
Through Jason and Dave’s perspectives as advisors, mentors, and entrepreneurs, you’ll learn from their guests on actionable planning strategies to grow your business and streamline your process, all while improving your client experience. Tune in for special appearances from occasional guest hosts as they interview our subject matter experts!
| Publishes | Weekly | Episodes | 117 | Founded | 7 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessInvestingManagement | |||

Major life transitions often become inflection points in advisor-client relationships, moments where trust either deepens or dissolves. Join host Kirsten Schlumbohm, Vice President and Head of Annuity Sales at C2P, as she sits down with Grace Nichols... more
What experience have you had either directly or indirectly when it comes to caring for an aging loved one? During this live recording from A Woman's Clarity® forum, we discuss the realities of long-term care and how to help your clients prepare for i... more
As the population ages, more families are facing the realities of caregiving, and financial advisors are often the first to see it unfold. Join host Kirsten Schlumbohm, Vice President and Head of Annuity Sales at C2P, as she sits down with Bill Cohen... more
The economic landscape is shifting, and you’re probably hearing a term you haven't encountered in decades: stagflation. This toxic combination of slow growth, rising inflation, and increasing unemployment presents unique challenges for your practice ... more
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Great insights into asking better questions, and ideas for when to ask them. Awesome content! Dave is a great host, and Jody had some awesome experience and tips to share. I got more out of this 40 min podcast then I've gotten from most of the sales books I’ve read. Keep it up guys!!










Listeners, social reach, demographics and more for this podcast.
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