Profiles in Risk

In this episode we get a unique perspective from someone who brings in a unique and refreshing ideas for opportunities leveraging emerging technologies within Commercial Broker segment

“Sheryl says the role of a financial advisor is one of the most important jobs but there is a segment of the industry that operates like the gunslingers of the Wild West, we don’t have the rules and regulations to protect those who we are supposed to be serving - I couldn’t have said it better myself.” President Barack Obama recognizing Sheryl during a 2015 speech”. We have to know who are resources are and how to tap in to them, know what kind of tools and strategies that we could get into. And how to find these people. Sheryl Garrett. In this episode, Tony Steuer spoke with Sheryl Garrett, Founder of the Garrett Planning Network about being a trailblazer in the financial planning industry and building a network of fee-based financial planners. We also discussed Sheryl’s work as an advocate for the an authentic fiduciary standard and higher standards of care. Lastly, wee covered the unique challenges and opportunities for women in the financial services industry. Please subscribe to the GET READY! With Tony Steuer podcast,Bio: Sheryl Garrett is the founder of Garrett Planning Network and has been dubbed "The All-American Planner," because of her zealous mission to "help make competent, objective financial advice accessible to all people." Sheryl is Consistently recognized as one of the most influential people in financial planning. Sheryl has also been honored to work with the House Subcommittee on Financial Services regarding predatory lending regulation and has testified before Congress on financial literacy and Social Security reform. In addition, Sheryl has authored, co-authored or served as a technical editor on over a dozen books and several magazine columns. These books include Garrett’s Guide to Financial Planning, Just Give Me the Answer$, Money Without Matrimony, Personal Finance Workbook For Dummies, A Family’s Guide to the Military For Dummies and Investing in an Uncertain Economy For Dummies.

You may have seen an "explainer video". Here is one:https://youtu.be/dtGhGxkqGUcI once downloaded software to create my own explainer video, from which I created JUST ONE before I decided I would look to outsource going forward. Why? As much as I like them, it was harder and more time consuming than I thought.In this episode, I discuss Explainer Videos with someone who specializes in them, Charles Alexander. We discuss not only what an explainer video is, but actually how to make one and why it makes sense to outsource it...as I did.CONNECT WITH CHARLES:LinkedIn - https://www.linkedin.com/in/yourcharlesalexander/ Homepage - http://www.yourcharlesalexander.com/  BOOKS RECOMMENDED BY CHARLES:Psycho-Cybernetics by Maxwell Maltz -  https://amzn.to/37uiuQL Deep Work by Cal Newport - https://amzn.to/37snipU Compound Effect by Darren Handy - https://amzn.to/37snipU The Power of Habit by Charles Duhigg - https://amzn.to/2sTa32i Books by Seth Godin - https://amzn.to/2GjPFuv ********************************************************************************************* Subscribe to Profiles in Risk at:Buzzsprout RSS: http://www.buzzsprout.com/87086 Google Play: https://goo.gl/WMAvW4 iTunes: https://goo.gl/7SqwvP Overcast: https://goo.gl/8b4cbD Spotify: https://goo.gl/niAbGN Stitcher: https://goo.gl/DmE7Mi YouTube: https://goo.gl/1Turar

“It’s easy when you meet new people, when you’re at a conference or something, to start feeling like you need to be marketing yourself, telling them who you are. Instead, ask questions and learn who they are. If you listen, you make the other person feel great and so you’ve made a connection. And you’ll learn something.” -Kerry Hannon“A key thing is to always pay yourself first. It’s really easy, you’re paying bills and you forget to save, to invest, to put money aside for you - you’re not saving for retirement, you’re saving for life.” - Kerry HannonIn this episode of Get Ready!, I spoke with Kerry Hannon, Author, Speaker and Career Strategist about mid-life career transitions. We also discussed Kerry’s “She Leads Workshops”, that facilitates women having conversations with other women to raise awareness of issues and challenges they face in securing, protecting and growing their wealth. Lastly, we covered Kerry’s advocacy work and testimony to Congress on older workers and the changing workscape, as well as the importance of women taking charge of their own financial planning. Connect with Kerry Hannon:LinkedIn: Kerry Hannon - https://www.linkedin.com/in/kerryhannon/ Website: https://kerryhannon.com/ Subscribe to Get Ready! with Tony Steuer:Google Play - http://bit.ly/35oGBi5  iTunes - https://podcasts.apple.com/us/podcast/get-ready-with-tony-steuer/id1480046083 YouTube - https://www.youtube.com/playlist?list=PLk-tMK8a6LBOrln5BOoWUrW-PV7nE9MlR Spotify - https://open.spotify.com/show/4R8kE65GnCIeGr9WsxnsTm Buzzsprout - http://www.buzzsprout.com/530449 Bio: Kerry Hannon is a nationally recognized strategist on career transitions, entrepreneurship, personal finance and retirement. She is a frequent keynote speaker,  and TV and radio commentator. Kerry is the author of 13 books, including Never Too Old To Get Rich: The Entrepreneurs Guide To Starting a Business Mid-Life, Great Jobs for Everyone 50+, Money Confidence, Getting the Job You Want After 50 and Love Your Job: The New Rules for Career Happiness. She is an expert columnist and regular contributor to The New York Times, PBS website Next Avenue.org, Forbes and MarketWatch. 

In this episode of Profiles in Risk, we catch up with Adjunct Advisors founder, Meg McKeen. We discuss what she has been up to and introduce her new podcast Bound & Determined...as described on the website - "Holding space for women in insurance to learn from, grow with and celebrate one another"Connect with Meg McKeen - https://www.linkedin.com/in/megmckeen/ Adjunct Advisors Homepage - https://www.adjunctadvisors.comPodcast - https://www.adjunctadvisors.com/podcast 

In this episode, Rob aka The Most Interesting Man in Insurance shares what he got right AND wrong with his 1st book and gives us sneak peek of what he plans to cover in Book no 2 ...Connect With Rob - https://www.linkedin.com/in/rob-galbraith-8707aa1/The End of Insurance as We Know It - https://amzn.to/36C9ZCO

“Social duty is part of shareholder value. Maximizing shareholder value is empty, yes, you have a responsibility to do that, however, there are lots of different ways to do that, you don’t have to sacrifice one for the other, you can create a ton of value by implementing loss control in other things into your insurance mission statement ” Nick LamparelliIn this episode of Get Ready!, I spoke with Nick Lamparelli, Partner, Blogger and Podcaster with Insurance Nerds and Chief Underwriting Officer of reThought Insurance about the value of building an online community for the Insurance Industry. We also discussed how millennials are changing the insurance industry. Also covered is the impact for reThought Insurance of being a tech-centric MGA. Connect with Nick Lamparelli:LinkedIn: Nick Lamparelli (www.linkedin.com/in/nicklamparelli/)Websites: Insurance Nerds (www.insnerds.com) reThought Insurance (www.rethoughtinsurance.com)Please subscribe to the GET READY! With Tony Steuer podcast. 

In this episode of Profiles in Risk, Bryan Falchuk returns and we discussed his new book The 50 75 100 Solution: Build Better Relationships. In any relationship, whether professional, romantic, family, friendship or some other type, there are two sides to the story - yours and theirs. And in some of these, the dynamic is difficult and we wish for things to be better.What if there was a way to have healthier relationships? For tough ones, what if you could make them easier, even if you think you aren't the cause of the problem? And for those that are already ok, what if you could make them happier, healthier and more fulfilling?Subscribe at:Buzzsprout RSS: http://www.buzzsprout.com/87086Google Play: https://goo.gl/WMAvW4iTunes: https://goo.gl/7SqwvPOvercast: https://goo.gl/8b4cbDSpotify: https://goo.gl/niAbGN Stitcher: https://goo.gl/DmE7MiYouTube: https://goo.gl/1Turar HOW TO CONNECT WITH BRYAN:LinkedIn - https://www.linkedin.com/in/bryanfalchuk/Insurance Evolution Homepage - https://insurance-evolution.com/BOOKS:The 50 75 100 Solution by Bryan Falchuk - https://amzn.to/35dDAAX Open Heart, Clear Mind by Thubten Chodron - https://amzn.to/39vAuvo  

This episode is a replay of a conversation that Tony and Nick had with Bryan Falchuk. Bryan is a best-selling author and insurance professional. We discussed insurance, claims, consulting, health and weight loss and his book Do A Day. This video is a teaser for the New Year's day special where Nick interviews Bryan about his new book. Stay Tuned!CONNECT WITH BRYAN - https://www.linkedin.com/in/bryanfalchuk/DO A DAY book - https://amzn.to/2sosoEt

This is a replay of episode 19. In this episode, Carly and Tony discuss microinsurance with Richard Leftley, founder and CEO of MicroEnsure, a global microinsurance specialist based in London.Connect with Richard Leftley - https://www.linkedin.com/in/richardleftley/MicroEnsure Homepage - https://microensure.com/Subscribe at:Buzzsprout RSS: http://www.buzzsprout.com/87086Google Play: https://goo.gl/WMAvW4iTunes: https://goo.gl/7SqwvPOvercast: https://goo.gl/8b4cbDSpotify: https://goo.gl/niAbGN Stitcher: https://goo.gl/DmE7MiYouTube: https://goo.gl/1Turar