Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Introduction
00:00 • 3min
The Life and Times of a Financial Advisor
02:51 • 5min
The Positive Evolution of Financial Advice
07:34 • 5min
The Benefits of Having a Direct Claims Manager
12:15 • 4min
How to Run a Successful Life Insurance Business
16:41 • 2min
The Role of Referral Partners in the Renewal Process
18:20 • 5min
How to Build a Global Team for Life Insurance
23:09 • 6min
The Importance of Balanced Approaches to Insurance
29:03 • 6min
How to Recruit an Advisor for Life Insurance
35:00 • 3min
How to Get Your Peers Involved in the Recruitment Process
38:25 • 4min
The Importance of Structured Spontaneity
42:36 • 5min
The Impact of COVID on UPAIR
47:07 • 3min
How to Manage Your Team Effectively
49:52 • 2min
The Future of the Practice Manager
52:10 • 2min
The Importance of a Practice Manager in the Life-Insurance Industry
54:15 • 5min