate] => 2021-12-21T22:00:00.000-07:00 [link] => https://marketdominationllc.com/ [author] => Seth Greene [imageFile] => https://megaphone.imgix.net/podcasts/2c5f2322-61cb-11ec-8cab-0be52e747e30/image/The_IMO_Podcast_HOST_Cover_Art_EPI_028_Seth_greene.jpg?ixlib=rails-2.1.2 [explicit] => [episodeType] => full [seasonNumber] => 1 [episodeNumber] => 28 [subtitle] => with Seth Green [summary] =>

    Seth Greene

     

    The Insurance Marketing Organization Podcast with Seth Greene Episode 028: Where Do Your Advisors Spend Their Time?

    Seth Greene is a nationally recognized direct response financial services marketing expert, the CEO of Market Domination LLC, and the host of this show! This week is the second part of a five-part series of principles that will help you differentiate your IMO and edge out your competition.

     

    Listen to this insightful episode where Seth breaks down what to look for in the ideal advisor- and where you might find them:


    Here is what to expect on this week’s show:

    • Why specificity is best when writing ad copy
    • The #1 reason why agents switch
    • Why, sometimes, the conversation approach is more important than the amount of people you get in seats
    • Why knowing your leads’ hobbies and engaging them in those hobbies can generate higher conversion rates
    • Why a lead’s time to make the first contract is a very telling KPI

     


    Connect with Seth:

    Guest Contact Info:

    Website: https://marketdominationllc.com/

    Facebook: https://www.facebook.com/MarketDominationLLC

    YouTube: https://www.youtube.com/user/APMFunnel

    LinkedIn: https://www.linkedin.com/company/market-domination-llc/

    Instagram: https://www.instagram.com/market_domination_llc/

    Twitter: https://twitter.com/mktdominationus

     

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  • Seth Greene The Insurance Marketing Organization Podcast with Seth Greene Episode...
  • Array ( [id] => 57638c92-5d35-11ec-8081-07f881f5870a [createdAt] => 2021-12-14T16:27:02.108-07:00 [updatedAt] => 2022-07-08T14:19:56.121-07:00 [title] => Ep 27: Positive Polarization [pubdate] => 2021-12-14T22:00:00.000-07:00 [link] => https://lakegrowth.com/ [author] => Seth Greene [imageFile] => https://megaphone.imgix.net/podcasts/57638c92-5d35-11ec-8081-07f881f5870a/image/The_IMO_Podcast_Guest_Cover_Art_EPI_027_Mark_Willis.jpg?ixlib=rails-2.1.2 [explicit] => [episodeType] => full [seasonNumber] => 1 [episodeNumber] => 27 [subtitle] => with Mark Willis [summary] =>


    The Insurance Marketing Organization Podcast with Seth Greene Episode 027: Positive Polarization

    Mark Willis, CFP® is a man on a mission to help you think differently about your money, your economy and your future. After graduating with six figures of student loan debt and discovering a way to turn his debt into real wealth as he watched everybody lose their retirement savings and home equity in 2008, he knew that he needed to find a more predictable way to meet his financial objectives and those of his clients. Mark is a certified financial planner, a three-time #1 Best Selling Author and the owner of Lake Growth Financial Services, a financial firm in Chicago, Illinois.

     

    Listen to this insightful episode where Mark challenges many financial status quos:


    Here is what to expect on this week’s show:

    • How Mark’s suspicion of banks as a five-year-old led him to get involved in
    • Why challenging conventional financial knowledge can lead to greater financial success
    • How banks can take advantage of account holders, and how individuals can potentially find greater financial freedom and become their own banker
    • What inspired Mark to write his three books and start his podcast
    • Mistakes that Mark sees advisors often make

     

    Connect with Mark:

    Guest Contact Info:

    Website: https://lakegrowth.com/

    Facebook: https://www.facebook.com/lakegrowth/

    Podcast: https://nyafinancialpodcast.com/

    LinkedIn: https://www.linkedin.com/in/marklakegrowth/

    Twitter: https://twitter.com/lakegrowth

     

     

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  • The Insurance Marketing Organization Podcast with Seth Greene Episode 027:...
  • Array ( [id] => 933f5c50-5790-11ec-91e0-4f70cecf3dd2 [createdAt] => 2021-12-07T12:04:59.773-07:00 [updatedAt] => 2022-07-08T14:20:11.915-07:00 [title] => Ep 26: Who is Your Ideal Advisor? [pubdate] => 2021-12-07T22:00:00.000-07:00 [link] => https://marketdominationllc.com/ [author] => Seth Greene [imageFile] => https://megaphone.imgix.net/podcasts/933f5c50-5790-11ec-91e0-4f70cecf3dd2/image/The_IMO_Podcast_HOST_Cover_Art_EPI_026_Seth_greene_copy.jpg?ixlib=rails-2.1.2 [explicit] => [episodeType] => full [seasonNumber] => 1 [episodeNumber] => 26 [subtitle] => with Seth Greene [summary] =>

    Seth Greene

     

    The Insurance Marketing Organization Podcast with Seth Greene Episode 026: Who is Your Ideal Advisor?

    Seth Greene is a nationally recognized direct response financial services marketing expert, the CEO of Market Domination LLC, and the host of this show! This week is the first part of a five-part series of principles that will help you differentiate your IMO and edge out your competition.

     

    Listen to this insightful episode where Seth breaks down what your IMO ought to look for in an advisor:


    Here is what to expect on this week’s show:

    • How to find the top 20% of advisors that will drive in 80% of your business, rather than an advisor from the bottom 20% that will cause 80% of your headaches
    • Why clarity in messaging is just as important to an IMO as having the newest, coolest technology
    • What Seth thinks his previous guests on this show have done right
    • Why a good advisor ought to know where the puck is headed, and stay ahead of trends in the market
    • Why target market ought to drive your choice in advisor

     

    Connect with Seth:

    Guest Contact Info:

    Website: https://marketdominationllc.com/

    Facebook: https://www.facebook.com/MarketDominationLLC

    YouTube: https://www.youtube.com/user/APMFunnel

    LinkedIn: https://www.linkedin.com/company/market-domination-llc/

    Instagram: https://www.instagram.com/market_domination_llc/

    Twitter: https://twitter.com/mktdominationus

    [audioFile] => https://megaphone-prod.s3.amazonaws.com/podcasts/8fadbc30-beed-11eb-8066-139d6b5e6d0f/episodes/933f5c50-5790-11ec-91e0-4f70cecf3dd2/stripped_262e6694807aad0e54ee103cdefd4b6d.mp3 [downloadUrl] => https://traffic.megaphone.fm/CSN9665115220.mp3 [size] => 11868891 [duration] => 847.78 [uid] => CSN9665115220 [originalUrl] => [bitrate] => 112 [samplerate] => 44100 [channelMode] => stereo [vbr] => [audioFileProcessing] => [podcastId] => 8fadbc30-beed-11eb-8066-139d6b5e6d0f [preCount] => 0 [postCount] => 0 [insertionPoints] => Array ( ) [id3File] => https://megaphone-prod.s3.amazonaws.com/podcasts/8fadbc30-beed-11eb-8066-139d6b5e6d0f/episodes/933f5c50-5790-11ec-91e0-4f70cecf3dd2/id3/2f956fa5bb66f319a47b528e602bdf68.mp3 [id3FileProcessing] => [id3FileSize] => 56705 [parentId] => [guid] => [pubdateTimezone] => Eastern Time (US & Canada) [originalFilename] => Ep 26 Seth Green_audio.mp3 [preOffset] => 0.0 [postOffset] => 0.0 [spotifyIdentifier] => [expectedAdhash] => [audioFileUpdatedAt] => 2022-02-08T14:12:42.565-07:00 [draft] => [externalId] => [cleanTitle] => Who is Your Ideal Advisor? [customFields] => [podcastTitle] => Registered Investment Advisor Podcast [networkId] => 350149ba-8137-11e8-b024-4351158a124b [podcastAuthor] => Seth Greene [podcastItunesCategories] => Array ( [0] => Marketing ) [advertisingTags] => Array ( ) [mainFeed] => 1 [adFree] => [audioFileStatus] => success [status] => published )
  • Seth Greene The Insurance Marketing Organization Podcast with Seth Greene Episode...
  • Array ( [id] => c6cd06e8-5151-11ec-9417-07cfcd939d3e [createdAt] => 2021-11-29T13:20:21.004-07:00 [updatedAt] => 2022-07-08T14:20:25.914-07:00 [title] => Ep 25: An IMO Final Expense Program That Works! [pubdate] => 2021-11-30T22:00:00.000-07:00 [link] => https://x-telecom.biz/ [author] => Seth Greene [imageFile] => https://megaphone.imgix.net/podcasts/c6cd06e8-5151-11ec-9417-07cfcd939d3e/image/The_IMO_Podcast_Guest_Cover_Art_EPI_025_Lauro_Herrera.jpg?ixlib=rails-2.1.2 [explicit] => [episodeType] => full [seasonNumber] => 1 [episodeNumber] => 25 [subtitle] => with Lauro Herrera [summary] =>

    Lauro Herrera

     

    The Insurance Marketing Organization Podcast with Seth Greene Episode 025: An IMO Final Expense Program That Works!

    Lauro is the regional vice president of Quility Insurance Inc.; final expense marketing is his “magnificent obsession.”

     

    Listen to this insightful episode with Lauro about the final expense marketing approach that any IMO could benefit from:


    Here is what to expect on this week’s show:

    • How Lauro went from working a collection of odd jobs to becoming regional VP of Quility
    • What Lauro thinks are the benefits and drawbacks of different methods of insurance marketing
    • A look inside the sales process that Quility brings to IMOs, and what makes it such an effective business model
    • How Quility is planning on staying ahead of constantly changing technological trends

     

    Connect with Lauro:

    Guest Contact Info:

    Website: https://x-telecom.biz/

    YouTube: https://www.youtube.com/channel/UCr7oDsa_aGNPiMVN8BNdrBw

    Linkedin: https://www.linkedin.com/in/lauro-herrera-9607b747/

    Instagram: https://www.instagram.com/1977herrera/

     

     


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  • Lauro Herrera The Insurance Marketing Organization Podcast with Seth Greene Episode...
  • Array ( [id] => e97931f8-4bd9-11ec-bba8-ffbb5b9fedab [createdAt] => 2021-11-22T14:19:43.754-07:00 [updatedAt] => 2022-07-08T14:20:32.049-07:00 [title] => Ep 24: A CEO only does 3 things [pubdate] => 2021-11-23T22:00:00.000-07:00 [link] => https://trey-taylor.com/ [author] => Seth Greene [imageFile] => https://megaphone.imgix.net/podcasts/e97931f8-4bd9-11ec-bba8-ffbb5b9fedab/image/The_IMO_Podcast_Guest_Cover_Art_EPI_024_Trey_Taylor.jpg?ixlib=rails-2.1.2 [explicit] => [episodeType] => full [seasonNumber] => 1 [episodeNumber] => 24 [subtitle] => with Trey Taylor [summary] =>

    Trey Taylor

     

    The Insurance Marketing Organization Podcast with Seth Greene Episode 024: A CEO Does 3 Things

    Trey Taylor is CEO of Taylor Insurance Services & Managing Director of Trinity | Blue. His experience derives from fields as diverse as technology, venture capital, & commercial real estate. As a keynote speaker, he has addressed attendees at the Human Capital Institute, & the Ascend Conference. He holds a Bachelor’s degree in History from Emory University, & a Juris Doctor degree in Tax & Corporate Transactions from Tulane. He recently published his first book: A CEO Only Does 3 Things. Trey & his wife Sheya are the proud parents of Roy Edward Taylor IV (Ret), & Emmaline .

     

    Listen to this insightful episode with Trey, full of valuable tips about how to manage responsibilities as a CEO:


    Here is what to expect on this week’s show:

    • How Trey accounts for three generations of success in insurance
    • How Trey and Taylor Insurance bounced back from unexpected tragedy to reach new heights
    • What Trey thinks the biggest challenges a CEO in the insurance field faces
    • The three things that CEOs do, according to Trey’s book and experience

     

    Connect with Trey:

    Guest Contact Info:

    Website: https://trey-taylor.com/

    Linkedin: https://www.linkedin.com/in/treytaylor/

    Facebook: https://www.facebook.com/CEOTreyTaylor

    Twitter: https://twitter.com/TreyTaylorCEO

    Instagram: https://www.instagram.com/ceotreytaylor/

     

     

     

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  • Trey Taylor The Insurance Marketing Organization Podcast with Seth Greene Episode...
  • Array ( [id] => 04a8ebae-4657-11ec-aa6b-1f39797f9d92 [createdAt] => 2021-11-15T14:00:09.475-07:00 [updatedAt] => 2022-07-08T14:19:36.399-07:00 [title] => Ep 23: Automating Your Income [pubdate] => 2021-11-16T22:00:00.000-07:00 [link] => [author] => Seth Greene [imageFile] => https://megaphone.imgix.net/podcasts/04a8ebae-4657-11ec-aa6b-1f39797f9d92/image/The_IMO_Podcast_Guest_Cover_Art_EPI_023_Mark_Quann.jpg?ixlib=rails-2.1.2 [explicit] => [episodeType] => full [seasonNumber] => 1 [episodeNumber] => 23 [subtitle] => with Mark Quann [summary] =>

    Mark Quann

     

    The Insurance Marketing Organization Podcast with Seth Greene Episode 023: Automating Your Income

    Mark is the founder of the Remii Group. After working as a Registered Representative and Investment Advisor Representative (IAR) for over a decade, he realized that the advice given by the vast majority of “financial advisors” and many CPAs was not the best advice for those intending to build large amounts of WEALTH. REMii Group was founded to deliver the most effective strategies for cost-reduction, asset protection and tax-reduction to the many business owners that have been underserved and only given access to “average” financial strategies and products.

     

    Listen to this insightful episode with Mark, full of valuable tips about finance and ethical business:


    Here is what to expect on this week’s show:

    • How REMii was born out of Mark’s frustration with the financial services industry
    • What “ethical capitalism” means to Mark
    • How REMii automates their clients’ incomes
    • Wisdom from Mark’s book

     

    Connect with Mark:

    Guest Contact Info:

    Instagram: https://www.instagram.com/remiigroup/

    Linkedin: https://www.linkedin.com/company/remiigroup

    Facebook: https://www.facebook.com/profile.php?id=2069929869779714

    Twitter: https://twitter.com/REMiiGroup

     

     

     

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  • Mark Quann The Insurance Marketing Organization Podcast with Seth Greene Episode...
  • Array ( [id] => 46264000-40bb-11ec-a4f1-8350ff12f6da [createdAt] => 2021-11-08T10:42:42.047-07:00 [updatedAt] => 2022-07-08T14:19:49.294-07:00 [title] => Ep 22: Servant Leadership [pubdate] => 2021-11-09T22:00:00.000-07:00 [link] => [author] => Seth Greene [imageFile] => https://megaphone.imgix.net/podcasts/46264000-40bb-11ec-a4f1-8350ff12f6da/image/The_IMO_Podcast_Guest_Cover_Art_EPI_022_Tim_Price__1_.jpg?ixlib=rails-2.1.2 [explicit] => [episodeType] => full [seasonNumber] => 1 [episodeNumber] => 22 [subtitle] => Tim Price [summary] =>

    Tim Price

     

    The Insurance Marketing Organization Podcast with Seth Greene Episode 022: Servant Leadership

    Tim has been in the Insurance and finance industry for over 20 years, he served on the National Training committee for GE and Divisional Development Director for Combined Ins. Tim has been a part of developing and creating multiple sales systems. Tim has trained and mentored hundreds of leaders and agents in the industry. He is a Certified John Maxwell coach, trainer, and speaker. He lives his life to see others be successful, meeting not only their performance goals, but also their Growth goals.

     

    Listen to this insightful episode with Tim, full of valuable tips straight from the John Maxwell playbook:


    Here is what to expect on this week’s show:

    • How Tim got his start with John Maxwell, and how he uses their philosophies to help others develop professionally
    • What financial services Tim still provides
    • Ways to avoid living outside your earnings, and common mistakes Tim sees among his clients
    • The best advice Tim ever received

     

    Connect with Tim:

    Guest Contact Info:

    Email: timprice@pricelessleader.com

    Linkedin: https://www.linkedin.com/in/tim-price-0931a24

     

     

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  • Tim Price The Insurance Marketing Organization Podcast with Seth Greene Episode...
  • Array ( [id] => be32db68-3b7e-11ec-b458-b311d4e8cc18 [createdAt] => 2021-11-01T18:46:48.361-07:00 [updatedAt] => 2022-07-08T14:20:19.011-07:00 [title] => Ep 21: Clarity Insurance Marketing [pubdate] => 2021-11-02T21:00:00.000-07:00 [link] => [author] => Seth Greene [imageFile] => https://megaphone.imgix.net/podcasts/be32db68-3b7e-11ec-b458-b311d4e8cc18/image/The_IMO_Podcast_Guest_Cover_Art_EPI_021_Brian_Mann_copy.jpg?ixlib=rails-2.1.2 [explicit] => [episodeType] => full [seasonNumber] => 1 [episodeNumber] => 21 [subtitle] => with Brian Mann [summary] =>

    Brian Mann

     

    The Insurance Marketing Organization Podcast with Seth Greene Episode 021: Clarity Insurance Marketing

     Brian D. Mann is the President of Clarity Insurance Marketing as well as the Chief Distribution Officer of C2P Enterprises. He is also CEO and Managing Partner of Elite Advisory Group, his own independent retirement planning and wealth management firm. In his early 20’s, Brian founded an IMO and proceeded to build the company into a national insurance industry leader. Brian utilizes this hands-on experience and industry success to partner with the best advisors in the country, in order to grow their businesses and achieve sustainable success.

     

    Listen to this insightful episode with Brian, full of valuable tips on how to grow an IMO like he did:

    Here is what to expect on this week’s show:

    •     How Brian got his start in the world of IMOs, and how Clarity is staying a cut above the competition

    •     Why a holistic approach is the best one an IMO can offer

    •     Areas of the insurance marketing industry that Brian thinks need simplification

    •     What Brian likes most about his job

     

    Connect with Brian:

    Guest Contact Info:

    Website: https://c2penterprises.com/clarity-insurance-marketing-organization/

    Facebook: https://www.facebook.com/ClarityIMO/

    Linkedin: https://www.linkedin.com/in/briandavidmann

    Twitter: https://twitter.com/clarityimo

     

     

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  • Brian Mann The Insurance Marketing Organization Podcast with Seth Greene Episode...
  • Array ( [id] => 4ad7ec12-3296-11ec-b580-f70c27187a2a [createdAt] => 2021-10-21T10:42:42.273-07:00 [updatedAt] => 2022-07-08T14:19:50.757-07:00 [title] => Ep 20: The Customer's Experience Defines the Brand [pubdate] => 2021-10-26T21:00:00.000-07:00 [link] => https://tmd.ca/ [author] => Seth Greene [imageFile] => https://megaphone.imgix.net/podcasts/4ad7ec12-3296-11ec-b580-f70c27187a2a/image/The_IMO_Podcast_Guest_Cover_Art_EPI_020_Dave_Cliche.jpg?ixlib=rails-2.1.2 [explicit] => [episodeType] => full [seasonNumber] => 1 [episodeNumber] => 20 [subtitle] => Dave Cliche [summary] =>

    Dave Cliche

     

    The Insurance Marketing Organization Podcastwith Seth GreeneEpisode020: The Customer’s Experience Defines the Brand

    TMD’s President and CEO Dave Cliche has extensive experience leading global marketing and business initiatives across multiple segments, specifically in the insurance industry. 

    Having insurance industry insight and experience from both a global marketing perspective, with an emphasis on the customer experience (CX) and digital, as well as business leadership experience for a national business unit positions Dave to uniquely provide constructive, insightful and industry relevant advice and counsel.

    Listen to this insightfulepisode with Dave, full of valuable financial tips:

    Here is what to expect on this week’s show:

    • How inspiration from Dave’s 6-year-old son inspired him to make a drastic career change
    • How TMD differentiates themselves from other IMOs
    • The biggest mistakes that Dave sees brands making when they come to TMD for help
    • Challenges that TMD is facing now
    • What Dave likes best about his job

     

    Connect withDave:

    Guest Contact Info:

    Website: https://tmd.ca/

    Podcast: https://tmd.ca/what-we-think

    Facebook: https://www.facebook.com/TMDca/

    Instagram: https://www.instagram.com/tmdca/

    Linkedin: https://www.linkedin.com/company/themarketingdepartment/

    Twitter:https://twitter.com/tmdca?lang=en

     

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  • Dave Cliche The Insurance Marketing Organization Podcastwith Seth GreeneEpisode020: The Customer’s...
  • Array ( [id] => 7e3cc9f8-2c4a-11ec-b86d-177ffa5450c2 [createdAt] => 2021-10-13T10:24:59.760-07:00 [updatedAt] => 2022-07-08T14:20:06.880-07:00 [title] => Ep 19: Advice Only [pubdate] => 2021-10-19T21:00:00.000-07:00 [link] => https://springplans.ca/ [author] => Seth Greene [imageFile] => https://megaphone.imgix.net/podcasts/7e3cc9f8-2c4a-11ec-b86d-177ffa5450c2/image/The_IMO_Podcast_Guest_Cover_Art_EPI_019_Julia_Chung.jpg?ixlib=rails-2.1.2 [explicit] => [episodeType] => full [seasonNumber] => 1 [episodeNumber] => 19 [subtitle] => Julia Chung [summary] =>

    Julia Chung

     

    The Insurance Marketing Organization Podcast with Seth GreeneEpisode019: Advice Only

    In 1997, Julia got her first taste of the financial services world – and loved it. She took her career through multiple investment firms and credit unions, trying nearly every role she could find and taking advantage of all the education available. In 2011, she left traditional financial services to form a fee-for-service financial planning firm in partnership with an accounting firm in order to serve more people in a conflict-free environment. Just a few years later, she took JYC Financial entirely independent, and a few years after that… merged with Spring Personal Finance to become Spring Financial Planning. Julia is also co-founder of Admin Slayer Services, and a charter member of Lead Family Enterprise Advisors.

     

    Listen to this insightful episode with Julia, full of valuable advice (only!):

    Here is what to expect on this week’s show:

    • How Julia got her start in finance
    • How Julia’s role as an “advice only” financial advisor like quarterbacking a football team
    • Who Julia’s ideal client is, and how she finds them
    • Challenges that Spring Planning and firms like it often face, and mistakes that they often help their clients avoid
    • The best advice Julia ever received

     

    Connect with Julia:

    Guest Contact Info:

    Website: https://springplans.ca/

    Website: https://www.adminslayer.com/

    Website: https://www.adviceonlyplanners.ca/

    Facebook: https://www.facebook.com/springplans/

    Linkedin: https://www.linkedin.com/in/juliaychung/?originalSubdomain=ca

    Twitter: https://twitter.com/juliachungfp

     

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  • Julia Chung The Insurance Marketing Organization Podcast with Seth GreeneEpisode019: Advice...
  • Array ( [id] => 218f18ee-1ec8-11ec-b23c-5fb74e0f399b [createdAt] => 2021-09-26T05:49:04.591-07:00 [updatedAt] => 2022-07-08T14:19:42.808-07:00 [title] => Ep. 18 Final Expense Direct [pubdate] => 2021-10-12T21:00:00.000-07:00 [link] => https://finalexpensedirect.com/ [author] => Seth Greene [imageFile] => https://megaphone.imgix.net/podcasts/218f18ee-1ec8-11ec-b23c-5fb74e0f399b/image/The_IMO_Podcast_Guest_Cover_Art_EPI_018_Kim_Wilhelm.jpg?ixlib=rails-2.1.2 [explicit] => [episodeType] => full [seasonNumber] => 1 [episodeNumber] => 18 [subtitle] => With Kim Wilhelm [summary] =>

    Kim Wilhelm

     

    The Insurance Marketing Organization Podcastwith Seth GreeneEpisode018: Final Expense Direct

    Kim Wilhelm is the CEO of Final Expense Direct. Final Expense Direct offers whole life insurance coverage to prevent leaving your family with financial burdens after you’re gone, and is based in Houston, TX.

     

    Listen to this insightfulepisode with Kim, full of valuable tips of financial and physical health:

    Here is what to expect on this week’s show:

    • How Kim got started in the final expense business, and how he transitioned from being an individual producer to someone who provides for producers
    • How to turn a marginal lead into a good lead
    • Inside Final Expense Direct’s robust sales training program
    • The best advice Kim ever received

     

    Connect withKim:

    Guest Contact Info:

    Website: https://finalexpensedirect.com/

    Facebook: https://www.facebook.com/FinalExpenseDirect/

    Linkedin: https://www.linkedin.com/in/kim-wilhelm-98879215b

    Recruitment Videos: https://www.facebook.com/FEDAgentOpportunities/

     

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  • Kim Wilhelm The Insurance Marketing Organization Podcastwith Seth GreeneEpisode018: Final Expense...
  • Array ( [id] => f3dda7c4-126c-11ec-aebd-1f2a4f931319 [createdAt] => 2021-09-10T12:26:09.773-07:00 [updatedAt] => 2022-07-08T14:20:34.560-07:00 [title] => Ep 17 Creating Incredible Client Experiences [pubdate] => 2021-10-05T21:00:00.000-07:00 [link] => https://www.moseleywilliams.com/ [author] => Seth Greene [imageFile] => https://megaphone.imgix.net/podcasts/f3dda7c4-126c-11ec-aebd-1f2a4f931319/image/The_IMO_Podcast_Guest_Cover_Art_EPI_017_Dennis_Moseley_Williams.jpg?ixlib=rails-2.1.2 [explicit] => [episodeType] => full [seasonNumber] => 1 [episodeNumber] => 17 [subtitle] => Dennis Moseley Williams [summary] =>

    Dennis Moseley Williams

     

    The Insurance Marketing Organization Podcastwith Seth GreeneEpisode016: Dennis Moseley Williams

    Today’s guest, Dennis Moseley-Williams, is one of only two certified Experience Economy experts working in the financial services industry globally. The other is his business partner, Tom Frisby.

    Dennis is the founder of DMW Strategic Consulting. He started the Serious Shift movement for those of us who are determined to make meaningful, positive and lasting change in our life and business.

    Dennis’s company works with entrepreneurs and business owners around the world who are looking to make their life and business a better place.

     

    Listen to this insightfulepisode with Dennis, full of valuable tips of financial and physical health:


    Here is what to expect on this week’s show:

    • The lucky break that allowed Dennis to professionally grow into and capitalize on his unique skill set and interpersonal skills
    • What it means to be one of the world’s two experience economy experts
    • Why financial advisors are at risk of becoming irrelevant, and how they might avoid that
    • Dennis’ “Five E’s” of creating unforgettable client relationships

     

    Connect withDennis:

    Guest Contact Info:

    Website: https://www.moseleywilliams.com/

    Linkedin: https://www.linkedin.com/in/dennis-moseley-williams/?originalSubdomain=ca

    Podcast: https://www.seriousshift.com/

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  • Dennis Moseley Williams The Insurance Marketing Organization Podcastwith Seth GreeneEpisode016: Dennis...
  • Array ( [id] => fbdff928-11a8-11ec-a2fd-c3e982e1712d [createdAt] => 2021-09-09T13:03:21.852-07:00 [updatedAt] => 2022-07-08T14:20:35.411-07:00 [title] => Ep 16 Grow Wellthy [pubdate] => 2021-09-28T21:00:00.000-07:00 [link] => https://www.growwellthy.com/stevyn.html [author] => Seth Greene [imageFile] => https://megaphone.imgix.net/podcasts/fbdff928-11a8-11ec-a2fd-c3e982e1712d/image/The_IMO_Podcast_Guest_Cover_Art_EPI_016_Stevyn_Guinnip.jpg?ixlib=rails-2.1.2 [explicit] => [episodeType] => full [seasonNumber] => 1 [episodeNumber] => 16 [subtitle] => Stevyn Guinnip [summary] =>

    StevynGuinnip

     

    The Insurance Marketing Organization Podcastwith Seth GreeneEpisode016: StevynGuinnip

    Stevyn is an exercise physiologist and certified wellness coach, as well as the daughter of a successful financial advisor.She is the Founder & CEO of Grow Wellthy™, where she helps financial professionals treat their health like a valuable asset so they can live well and retire 'wellthy.'

    Listen to this insightfulepisode with Stevyn, full of valuable tips of financial and physical health:

    Here is what to expect on this week’s show:

    • How Stevyn went from being a successful financial advisor’s daughter to an exercise physiologist to the founder of Grow Wellthy
    • Ways in which health management and wealth management are similar, and inform one another
    • The psychological factors behind focusing on financial and physical health
    • How Stevyn’s program has gained so much traction

     

    Connect with Stevyn:

    Guest Contact Info:

    Website: https://www.growwellthy.com/stevyn.html

    Linkedin: https://www.linkedin.com/in/stevyn-guinnip/

     

     

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  • StevynGuinnip The Insurance Marketing Organization Podcastwith Seth GreeneEpisode016: StevynGuinnipStevyn is an...
  • Array ( [id] => 50916f2c-09c7-11ec-8c6a-2309f051813c [createdAt] => 2021-08-30T12:20:19.604-07:00 [updatedAt] => 2022-07-08T14:19:53.016-07:00 [title] => Ep 15 Insurance PPL [pubdate] => 2021-09-21T21:00:00.000-07:00 [link] => https://www.insuranceppl.com/ [author] => Seth Greene [imageFile] => https://megaphone.imgix.net/podcasts/50916f2c-09c7-11ec-8c6a-2309f051813c/image/The_IMO_Podcast_Guest_Cover_Art_EPI_015_Alexandra_Eidenberg.jpg?ixlib=rails-2.1.2 [explicit] => [episodeType] => full [seasonNumber] => 1 [episodeNumber] => 15 [subtitle] => Alexandra Eidenberg [summary] =>

    Alexandra Eidenberg

     

    The Insurance Marketing Organization Podcastwith Seth GreeneEpisode015 Alexandra Eidenberg

    Alexandra is the Founder and President of The Insurance People, and most folks call her the “Insurance Mom!”Her agency offers all kinds of insurance, andherspecialty is health insurance. With the Insurance People, she coordinates individual health insurance and employee benefits for small businesses. She spendsher days helping everyday people and businesses access the benefits they deserve.She is very passionate about community; she founded WE WILL in 2013 to help women and children get involved in their communities and pass legislation.

    Listen to this insightfulepisode with Alexandra, full of valuable financial tips:

    Here is what to expect on this week’s show:

    ·        Misconceptions about the Affordable Care Act

    ●    How Alexandra uses social media to help as many people get health insurance coverage as possible

    ●    Why an insurance provider and a preschool teacher have similar skill sets

    ●    How Alexandra and her team use compassion and community to propel their visions forward

     

    Connect with Alexandra:

    Guest Contact Info:

    Website: https://www.insuranceppl.com/

    Twitter: https://twitter.com/aceidenberg?lang=en

    Linkedin: https://www.linkedin.com/in/alexandraeidenberg/

    Facebook: https://www.facebook.com/alexandra.eidenberg/

     

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  • Alexandra Eidenberg The Insurance Marketing Organization Podcastwith Seth GreeneEpisode015 Alexandra EidenbergAlexandra...
  • Array ( [id] => 505509a2-0444-11ec-afc1-3f3552fe0155 [createdAt] => 2021-08-23T11:59:59.319-07:00 [updatedAt] => 2022-07-08T14:19:51.529-07:00 [title] => Ep 14 Wealth Without Wall Street [pubdate] => 2021-09-14T21:00:00.000-07:00 [link] => https://www.wealthwithoutwallstreet.com/ [author] => Seth Greene [imageFile] => https://megaphone.imgix.net/podcasts/505509a2-0444-11ec-afc1-3f3552fe0155/image/The_IMO_Podcast_Guest_Cover_Art_EPI_014_Joey_Mure_and_Russ_Morgan.jpg?ixlib=rails-2.1.2 [explicit] => [episodeType] => full [seasonNumber] => 1 [episodeNumber] => 14 [subtitle] => Joey Mure and Russ Morgan [summary] =>

    Joey Mure and Russ Morgan

     

    The Insurance Marketing Organization Podcastwith Seth GreeneEpisode014 Joey Mure and Russ Morgan

    Joey and Russ are the founders of Wealth Without Wall Street, and cohosts of the corresponding podcast. Wealth Without Wall Street is an online community that seeks to re-educate business owners & families how money truly works. Their goal is to teach people how to enhance savings, increase cash flow and create passive income all without the help of Wall Street. They believe that the secret to doing this is having your money work for you, not someone else.Listen to this insightfulepisode with Joey and Russ, full of valuable financial tips:


    Here is what to expect on this week’s show:

    • How having a business is like having a child
    • How having control over your finances can be more liberating than retirement
    • Why Joey and Russ believe there are no good or bad investments- just good or bad investors
    • The Wealth Without Wall Street 3 steps to financial freedom

     

    Connect withJoey and Russ:

    Guest Contact Info:

    Website: https://www.wealthwithoutwallstreet.com/

    Twitter: https://twitter.com/withoutwallst

    Linkedin: https://www.linkedin.com/company/wealth-without-wall-street/

    Podcast: https://podcasts.apple.com/us/podcast/the-wealth-without-wall-street-podcast/id1282660297

    Facebook: https://www.facebook.com/wealthwithoutwallstreet/

    Instagram: https://www.instagram.com/wealthwithoutwallst/?hl=en

     

     

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  • Joey Mure and Russ Morgan The Insurance Marketing Organization Podcastwith Seth...
  • Array ( [id] => 8d494de8-fede-11eb-b078-b7e83a47c77d [createdAt] => 2021-08-16T15:08:57.114-07:00 [updatedAt] => 2022-07-08T14:20:09.584-07:00 [title] => Ep13 1.3 Billion in ETFs [pubdate] => 2021-09-07T21:00:00.000-07:00 [link] => http://www.efficient-portfolios.com/ [author] => Seth Greene [imageFile] => https://megaphone.imgix.net/podcasts/8d494de8-fede-11eb-b078-b7e83a47c77d/image/The_IMO_Podcast_Guest_Cover_Art_EPI_013_Herb_Morgan.jpg?ixlib=rails-2.1.2 [explicit] => [episodeType] => full [seasonNumber] => 1 [episodeNumber] => 13 [subtitle] => Herb Morgan [summary] =>

    Herb Morgan

     

    The Insurance Marketing Organization Podcastwith Seth GreeneEpisode013 Herb Morgan

    Herb Morgan is the Sr. Managing Director and Chief Investment Officer of Efficient Market Advisors, (EMA). One of the financial industry’s recognized experts in the area of exchange-traded funds (ETFs), he is the creator of the Efficient Market Advisors Managed ETF Account, a unique low-cost, tax-efficient investment account that utilizes ETFs.


    Listen to this insightfulepisode with Tom, full of valuable financial tips:


    Here is what to expect on this week’s show:

    • How Herb has seen the industry change over the years, and where he thinks it will go next
    • Why resisting changes in the market like cryptocurrency is unwise
    • Why you should start preparing against inflation now
    • Herb’s takes on foreign economic policy

     

    Connect withHerb:

    Guest Contact Info:

    Website: http://www.efficient-portfolios.com/

    Twitter: https://twitter.com/etf_strategist?lang=en

    Linkedin: https://www.linkedin.com/in/herbmorgan/

    Podcast: https://podcasts.apple.com/us/podcast/slaying-bulls-bears-with-herb-w-morgan/id1558486419


    [audioFile] => https://megaphone-prod.s3.amazonaws.com/podcasts/8fadbc30-beed-11eb-8066-139d6b5e6d0f/episodes/8d494de8-fede-11eb-b078-b7e83a47c77d/stripped_9056392a0fc93e2648d3d1b2fc9362ec.mp3 [downloadUrl] => https://traffic.megaphone.fm/CSN4709420242.mp3 [size] => 19091121 [duration] => 1193.2 [uid] => CSN4709420242 [originalUrl] => [bitrate] => 128 [samplerate] => 44100 [channelMode] => stereo [vbr] => [audioFileProcessing] => [podcastId] => 8fadbc30-beed-11eb-8066-139d6b5e6d0f [preCount] => 0 [postCount] => 0 [insertionPoints] => Array ( ) [id3File] => https://megaphone-prod.s3.amazonaws.com/podcasts/8fadbc30-beed-11eb-8066-139d6b5e6d0f/episodes/8d494de8-fede-11eb-b078-b7e83a47c77d/id3/70008d5cc1c8cae01413d0c34f6427dd.mp3 [id3FileProcessing] => [id3FileSize] => 55707 [parentId] => [guid] => [pubdateTimezone] => Eastern Time (US & Canada) [originalFilename] => Mp3 - Ep 013 Herb Morgan.mp3 [preOffset] => 0.0 [postOffset] => 0.0 [spotifyIdentifier] => [expectedAdhash] => [audioFileUpdatedAt] => 2022-02-08T14:17:19.155-07:00 [draft] => [externalId] => [cleanTitle] => 1.3 Billion in ETFs [customFields] => [podcastTitle] => Registered Investment Advisor Podcast [networkId] => 350149ba-8137-11e8-b024-4351158a124b [podcastAuthor] => Seth Greene [podcastItunesCategories] => Array ( [0] => Marketing ) [advertisingTags] => Array ( ) [mainFeed] => 1 [adFree] => [audioFileStatus] => success [status] => published )
  • Herb Morgan The Insurance Marketing Organization Podcastwith Seth GreeneEpisode013 Herb MorganHerb...
  • Array ( [id] => 2bf26cde-fbb7-11eb-9064-2f231df42d22 [createdAt] => 2021-08-12T14:49:29.942-07:00 [updatedAt] => 2022-07-08T14:19:43.791-07:00 [title] => Ep 12 Don't Worry, Retire Happy [pubdate] => 2021-08-31T21:00:00.000-07:00 [link] => https://www.linkedin.com/company/one-inc/ [author] => Seth Greene [imageFile] => https://megaphone.imgix.net/podcasts/2bf26cde-fbb7-11eb-9064-2f231df42d22/image/The_IMO_Podcast_Guest_Cover_Art_EPI_012_Tom_Hegna.jpg?ixlib=rails-2.1.2 [explicit] => [episodeType] => full [seasonNumber] => 1 [episodeNumber] => 12 [subtitle] => Tom Hegna [summary] =>

    Tom Hegna

     

    – The Insurance Marketing Organization Podcastwith Seth GreeneEpisode012Tom Hegna

    Tom Hegna is an economist, author, and retirement expert. He has been an incredibly popular industry speaker for many years and is considered by many to be THE Retirement Income Expert!

    As a former First Vice President at New York Life, retired Lieutenant Colonel, and economist, Tom has delivered over 5,000 seminars on his signature "Paychecks and Playchecks" retirement approach, helping Baby Boomers and seniors retire the "optimal" way. He has condensed a large chunk of his considerable knowledge into 5 books.

    Tom specializes in creating simple and powerful retirement solutions. He has the unique ability to pump up a crowd, make people laugh and solve complex financial problems using easy-to-understand words, ideas and stories. He’s been featured in Business, Forbes, Money Rates, and many other leading publications. He is available to speak with businesses, government organizations, professional associations, financial professionals and their clients across the globe.

     

    Listen to this insightfulepisode with Tom, full of valuable financial tips:

    Here is what to expect on this week’s show:

    • How the pandemic changed the insurance landscape
    • Why you need to invest against inflation
    • Inside Tom’s “paychecks VS playchecks” approach
    • Why life insurance is the best gift to pass on to your kids

     

    Connect withTom:

    Guest Contact Info:

    Website:

    Twitter: https://twitter.com/oneincsystems

    Facebook: https://www.facebook.com/oneincsystems/

    Linkedin: https://www.linkedin.com/company/one-inc/

     

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  • Tom Hegna – The Insurance Marketing Organization Podcastwith Seth GreeneEpisode012Tom HegnaTom...
  • Array ( [id] => f9cbdb76-f6e5-11eb-b69c-abaed5034620 [createdAt] => 2021-08-06T11:41:56.333-07:00 [updatedAt] => 2022-02-08T13:48:36.030-07:00 [title] => Ep 11 Revolutionizing Insurance Payments [pubdate] => 2021-08-24T21:00:00.000-07:00 [link] => https://www.oneinc.com/ [author] => Seth Greene [imageFile] => https://megaphone.imgix.net/podcasts/f9cbdb76-f6e5-11eb-b69c-abaed5034620/image/The_IMO_Podcast_Guest_Cover_Art_EPI_011_Chris_Ewing.jpg?ixlib=rails-2.1.2 [explicit] => [episodeType] => full [seasonNumber] => 1 [episodeNumber] => 11 [subtitle] => Chris Ewing [summary] =>

    Chris Ewing

     

    – The Insurance Marketing Organization Podcastwith Seth GreeneEpisode011Chris Ewing

    Leveraging previous roles, including as a CEO, founder of several successful companies, and a securities attorney, Chris began his insurance industry career in 2003 as the President and CEO of Keenan Holdings.

     

    He also served as the CTO and General Counsel of Cost-U-Less Insurance Center, growing the company from 32 locations to more than 100. After increasing the written premium to over $500M, he spearheaded the sale of the company. Chris was the Co-Founder, President, and CEO of Stonewood Insurance Services and drove written premium per employee to $2M before orchestrating the company's sale. He was also Co-Founder and CTO of ClearSide General Insurance Services and Co-Founder, General Counsel, and Executive VP of GreenPath Insurance Company.

     

    Based on these experiences, Chris founded One Inc with a goal of helping other insurance companies grow their business by transforming the way they interact with their customers.

     

    Chris received his Bachelor's degree in Business Administration from the University of California, Riverside, and his Juris Doctor from University of the Pacific McGeorge School of Law.

     

    Listen to this insightfulepisode with Chris, full of valuable financial tips:


    Here is what to expect on this week’s show:

    • How One Inc capitalized on a unique niche to succeed
    • Staying on top of trends in the FinTech revolution
    • How customer service is becoming automatized
    • The importance of partnerships between software developers and insurance companies in the digital age

     

    Connect withChris:

    Guest Contact Info:

    Website: https://www.oneinc.com/

    Twitter: https://twitter.com/oneincsystems

    Facebook: https://www.facebook.com/oneincsystems/

    Linkedin: https://www.linkedin.com/company/one-inc/

     

     


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  • Chris Ewing – The Insurance Marketing Organization Podcastwith Seth GreeneEpisode011Chris EwingLeveraging...
  • Array ( [id] => 460f4df0-f6dd-11eb-b36a-2bf23c169939 [createdAt] => 2021-08-06T10:39:38.812-07:00 [updatedAt] => 2022-02-08T13:47:17.669-07:00 [title] => Ep 10 Machine Learning and Natural Language Understanding [pubdate] => 2021-08-17T21:00:00.000-07:00 [link] => https://www.cortical.io/ [author] => Seth Greene [imageFile] => https://megaphone.imgix.net/podcasts/460f4df0-f6dd-11eb-b36a-2bf23c169939/image/The_IMO_Podcast_Guest_Cover_Art_EPI_010_Steve_Levine.jpg?ixlib=rails-2.1.2 [explicit] => [episodeType] => full [seasonNumber] => 1 [episodeNumber] => 10 [subtitle] => Steve Levine [summary] =>

    Steven Levine

     

    – The Insurance Marketing Organization Podcastwith Seth GreeneEpisode010Steven Levine

    Steve brings extensive marketing and sales experience to his role. Most recently, he led marketing for Civic Connect, a GovTech startup. He has consulted for a number of cybersecurity companies including Flashpoint, RiskSense, Qualys & Panda Security. Previously, Steve was Chief Marketing Officer at publicly-traded Edgar-Online and financial services startup UB matrix. Steve has held VP of Marketing positions at Oracle, Cassatt, Ketera and Arcot. While at Oracle, he led Oracle’s first global e-commerce marketing campaign. Steve also brings a sales perspective having held business development and sales roles at Tektronix and ParcPlace Systems. Steve has a B.S. Computer Science from Southern Methodist University.


    Listen to this insightfulepisode with Steven, chock-full of valuable financial tips:


    Here is what to expect on this week’s show:

    • Ways the business world is looking to neuroscience for new, exciting technology
    • How the new technology can save time and money for businesses
    • How machine learning, AI, and big data have shaped the business landscape
    • The challenges that new tech faces to break into the mainstream

     

    Connect withSteven:

    Guest Contact Info:

    Website: https://www.cortical.io/

    Brighttalk: https://www.brighttalk.com/channel/18693/

    Twitter: https://twitter.com/cortical_io

    YouTube: https://www.youtube.com/user/ceptsystems

    Linkedin: https://www.linkedin.com/company/cortical-io/

     

     

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  • Steven Levine – The Insurance Marketing Organization Podcastwith Seth GreeneEpisode010Steven LevineSteve...
  • Array ( [id] => e2009a20-fc73-11eb-ace8-93818b165c62 [createdAt] => 2021-08-13T13:20:20.766-07:00 [updatedAt] => 2022-07-08T14:20:29.095-07:00 [title] => Ep 09 Differentiating your IMO [pubdate] => 2021-08-10T21:00:00.000-07:00 [link] => https://www.mandomarketing.com/ [author] => Seth Greene [imageFile] => https://megaphone.imgix.net/podcasts/e2009a20-fc73-11eb-ace8-93818b165c62/image/The_IMO_Podcast_Guest_Cover_Art_EPI_009_David_Wright.jpg?ixlib=rails-2.1.2 [explicit] => [episodeType] => full [seasonNumber] => 1 [episodeNumber] => 9 [subtitle] => David Wright [summary] =>

    David Wright

     

    – The Insurance Marketing Organization Podcastwith Seth GreeneEpisode009David Wright

    David Wright is a regular contributor to industry publications such as planadvisor, smartasset, Forbes, and many more. David is Executive Director of Practice Development at M&O Marketing, recruiting financial advisors and helping them reach new levels of success with their practice. David’s method combines creative marketing, branding and consultation in order to bring maximum value to the clients he serves. His emphasis on the human approach has him prioritizing the needs of everyone he works with, diligently ensuring that they feel supported in the growth of their business. David has been featured on The Annuity Show podcast and interviewed for a piece in The Thrive Global Community, sharing his unique finance insights and sales expertise with an online audience.


    Listen to this insightfulepisode with David, chock-full of valuable financial tips:


    Here is what to expect on this week’s show:

    • Common mistakes made by new financial advisors
    • Effective ways manage communication between attorneys and advisors
    • How to deal with changes in online ad regulations
    • What changes M&O made during COVID to be named the 2020 IMO of the Year

     

    Connect withDavid:

    Guest Contact Info:

    Website: https://www.mandomarketing.com/

    Twitter: https://twitter.com/mandomarketing

    Linkedin: https://www.linkedin.com/company/m&o-marketing/

     

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  • David Wright – The Insurance Marketing Organization Podcastwith Seth GreeneEpisode009David WrightDavid...
  • Array ( [id] => 9678965e-ef10-11eb-a3cf-83707eb49e34 [createdAt] => 2021-07-27T12:26:48.752-07:00 [updatedAt] => 2022-02-08T13:45:02.548-07:00 [title] => Ep 08 Wedging out Your Competition [pubdate] => 2021-08-03T21:00:00.000-07:00 [link] => https://thewedge.net/ [author] => Seth Greene [imageFile] => https://megaphone.imgix.net/podcasts/9678965e-ef10-11eb-a3cf-83707eb49e34/image/The_IMO_Podcast_Guest_Cover_Art_EPI_008_Randy_Schwantz.jpg?ixlib=rails-2.1.2 [explicit] => [episodeType] => full [seasonNumber] => 1 [episodeNumber] => 8 [subtitle] => Randy Schwants [summary] =>

    Randy Schwantz

     

    – The Insurance Marketing Organization Podcastwith Seth GreeneEpisode008 Randy Schwantz

    Randy Schwantz is the founder of The Wedge Group, a successful sales training company that has a proven system to launch insurance producers and agency owners on the path to success. He developed his own CRM platform, Bignition, after he saw the need in his clients for accessible online training and a more intuitive system to manage customer data.

     

    He has conducted thousands of sales meetings, one-on-one coaching sessions with producers, and has personally trained several thousand producers in the Wedge Sales Process. His vast experience has provided him with countless hours of face to face time with insurance producers and sales leaders. In addition to being a sales training guru with a passion for helping others, Randy is a husband and father to his wife of over 30 years, Lori, and their four daughters.


    Listen to this insightfulepisode with Randy, chock-full of valuable financial tips:


    Here is what to expect on this week’s show:

    • Methods used by successful sales training companies like the Wedge
    • Having a proactive and reactive mindset when solving problems
    • Why it may be helpful to visualize the management process as a bucket
    • Bits of wisdom from Randy’s upcoming and previous books

     

    Connect withRandy:

    Guest Contact Info:

    Website: https://thewedge.net/

    Twitter: https://twitter.com/the_wedge_group

    Linkedin: https://www.linkedin.com/in/randyschwantz/

     

     

     

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  • Randy Schwantz – The Insurance Marketing Organization Podcastwith Seth GreeneEpisode008 Randy...
  • Array ( [id] => e3f1b192-e59a-11eb-982d-6fc40eb8558f [createdAt] => 2021-07-15T11:31:37.655-07:00 [updatedAt] => 2022-02-08T13:46:07.930-07:00 [title] => Ep 07 Using PEO for Profits [pubdate] => 2021-07-27T21:00:00.000-07:00 [link] => https://www.dinsmoresteele.com/ [author] => Seth Greene [imageFile] => https://megaphone.imgix.net/podcasts/e3f1b192-e59a-11eb-982d-6fc40eb8558f/image/The_IMO_Podcast_Guest_Cover_Art_EPI_007_Rodney_Steele.jpg?ixlib=rails-2.1.2 [explicit] => [episodeType] => full [seasonNumber] => 1 [episodeNumber] => 7 [subtitle] => Rodney Steele [summary] =>

    Rodney Steele

     

    – The Insurance Marketing Organization Podcastwith Seth GreeneEpisode007 Rodney Steele

    Rodney Steele is the founder and CEO of Dinsmore Steele, which helps small businesses find the right Professional Employer Organization (PEO). He is a serial Entrepreneur that creates and builds companies that help challenge the status quo. He has extensive knowledge and expertise in helping small businesses compare, negotiate with, and choose the perfect PEO.


    Listen to this insightfulepisode with Rodney, chock-full of valuable financial tips:


    Here is what to expect on this week’s show:

    • What a Professional Employer Organization (PEO) is, and what they do
    • Why you should consider a PEO instead of a more traditional payroll provider
    • How firms like Dinsmore Steele have helped companies across the nation
    • Methods of marketing a PEO

     

    Connect withRodney:

    Guest Contact Info:

    Website: https://www.dinsmoresteele.com/

    Twitter: https://twitter.com/dinsmore_steele

    Linkedin: https://www.linkedin.com/in/rodneysteele/

     


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  • Rodney Steele – The Insurance Marketing Organization Podcastwith Seth GreeneEpisode007 Rodney...
  • Array ( [id] => a7c7b8e8-e599-11eb-be98-3bd3bce17c93 [createdAt] => 2021-07-15T11:22:47.217-07:00 [updatedAt] => 2022-02-08T13:37:21.155-07:00 [title] => Ep 06 Annuity Industry Trends [pubdate] => 2021-07-20T21:00:00.000-07:00 [link] => https://www.linkedin.com/in/philliproywasserman/ [author] => Seth Greene [imageFile] => https://megaphone.imgix.net/podcasts/a7c7b8e8-e599-11eb-be98-3bd3bce17c93/image/The_IMO_Podcast_Guest_Cover_Art_EPI_006_Phil_Wasserman.jpg?ixlib=rails-2.1.2 [explicit] => [episodeType] => full [seasonNumber] => 1 [episodeNumber] => 6 [subtitle] => Phil Wasserman [summary] =>

    Phil Wasserman

     

    – The Insurance Marketing Organization Podcastwith Seth GreeneEpisode006Phil Wasserman

    Phillip Wasserman is the leading expert on annuities and tax free wealth transfer strategies, in addition to being a sought after speaker on the subjects. He is the author of the book Outlasting The Storm, A Guide to Annuities and Safe Retirement Planning and the publisher of the book Two Sides to the Coin-a History of Gold.


    Phillip Wasserman is a former newspaper columnist on finances and considered a marketing expert. He is the founder of Wildman Marketing a specialty agency that helps advisors and other professionals expand their practices.


    Listen to this insightfulepisode with Phil, chock-full of valuable financial tips:


    Here is what to expect on this week’s show:

    • Why life insurance is booming right now
    • How changes in governmental policy can affect your bottom line
    • Marketing using emotional appeals and psychology
    • Success stories from Phil’s clients and friends

     

    Connect withPhil:

    Guest Contact Info:

    Email: bigcases@aol.com

    Phone number: (941) 726-3183

    Linkedin: https://www.linkedin.com/in/philliproywasserman/

     

     

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  • Phil Wasserman – The Insurance Marketing Organization Podcastwith Seth GreeneEpisode006Phil WassermanPhillip...
  • Array ( [id] => 8fb95f7e-d921-11eb-98d9-97776dbfec3c [createdAt] => 2021-06-29T14:32:53.294-07:00 [updatedAt] => 2022-02-08T13:36:18.364-07:00 [title] => Ep 05 White Glove Client Acquisition [pubdate] => 2021-07-13T21:00:00.000-07:00 [link] => https://whiteglove.com/ [author] => Seth Greene [imageFile] => https://megaphone.imgix.net/podcasts/8fb95f7e-d921-11eb-98d9-97776dbfec3c/image/The_IMO_Podcast_Guest_Cover_Art_EPI_005_Brad_Swineheart.jpg?ixlib=rails-2.1.2 [explicit] => [episodeType] => full [seasonNumber] => 1 [episodeNumber] => 5 [subtitle] => Brad Swineheart [summary] =>

    Brad Swineheart

     

    – The Insurance Marketing Organization Podcast with Seth GreeneEpisode005Brad Swineheart

    Brad has helped grow the client success team at White Glove from 12 employees to more than 50 highly trained seminar coaches and account managers. His leadership has helped guide this team to service thousands of advisors who have hosted upwards of 20,000 in-person and virtual seminars, facilitating over 500k client introductions.

    In his primary role, Brad now oversees creating strategic partnerships with financial institutions all across the US and Canada. He spends his time connecting with decision makers and C-level executives at financial firms and other professional service companies to build relationships on behalf of White Glove.

    Brad is committed to helping advisors grow their bottom lines while removing them from the bulk of the work and shielding them from the financial risk. His years of experience with helping advisors succeed with White Glove’s Quadruple Guaranteed in-person seminars has translated to two of the company’s latest platforms: White Glove Webinars, our done-for-you platform that’s helping advisors continue to educate their communities and virtually connect with prospects, and White Glove Social Connect, the social impression management tool that leverages hand-picked news articles and user reading habits to create meaningful digital touch points with advisors’ clients and prospects via social media and email.


    Listen to this insightful episode with Rachel and Bruce, chock-full of valuable financial tips:


    Here is what to expect on this week’s show:

    • Mistakes and smart moves made by financial advisors during the pandemic
    • How marketing and advertising changed in the COVID era, and vaccine era
    • Why a good advisor is valuable for an IMO in volatile times
    • A look into White Glove’s business model

     

    Connect with Brad:

    Links Mentioned:

    https://whiteglove.com/


    Guest Contact Info:

    LinkedIn: https://www.linkedin.com/in/bradswineheart

     


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  • Brad Swineheart – The Insurance Marketing Organization Podcast with Seth GreeneEpisode005Brad...
  • Array ( [id] => 02467ca2-d913-11eb-a586-d77a05ec2007 [createdAt] => 2021-06-29T12:48:43.013-07:00 [updatedAt] => 2022-02-08T13:35:21.031-07:00 [title] => Ep 04 The Money Advantage [pubdate] => 2021-07-06T21:00:00.000-07:00 [link] => https://themoneyadvantage.com/ [author] => Seth Greene [imageFile] => https://megaphone.imgix.net/podcasts/02467ca2-d913-11eb-a586-d77a05ec2007/image/The_IMO_Podcast_Guest_Cover_Art_EPI_004_Rachel_Marshall_and_bruce_wehner.jpg?ixlib=rails-2.1.2 [explicit] => [episodeType] => full [seasonNumber] => 1 [episodeNumber] => 4 [subtitle] => Bruce Wehner & Rachel Marshall [summary] =>

    Rachel Marshall and Bruce Wehner

     

    – The Insurance Marketing Organization Podcast with Seth GreeneEpisode004Rachel Marshall and Bruce Wehner

    Rachel Marshall is the Co-Founder, Chief Financial Educator, and Content Strategist of The Money Advantage. She is known for making money simple, fun, and doable. She’s currently writing a book about her near-death experience and how it became the springboard for her family’s multi-generational legacy of more than money.

    Bruce Wehner is the Lead Advisor of The Money Advantage, where he designs and communicates the individualized solutions that help their clients increase cash flow and financial control. Bruce leans on his experience as an educator and varsity head coach, lifelong entrepreneur, and real estate investor. He is a Nelson Nash Institute Authorized Infinite Banking Practitioner who has been practicing Infinite Banking since his parents started his first policy when he was a young child.


    Listen to this insightful episode with Rachel and Bruce, chock-full of valuable financial tips:


    Here is what to expect on this week’s show:

    • Breaking out of old models of growing cash flow
    • Why lack of control is a common mistake, and how to regain control of your money
    • Learning to manage multiple income streams
    • A sneak peek into Rachel’s awesome upcoming book

     

    Connect with Rachel and Bruce:

    Links Mentioned:

    https://themoneyadvantage.com/


    Guest Contact Info:

    Facebook: https://www.facebook.com/TheMoneyAdvantage

    LinkedIn: https://www.linkedin.com/company/themoneyadvantage/

    YouTube: https://www.youtube.com/channel/UCUs1TpZ6gJN2LxJYBsohd9w

     



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  • Rachel Marshall and Bruce Wehner – The Insurance Marketing Organization Podcast...
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    Tyrone Clark

     

    – The Insurance Marketing Organization Podcast with Seth GreeneEpisode001Tyrone Clark

    Tyrone Clark is a nationally recognized annuity sensation! Essentially, he has dedicated his life to the field of annuities. Beginning at the age of nineteen, Mr. Clark entered the insurance industry and was uniquely captivated by the annuity market and products. He began his career by becoming an annuity-marketing specialist and attained the position of Vice-President to two successful national annuity organizations, as well as continuing his work with his clients. His company, Brokers’ Choice of America, Inc., is responsible for over one thousand distributors.

     

    Listen to this insightfulIMOepisode with Tyrone Clark about annuities as an investment vehicle for IMOs and FMOs:


    Here is what to expect on this week’s show:

    •  What makes annuities so profitable, and how to pursue that profit
    • Using seminars, workshops, and classes to grow your brand and income
    • Marketing in the digital age
    • What to keep in mind when designing products

     

    Connect with Tyrone:


    LinkedIn https://www.linkedin.com/in/tyrone-clark-505092108/


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  • Tyrone Clark – The Insurance Marketing Organization Podcast with Seth GreeneEpisode001Tyrone...
  • Array ( [id] => 3b4f944e-d8fe-11eb-bc17-a33be3231c6f [createdAt] => 2021-06-29T10:19:59.288-07:00 [updatedAt] => 2022-02-08T13:32:13.577-07:00 [title] => Ep 02 Solving Google Lead Generation [pubdate] => 2021-06-29T21:00:00.000-07:00 [link] => https://www.benepath.net/ [author] => Seth Greene [imageFile] => https://megaphone.imgix.net/podcasts/3b4f944e-d8fe-11eb-bc17-a33be3231c6f/image/The_IMO_Podcast_Guest_Cover_Art_EPI_002_Clelland_Green.jpg?ixlib=rails-2.1.2 [explicit] => [episodeType] => full [seasonNumber] => 1 [episodeNumber] => 2 [subtitle] => Clelland Green [summary] =>

    Clelland Green

     

    – The Insurance Marketing Organization Podcast with Seth GreeneEpisode002Clelland Green

    Clelland Green is the President of Benepath, Inc. who connects consumers and small businesses with insurance agents across the country.

    He has published articles cover a wide array of topics ranging from controlling health care costs & consumer directed healthcare to marketing, advertising and vendor selection. His articles have been published in Employee Benefit News, HR Executive, Benefits and Compensation News and several other publications.


    Listen to this insightfulIMOepisode with Clelland Green about marketing and health insurance in the online age:


    Here is what to expect on this week’s show:

    • Navigating the changing economic landscapes of the 80s, 00s, and today
    • Advice for those who are just starting in sales or marketing
    • How to best utilize Google and other search engines for your business
    • Ways that health insurance marketing can prepare for a change in national policy

     

    Connect with Clelland:

    Links Mentioned:

    https://www.benepath.net/

    866-368-0377

    Guest Contact Info:

    Twitter: https://twitter.com/clellandgreen

    LinkedIn: https://www.linkedin.com/in/clelland-green-5600083/


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  • Clelland Green – The Insurance Marketing Organization Podcast with Seth GreeneEpisode002Clelland...
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    John Terry

     

    – The Insurance Marketing Organization Podcast with Seth GreeneEpisode003John Terry

    John L. Terry, III is a 2x martial arts hall of fame inductee, international speaker and trainer, BestSelling author, and is considered an expert in leadership, communication, sales, and teambuilding. He is the founder and CEO of Black Belt Leadership, a coaching and consulting company focused on training values-based, people-centric leaders who in turn build highly motivated, results-oriented, high-performance, non-leader-dependent teams. John is a DISC-certified human behavior consultant, a Real-Life Management Master Coach & Trainer, and a CTAA-Accredited Emotional Intelligence Coach. He has been a Sales Coach and Trainer to the financial services community for more than 20 years.


    Listen to this insightfulepisode with John Terry about growing an IMO:


    Here is what to expect on this week’s show:

    • Using passion and know-how to make your IMO stand out from the rest
    • Traits to look for when building a team
    • Producer recruitment methods
    • John’s special brand of Black Belt Leadership

     

    Connect with John:

    Links Mentioned:

    https://www.visionadvisorsinc.com/


    Guest Contact Info:

    Facebook: https://www.facebook.com/visionadvisorsinc/

    LinkedIn: https://www.linkedin.com/company/vision-advisors-inc/

    YouTube: https://www.youtube.com/channel/UC1RxPHJuGrGSOIN4grhhjig/videos



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  • John Terry – The Insurance Marketing Organization Podcast with Seth GreeneEpisode003John...
  • Array ( [id] => 6150687a-bfeb-11eb-8ad4-236204ea22d2 [createdAt] => 2021-05-28T12:32:03.556-07:00 [updatedAt] => 2021-05-28T12:32:08.428-07:00 [title] => Trailer: Welcome to the Insurance Marketing Organization Podcast! [pubdate] => 2021-05-28T12:15:01.000-07:00 [link] => https://marketdominationllc.com/ [author] => Seth Greene [imageFile] => https://megaphone.imgix.net/podcasts/6150687a-bfeb-11eb-8ad4-236204ea22d2/image/IMO_Podcast_MAIN.jpg?ixlib=rails-2.1.2 [explicit] => [episodeType] => trailer [seasonNumber] => [episodeNumber] => [subtitle] => [summary] =>

    Seth Greene is a nationally recognized direct response financial services marketing expert.. His guests are executives from successful insurance marketing organizations. Together, they will uncover tons of valuable, can't-miss tips for IMOs to expand their business, create great lasting relationships with their advisors, and influence the industry., right here on the Insurance Marketing Organization podcast. Tune in each week for a conversation with experts about tried, tested, and fine-tuned methods to grow your IMO, and up your marketing game. Running an IMO takes a lot, but luckily, our guests have what it takes.

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  • Seth Greene is a nationally recognized direct response financial services...
Registered Investment Advisor Podcast

Registered Investment Advisor Podcast

The Insurance Marketing Organization podcast is a financial services marketing podcast just for IMOs. Host Seth Greene is a nationally recognized direct response financial services... Read More