Everyone has a dream. But sometimes there’s a gap between where we are and where we want to be. True, there are some people who can bridge that gap easily, on their own, but all of us need a little help at some point. A little boost. An accountability partner. A Snooze Squad. In each episode, the Snooze Squad will strategize an action plan for people to face their fears. Guests will transform their own perception of their potential and walk away a few inches closer to who they want to become ...
…
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Content provided by George Wright III. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by George Wright III or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Similar to The Daily Mastermind
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Unlocking Wealth Strategies Used by the High-Net Worth with Chris Marino
Manage episode 415453057 series 2774455
Content provided by George Wright III. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by George Wright III or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
In this episode of The Daily Mastermind, host George Wright III invites guest Chris Marino, a senior marketing director and partner at ToroPoint with over 15 years of experience in wealth advising and life insurance brokerage, to discuss wealth management, financial planning for high net worth individuals and businesses. Marino shares insights into the importance of a wealth mindset, strategies for financial planning, and the pivotal role of insurance as a dual-purpose investment tool for financial protection and wealth accumulation. The discussion covers the value of having a financial plan from early stages, the advantages of various insurance policy types like indexed universal life policies, and the significance of working with independent insurance advisors. The conversation aims to provide listeners with knowledge on building a solid financial plan incorporating insurance as a key component for wealth growth, asset protection, and legacy building.
Topics Covered
00:25 Chris Marino's Background and Expertise
01:38 The Importance of a Wealth Mindset
01:45 Strategies for Financial Planning and Wealth Management
06:03 The Role of Insurance in Wealth Building
11:57 Case Studies: Real-world Applications of Insurance Strategies
15:05 Getting Started with Insurance and Financial Planning
17:58 Connecting with Chris Marino for Expert Advice
You have Greatness inside you. I know you can Learn, Grow and Accomplish anything you put your mind toward. I appreciate you listening today. See you tomorrow.
George Wright III
FREE Daily Mastermind Resources:
CONNECT with George & Access Tons of Resources
Get access to Proven Strategies and Time-Test Principles for Success. Plus, download and access tons of FREE resources and online events by joining our Exclusive Community of Entrepreneurs, Business Owners, and High Achievers like YOU.
Join FREE at www.JoinTheEvolution.com
Mentoring or Marketing Resources:
If you are interested in taking your Life or Business to the Next Level…
If you are having trouble Scaling your Operations or Creating More Growth…
If you need someone to help you Create More Vision, Clarity, Mental Discipline…
Mentoring might be the Perfect Option for you. Email me and I will see what options might best fit your needs. We have several options like The Academy Mastermind Group, CEO Mentoring or Marketing Consulting for your business. George@G3worldwide.com. This is my personal email.
About Chris Marino:
Chris Marino is Toropoint's Senior Managing Director and Partner. He is a seasoned wealth advisor with 15 years of expertise as a life insurance agent and life settlement broker. Chris began his career by acquiring insurance assets and longevity-based investments for prominent banks. He's notched up an impressive record, closing over $1 billion in life insurance deals before joining the Toropoint team.
Connect with Chris:
Website
https://www.toropoint.com/our-team
LinkedIn URL
https://www.linkedin.com/in/chmarino
Facebook URL
https://www.facebook.com/chrismarino12
YouTube URL
974 episodes
Share
Manage episode 415453057 series 2774455
Content provided by George Wright III. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by George Wright III or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
In this episode of The Daily Mastermind, host George Wright III invites guest Chris Marino, a senior marketing director and partner at ToroPoint with over 15 years of experience in wealth advising and life insurance brokerage, to discuss wealth management, financial planning for high net worth individuals and businesses. Marino shares insights into the importance of a wealth mindset, strategies for financial planning, and the pivotal role of insurance as a dual-purpose investment tool for financial protection and wealth accumulation. The discussion covers the value of having a financial plan from early stages, the advantages of various insurance policy types like indexed universal life policies, and the significance of working with independent insurance advisors. The conversation aims to provide listeners with knowledge on building a solid financial plan incorporating insurance as a key component for wealth growth, asset protection, and legacy building.
Topics Covered
00:25 Chris Marino's Background and Expertise
01:38 The Importance of a Wealth Mindset
01:45 Strategies for Financial Planning and Wealth Management
06:03 The Role of Insurance in Wealth Building
11:57 Case Studies: Real-world Applications of Insurance Strategies
15:05 Getting Started with Insurance and Financial Planning
17:58 Connecting with Chris Marino for Expert Advice
You have Greatness inside you. I know you can Learn, Grow and Accomplish anything you put your mind toward. I appreciate you listening today. See you tomorrow.
George Wright III
FREE Daily Mastermind Resources:
CONNECT with George & Access Tons of Resources
Get access to Proven Strategies and Time-Test Principles for Success. Plus, download and access tons of FREE resources and online events by joining our Exclusive Community of Entrepreneurs, Business Owners, and High Achievers like YOU.
Join FREE at www.JoinTheEvolution.com
Mentoring or Marketing Resources:
If you are interested in taking your Life or Business to the Next Level…
If you are having trouble Scaling your Operations or Creating More Growth…
If you need someone to help you Create More Vision, Clarity, Mental Discipline…
Mentoring might be the Perfect Option for you. Email me and I will see what options might best fit your needs. We have several options like The Academy Mastermind Group, CEO Mentoring or Marketing Consulting for your business. George@G3worldwide.com. This is my personal email.
About Chris Marino:
Chris Marino is Toropoint's Senior Managing Director and Partner. He is a seasoned wealth advisor with 15 years of expertise as a life insurance agent and life settlement broker. Chris began his career by acquiring insurance assets and longevity-based investments for prominent banks. He's notched up an impressive record, closing over $1 billion in life insurance deals before joining the Toropoint team.
Connect with Chris:
Website
https://www.toropoint.com/our-team
LinkedIn URL
https://www.linkedin.com/in/chmarino
Facebook URL
https://www.facebook.com/chrismarino12
YouTube URL
974 episodes
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Similar to The Daily Mastermind
Everyone has a dream. But sometimes there’s a gap between where we are and where we want to be. True, there are some people who can bridge that gap easily, on their own, but all of us need a little help at some point. A little boost. An accountability partner. A Snooze Squad. In each episode, the Snooze Squad will strategize an action plan for people to face their fears. Guests will transform their own perception of their potential and walk away a few inches closer to who they want to become ...
…
continue reading
Welcome to the Success Story Podcast, hosted by entrepreneur, business executive, author, educator & speaker, Scott D. Clary (@scottdclary). On this podcast, you'll find interviews, Q&A, keynote presentations & conversations on sales, marketing, business, startups and entrepreneurship. Scott will discuss some of the lessons he's learned over his own career, as well as have candid interviews with execs, celebrities, notable figures and politicians. All who have achieved success through both w ...
…
continue reading
The Primal Potential Podcast is about transformation, not information. So many of us KNOW what we need to do to achieve our goals but we aren't DOING it. There's a continuous gap between our INTENTIONS and our ACTIONS. Primal Potential is a TOOL to help you create massive change in your life and ENJOY the journey!
…
continue reading
Are you looking for more happiness, success and vitality in your life? Get inspired each week with Wellness Expert, Integrative Medicine Fellow & Keynote Speaker, Kristel Bauer. Live Greatly shares empowering conversations about life, wellness & success talking with top experts, athletes, celebrities, CEOs and other incredible individuals. Tune in for insights to thrive personally and professionally. It’s time to awaken your ultimate potential! Disclaimer: All of the information shared on th ...
…
continue reading
The Art of Charm is where self-motivated people, just like you, come to learn from the company’s coaches about to how to master human dynamics, relationships, and becoming your best self with the help of Johnny and AJ, the company’s founders. Johnny and AJ bring their 11 years of coaching experience from their famous Bootcamps, where they host clients in Los Angeles from all over the world and they share their stories, best practices and themselves on this weekly podcast. Not only does The A ...
…
continue reading
If you’re looking to thrive in uncertain times, achieve unprecedented goals, and improve the most meaningful aspects of your life, then Impact Theory is the show for you. Hosted by Tom Bilyeu, a voracious learner and hyper-successful entrepreneur, the show investigates and analyzes the most useful topics with the world’s most sought-after guests. Bilyeu attacks each episode with a clear desire to further evolve the holistic skillset that allowed him to co-found the billion dollar company Que ...
…
continue reading
Developing Mental Strength for Peak Performance
…
continue reading
Do your eyes glaze over when looking at a long list of annual health insurance enrollment options – or maybe while you’re trying to calculate how much you owe the IRS? You might be wondering the same thing we are: Where’s the guidebook for all of this grown-up stuff? Whether opening a bank account, refinancing student loans, or purchasing car insurance (...um, can we just roll the dice without it?), we’re just as confused as you are. Enter: “Grown-Up Stuff: How to Adult” a podcast dedicated ...
…
continue reading
Gretchen Rubin is HAPPIER, and she wants you to be happier too. The #1 bestselling author of The Happiness Project and Better Than Before gets more personal than ever as she brings her practical, manageable advice about happiness and good habits to this lively, thought-provoking podcast. Gretchen’s cohost and guinea pig is her younger sister, Elizabeth Craft, a TV writer and producer living in Los Angeles, who (lovingly) refers to Gretchen as her happiness bully. Part of the Audacy Network.
…
continue reading
Everyone needs a little help being a human. From sleep to saving money to parenting and more, host Marielle Segarra talks to experts to get the best advice out there. Life Kit is here to help you get it together. Want another life hack? Try Life Kit+. Your subscription supports the show and unlocks an exclusive sponsor-free feed. Learn more at plus.npr.org/lifekit
…
continue reading
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