1 min read
On this episode of The Get Ready Money Podcast, I spoke with Matt Goren, a leader in developing industry leading financial education about changing the way we think about financial planning education. In this episode we discussed: How psychology...
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3 min read
Nothing torpedoes underwriting productivity faster than an inbox full of half-completed PDFs, stray spreadsheets, and email chains that stretch for...
1 min read
On this episode of The Get Ready Money Podcast, I spoke with Jessica Moorhouse, author, money expert and podcast host about changing the way we think...
2 min read
Fritz Merizon: Jun 22, 2025 11:45:18 AM
At this year’s The Future of Insurance USA 2025 in Chicago, the message was clear: insurance is undergoing a fundamental transformation. All...
10 min read
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Nicholas Lamparelli: Jun 21, 2025 10:37:36 AM
Understanding MGAs: A Critical Player in Insurance In today's complex insurance landscape, Managing General Agents (MGAs) play a pivotal role that...
2 min read
This article was originally published by Dani Kimble in her email newsletter and is reprinted here with permission. Dani is an expert brand marketer...
2 min read
Yehuda Daniel Katz: Jun 19, 2025 12:15:15 PM
In Part 1, I talked about how bloated workflows and weak infrastructure drag down insurance operations. Today, let’s talk about where that...
1 min read
On this episode of The Get Ready Money Podcast, I spoke with Shelby Nicholl, Founder of the Muriel Network and host of the Kick It Open Podcast about...
3 min read
Come as you are, as you were As I want you to be As a friend, as a friend… Take your time, hurry up Choice is yours, don't be late Take a rest as a...
1 min read
On this episode of The Get Ready Money Podcast, Michael Gandara, the Founder of Nurse Michael Travels joined me to talk about changing the way we...
