Profiles in Risk

Educate Yourself: Whether you are an advisor or a consumer, take advantage of available resources - Neil GrangerIn this episode of GET READY!, I spoke with Neil Granger who specializes in the identification and prevention of elder financial abuse. Neil and I discussed best practices for insurance agents, common fraud techniques and elder financial abuse legislation. Neil shared his experiences in working with attorneys, regulators and law enforcement on elder financial abuse prevention and enforcement.CONNECT WITH Neil Granger:LinkedIn -  Neil Granger: https://www.linkedin.com/in/neil-grangerWebsite - https://www.elderinsuranceabuse.com Resources: California Advocates for Nursing Home Reform: https://www.canhr.org  (much more than nursing homes)California Department of Insurance: https://www.insurance.ca.gov Financial Regulatory Links: https://www.tonysteuer.com 

Any analysis should be measurable and quantifiable - David PaulIf you stay optimistic and you are willing to work hard and keep at it and not give up, I think it will be really hard to fail - David Paul  In this episode of GET READY!, I spoke with David Paul who specializes in the analysis of insurance company financial performance trends. David and I discussed trends with insurance company financial analysis and the unique approach that his firm, Alirt Research takes in evaluating insurance companies. We also discussed his philosophy in analyzing insurance companies.  CONNECT WITH David Paul:LinkedIn - https://www.linkedin.com/in/david-paulWebsite - https://www.alirtresearch.com

In this episode of Profiles in Risk, I spoke with Roland Chan, Founder and CEO of FindBob. FindBob is solving the problem of business continuity, transition and succession with financial services firms. Agents & brokers can spend a lifetime creating a lot of value with their books of business. FindBob helps them prevent a sudden deterioration due to illness or worse.CONNECT WITH ROLAND CHAN: LinkedIn - https://www.linkedin.com/in/chanroland/ FindBob Homepage - https://www.findbob.io/ MENTIONED IN THIS EPISODE:A Tribe Called Quest - https://amzn.to/2OmYrwO Moleskin Notebooks - https://amzn.to/2p02lRW Agile Software Development - https://www.agilealliance.org/agile101/ Jira Software - https://www.atlassian.com/software/jira/agile Trello Software - https://trello.com/en-US Slack - https://slack.com/ Copper (Prosperworks) - https://www.copper.com/ BOOKS RECOMMENDED BY ROLAND: Books by Eric Reis - https://amzn.to/2Iv00oN Books by Steve Blank - https://amzn.to/2LSqi6E Drive by Daniel Pink - https://amzn.to/2AQbHSE Great by Choice by Jim Collins - https://amzn.to/2AJUg6r Following Ezra by Tom Fields-Meyer - https://amzn.to/2IqUtzw SUBSCRIBE AT:Buzzsprout RSS: http://www.buzzsprout.com/87086Google Play: https://goo.gl/WMAvW4iTunes: https://goo.gl/7SqwvP Overcast: https://goo.gl/8b4cbD Spotify: https://goo.gl/niAbGN  Stitcher: https://goo.gl/DmE7MiYouTube: https://goo.gl/1Turar 

“Keep your mind open to new perspectives and possibilities to help people” - Emily Adams“For every initiative, think about how you can help others rather than what you can get out of it” - Sharon BiallyIn this episode of GET READY!, I spoke with public relations and marketings experts Emily Adams and Sharon Bially about the value of PR, earning media placement and developing our personal brand. The key to PR is about staying focused on serving your audience and clients. We also discussed how you can amplify your message and the future of marketing. CONNECT WITH Emily Adams and Sharon Bially:LinkedIn -  Emily Adams: https://www.linkedin.com/in/emily-adams and Sharon Bially: https://www.linkedin.com/in/sharon-bially Website - thoughtsavvymarketing.com

"People in an organization are human and they're messy" - Yanira BorgesIn this episode of Profiles in Risk, Yanira Borges and I had a spirited discussion about team and business productivity and effectiveness. We discussed how much accountability makes a difference in the productivity of a team and how SideKick.Tools got started. CONNECT WITH YANIRA BORGES: LinkedIn - https://www.linkedin.com/in/yanira-borges/ SideKick.Tools homepage - https://www.sidekick.tools/ MENTIONED IN THIS EPISODE:Salesforce - https://www.salesforce.com/ Zapier - https://zapier.com/ Atlassian (Jira) - https://www.atlassian.com/ Asana - https://asana.com/ 10% Happier App - https://www.tenpercent.com/ BOOKS RECOMMENDED BY YANIRA:Leading Change by John Kotter - https://amzn.to/31Fzf8N 4 Disciplines of Execution by Chris McChesney - https://amzn.to/30eAfE8 Think and Grow Rich by Napolean Hill - https://amzn.to/31FbiOT E-Myth by Michael Gelber - https://amzn.to/2OjTXr3  SUBSCRIBE AT:Buzzsprout RSS: http://www.buzzsprout.com/87086Google Play: https://goo.gl/WMAvW4iTunes: https://goo.gl/7SqwvP Overcast: https://goo.gl/8b4cbD Spotify: https://goo.gl/niAbGN  Stitcher: https://goo.gl/DmE7MiYouTube: https://goo.gl/1Turar 

Welcome to the GET READY! Podcast. In this episode, I spoke with Chris Hall about the blending of technology with human advisors, strategic partnerships and trends. Chris shared how his firm blends a fintech approach with human lawyers to create a streamlined approach to estate planning. The key is being able to leverage technology to expedite processes that are routine with utilizing people for the individualized aspects. The future of financial services is about creating the right balance with technology and people. Connect with Chris Hall:LinkedIn: https://www.linkedin.com/in/chrisepnavigator/EPNavigator home page: https://www.epnavigator.comSubscribe to the GET READY! With Tony Steuer PodcastBuzzsprout: http://www.buzzsprout.com/530449YouTube: https://www.youtube.com/channel/UCLFLB1LrzEHs0q6LXehCBqA

"Cyber is NOT just an IT Problem" - Dom VogelIn this episode of Profiles in Risk, I spoke with cybersecurity expert Dom Vogel about Cyber exposure, risk, and insurance. While the big companies are making the headlines, Dom is quick to point out for small and mid-sized companies, cyber is a real and existential threat to their organization. Thus, it's not just an IT issue, cybersecurity must become part of the fabric of the company's entire risk management culture from senior leadership, downwards.CONNECT WITH DOMINIC VOGEL:LinkedIn -  https://www.linkedin.com/in/domvogel/ Cyber.sc Homepage - https://www.cyber.sc/resources.html MENTIONED IN THIS EPISODE:PayPal/TIO Networks breach - https://www.usatoday.com/story/tech/2017/12/04/paypal-acquired-company-reports-many-1-6-million-users-breached/919090001/ Dark Reading - https://www.darkreading.com/ Disneyland - https://disneyland.disney.go.com/ The Beatles - https://amzn.to/2ZKjIHO Google Calendar - https://calendar.google.com/calendar/r BOOKS RECOMMENDED BY DOM:Million Dollar Consulting by Alan Weiss - https://amzn.to/2ZVt52F Hands Free Mama by Rachel Stafford - https://amzn.to/2ZWCuXF  SUBSCRIBE AT:Buzzsprout RSS: http://www.buzzsprout.com/87086Google Play: https://goo.gl/WMAvW4iTunes: https://goo.gl/7SqwvP Overcast: https://goo.gl/8b4cbD Spotify: https://goo.gl/niAbGN  Stitcher: https://goo.gl/DmE7MiYouTube: https://goo.gl/1Turar 

Do you know how to build your business? What is the future for the financial services industry? How does being focused on the client make you stand out? In this episode, Tony spoke with Bob Bingham. Bob is the co-founder of the wealth management firm, Bingham, Osborn and Scarborough. He founded the firm in 1985 with his Amherst College classmate Ed Osborn. BOS now manages close to $5 billion in assets, has nine partners, and approximately 50 employees in two Bay Area offices - its headquarters in San Francisco and its branch office in Redwood Shores. Connect with Bob Bingham:Bingham, Osborn and Scarborough home page: www.bosinvest.com

In this episode of Profiles in Risk, I interviewed Gilberto Spencer of ClaimSpace, Bobbie Shrivastav & Brent Williams of Benekiva, and Sri Ramaswamy of Infinilytics. All three companies were part of the most recent cohort of the Nassau Re/ Imagine incubator in Hartford, CT.

<Insurance Nerds is pleased to broadcast our first co-branded podcast, Get Ready! with Tony Steuer. We will be broadcasting these podcasts initially from Profiles in Risk, but PLEASE subscribe directly to this broadcast from the links below>Do you know how to build your brand? What is the future for long-form content and books? Are you prepared for the future of marketing yourself and your company?In this episode, Tony spoke with Tanya Hall. Tanya is the CEO of Greenleaf Book Group, author of "Ideas, Influence, and Income" and one of the reasons Tony is a published author and now a podcaster. Tanya discussed branding and the future of written content.Connect with Tanya Hall:LinkedIn: https://www.linkedin.com/in/tanyajhall/Greenleaf Books home page: www.greenleafbooksgroup.comTanya’s book site: ideasinfluenceandincome.com and Amazon: https://amzn.to/2KCKg4ESUBSCRIBE TO GET READY! WITH TONY STEUER:Buzzsprout: http://www.buzzsprout.com/530449YouTube: https://www.youtube.com/playlist?list=PLk-tMK8a6LBOrln5BOoWUrW-PV7nE9MlR