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The Finaeo team talks about breaking into the insurance industry as young advisors / brokers. Topics of conversation include the evolution of the insurance industry, the value of financial & insurance advice, technology, and best practices that advisors should adopt. We also bring on featured guests to discuss their paths to success in insurance.
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Jason speaks with Grant via phone to discuss his nearly 30-year professional career - starting off with Manulife Securities to building (and selling) his own practice, to where he is now. His passion is helping advisors build top practice management processes in their business and focuses advisors on three keys: ideal growth, ideal capacity, and id…
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Madison from Madrock Financial joins us as our guest this week to discuss being a Bionic Advisor. At Finaeo, we call this the Bionic Advisor. It is an advisor that merges with technology to help produce better client engagement, more efficiency, and smarter processes. You can follow Madrock on Twitter at @madrockfincorpInterviewing Madison Madrock …
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