Nov 19, 2021

Can a fintech solution help your clients keep their cash safe but grow it faster than a bank? Today we talk with Michael Nelskyla, founder and CEO of SAVE about his solution. Michael was a pioneer in creating custom indices for insurance products and will talk about the overlap in customer needs and expectations...

Nov 12, 2021

Prior guests on the show have expressed a desire for someone to objectively talk about the retirement crisis and the positive role annuities can play in solving it. That person has arrived. Today, we talk with Doug Orchard, an independent film maker who is about to release "The Baby Boomer Dilemma" at a theater near...

Nov 5, 2021

What's the first thing we do today when we're about to meet with someone for the first time? We Google them.

What do your clients find when they Google you? More often than not, your profile on major social media platforms like LinkedIn will come up before your own website.

Today, Robert Knop, CEO of Assist You Today,...