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Ways To Serve and Give for Better Long-Term Care With Adam Sachs

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Manage episode 407218237 series 3558872
Content provided by NAIFA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by NAIFA 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.

Adam Sachs is a Financial Advisor for Centinel Financial Group, LLC. Since 1993, he has been serving clients by helping them understand their financial options — giving them the confidence to make decisions for their future. Adam is the recipient of the inaugural 2023 NAIFA President’s Citation. He has been a member of NAIFA (National Association of Insurance and Financial Advisors) since 1994, is currently a Vice Chair of the National Membership Committee, and continues to serve on the NAIFA-MA Board. Adam has served as the past president of the Massachusetts chapter and was the 2021 NAIFA-MA Membership Chair.

In this episode…

How can you build and cultivate relationships that become influential to your peers? Where can you turn for educational tools and professional networking?

Adam Sachs knows that relationships are ways to build value in your work. If you’re not sure where to start, networking with other like-minded advisors is the key to success. Proper fact-finding and looking for resources outside traditional long-term care insurance can significantly help you provide better service for your clients, yielding satisfactory results. Adam believes that when you put in the work and follow through, you’re making a difference and standing out.

In this episode of Advisor Today, Chris Gandy and Suzanne Carawan sit down with Adam Sachs, Financial Advisor at Centinel Financial Group, LLC, to discuss building relationships for long-care solutions. Adam talks about networking to create better education tools, organizing ways to continuously serve the community, and advocating and preparing the next generation for the future.

  continue reading

64 episodes

Artwork
iconShare
 
Manage episode 407218237 series 3558872
Content provided by NAIFA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by NAIFA 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.

Adam Sachs is a Financial Advisor for Centinel Financial Group, LLC. Since 1993, he has been serving clients by helping them understand their financial options — giving them the confidence to make decisions for their future. Adam is the recipient of the inaugural 2023 NAIFA President’s Citation. He has been a member of NAIFA (National Association of Insurance and Financial Advisors) since 1994, is currently a Vice Chair of the National Membership Committee, and continues to serve on the NAIFA-MA Board. Adam has served as the past president of the Massachusetts chapter and was the 2021 NAIFA-MA Membership Chair.

In this episode…

How can you build and cultivate relationships that become influential to your peers? Where can you turn for educational tools and professional networking?

Adam Sachs knows that relationships are ways to build value in your work. If you’re not sure where to start, networking with other like-minded advisors is the key to success. Proper fact-finding and looking for resources outside traditional long-term care insurance can significantly help you provide better service for your clients, yielding satisfactory results. Adam believes that when you put in the work and follow through, you’re making a difference and standing out.

In this episode of Advisor Today, Chris Gandy and Suzanne Carawan sit down with Adam Sachs, Financial Advisor at Centinel Financial Group, LLC, to discuss building relationships for long-care solutions. Adam talks about networking to create better education tools, organizing ways to continuously serve the community, and advocating and preparing the next generation for the future.

  continue reading

64 episodes

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