Outsource Acelerator Podcast, hosted by Derek Gallimore, explores business and outsourcing mastery. Inside-knowledge from the outsourcing capital of the world - Manila, Philippines.
…
continue reading
Content provided by Global Atlantic Financial Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Global Atlantic Financial Group 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 Advanced Sales Insider
This Podcast is created and curated by Deepak Jayaraman (an Executive Coach and a Leadership Advisor). He lives in Mumbai and works with successful Senior Executives by helping them play to their unique potential but with a sharp focus on transitions (business or career). Just like businesses need to think about "where to play" and "how to win", leaders need to be coherent about "where to go" and "how to grow" in their journeys. Deepak works with them during pivotal moments to help them with ...
…
continue reading
Insightful interviews with authors, experts, entrepreneurs, and thought leaders who share valuable marketing tips, growth strategies, and resources. Hosted by John Jantsch, one of America's top small business marketing experts, this show is dedicated to helping you craft effective marketing strategies that will grow your business. Whether you're a small business owner, marketing professional, or marketing agency owner, you'll gain valuable insights and actionable advice on topics such as mar ...
…
continue reading
Rachel Cooke is your guide to leadership and communication, helping you craft a workplace environment you can feel good about. She’ll share tips to help you balance your work and personal life, effectively invest your time, and be mindful about where you’re devoting your energy. Let Rachel help you navigate your path to success—however you define it.
…
continue reading
The Michael Caz Podcast brings you the latest in health, business, relationship, and adventure.
…
continue reading
Hear the stories, learn the proven methods, and accelerate your growth and future through entrepreneurship. Welcome to The Foundr Podcast with Nathan Chan. About the show: For over a decade, The Foundr Podcast with Nathan Chan has been a leading entrepreneurship podcast for open-book conversations with, by, and for founders. Whether you're starting, building, or dreaming about your business, The Foundr Podcast is where you can access experienced founders who've been in your shoes to learn th ...
…
continue reading
The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
…
continue reading
SPIN IT is a business podcast that will inspire you to see failures and obstacles as a stepping stone for success, transforming them into a new path forward, a path that you may not have seen or considered before. Whether it’s a scandal or a broken business model - obstacles are an opportunity to learn, pivot and go after your goals with a new perspective. Hosted by Stephynie Malik, award-winning Crisis Management Expert and Business Strategist, this podcast offers you advice and guidance on ...
…
continue reading
The fun email marketing podcast. Sell more of your online courses, grow your membership and bring in more coaching clients with email marketing that doesn't stink. Sound good? Then join your fellow Email Marketing Heroes for your weekly dose of fun, practical, yet brutally honest email marketing advice. You can listen in to a piping hot, fresh episode every 'Email Marketing Wednesday' or if you prefer learning with your eyes instead of your ears, we turn each episode into a full written blog ...
…
continue reading
DISQO’s podcast features the brightest minds fueling product teams. Subscribe to learn how product management and strategy are being driven by putting customer experience (CX) front and center. Learn more and subscribe at tipm.feedbackloop.com
…
continue reading
Player FM - Podcast App
Go offline with the Player FM app!
Go offline with the Player FM app!
))
Legacy and Philanthropic Planning with Alan Pratt
Archived series ("Inactive feed" status)
When?
This feed was archived on June 12, 2022 19:38 (
Why? Inactive feed status. Our servers were unable to retrieve a valid podcast feed for a sustained period.
What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage episode 199668472 series 2082338
Content provided by Global Atlantic Financial Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Global Atlantic Financial Group 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.
Listen as Randy and Alan discuss the evolution of Alan’s life insurance practice to become a planning practice with a very specific mission. Alan helps families design legacy plans that are values-based and meaningful to them. This discussion includes details of how Alan works with clients and families to uncover the purpose they envision for their wealth into the future. These conversations go far beyond the multigenerational family legacy plan to bring families to a new place, together, as they plan.
While it takes significant experience and credentials to do this type of legacy planning, there are still tips that could be applied to your practice. The information Alan shares might be useful in your own legacy plan or you may learn from the way he opens conversations with clients about their goals and what is meaningful to them.
For more about resources Alan references in this conversation, visit PrattLA.com
17 episodes
Share
Archived series ("Inactive feed" status)
When?
This feed was archived on June 12, 2022 19:38 (
Why? Inactive feed status. Our servers were unable to retrieve a valid podcast feed for a sustained period.
What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage episode 199668472 series 2082338
Content provided by Global Atlantic Financial Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Global Atlantic Financial Group 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.
Listen as Randy and Alan discuss the evolution of Alan’s life insurance practice to become a planning practice with a very specific mission. Alan helps families design legacy plans that are values-based and meaningful to them. This discussion includes details of how Alan works with clients and families to uncover the purpose they envision for their wealth into the future. These conversations go far beyond the multigenerational family legacy plan to bring families to a new place, together, as they plan.
While it takes significant experience and credentials to do this type of legacy planning, there are still tips that could be applied to your practice. The information Alan shares might be useful in your own legacy plan or you may learn from the way he opens conversations with clients about their goals and what is meaningful to them.
For more about resources Alan references in this conversation, visit PrattLA.com
17 episodes
All episodes
×
Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.
Similar to Advanced Sales Insider
Outsource Acelerator Podcast, hosted by Derek Gallimore, explores business and outsourcing mastery. Inside-knowledge from the outsourcing capital of the world - Manila, Philippines.
…
continue reading
This Podcast is created and curated by Deepak Jayaraman (an Executive Coach and a Leadership Advisor). He lives in Mumbai and works with successful Senior Executives by helping them play to their unique potential but with a sharp focus on transitions (business or career). Just like businesses need to think about "where to play" and "how to win", leaders need to be coherent about "where to go" and "how to grow" in their journeys. Deepak works with them during pivotal moments to help them with ...
…
continue reading
Insightful interviews with authors, experts, entrepreneurs, and thought leaders who share valuable marketing tips, growth strategies, and resources. Hosted by John Jantsch, one of America's top small business marketing experts, this show is dedicated to helping you craft effective marketing strategies that will grow your business. Whether you're a small business owner, marketing professional, or marketing agency owner, you'll gain valuable insights and actionable advice on topics such as mar ...
…
continue reading
Rachel Cooke is your guide to leadership and communication, helping you craft a workplace environment you can feel good about. She’ll share tips to help you balance your work and personal life, effectively invest your time, and be mindful about where you’re devoting your energy. Let Rachel help you navigate your path to success—however you define it.
…
continue reading
The Michael Caz Podcast brings you the latest in health, business, relationship, and adventure.
…
continue reading
Hear the stories, learn the proven methods, and accelerate your growth and future through entrepreneurship. Welcome to The Foundr Podcast with Nathan Chan. About the show: For over a decade, The Foundr Podcast with Nathan Chan has been a leading entrepreneurship podcast for open-book conversations with, by, and for founders. Whether you're starting, building, or dreaming about your business, The Foundr Podcast is where you can access experienced founders who've been in your shoes to learn th ...
…
continue reading
The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
…
continue reading
SPIN IT is a business podcast that will inspire you to see failures and obstacles as a stepping stone for success, transforming them into a new path forward, a path that you may not have seen or considered before. Whether it’s a scandal or a broken business model - obstacles are an opportunity to learn, pivot and go after your goals with a new perspective. Hosted by Stephynie Malik, award-winning Crisis Management Expert and Business Strategist, this podcast offers you advice and guidance on ...
…
continue reading
The fun email marketing podcast. Sell more of your online courses, grow your membership and bring in more coaching clients with email marketing that doesn't stink. Sound good? Then join your fellow Email Marketing Heroes for your weekly dose of fun, practical, yet brutally honest email marketing advice. You can listen in to a piping hot, fresh episode every 'Email Marketing Wednesday' or if you prefer learning with your eyes instead of your ears, we turn each episode into a full written blog ...
…
continue reading
DISQO’s podcast features the brightest minds fueling product teams. Subscribe to learn how product management and strategy are being driven by putting customer experience (CX) front and center. Learn more and subscribe at tipm.feedbackloop.com
…
continue reading
Player FM - Podcast App
Go offline with the Player FM app!
Go offline with the Player FM app!
