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1 min read

Unlock Your Potential: Balance Is The Key To Wealth - The Get Ready Podcast

On this episode of The Get Ready Money Podcast, I spoke with Dr. Preston Cherry, financial harmony expert, educator, and author about changing the way we think about money and finding balance. Key insights: 🔹 Give yourself permission to prosper. 🔹...

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2 min read

Women Should Feel Empowered With Their Money - The Get Ready Podcast

On this episode of The Get Ready Money Podcast, I spoke with Cary Carbonaro, financial advisor, speaker, author and female advocate about changing...

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man working at desk with laptop open writing in a notebook

2 min read

Why Policy Review Is Broken, And What We Can Do About It

Part 1 of 5 Insurance policy review isn’t broken because it fails to prevent claims. It’s broken because it’s become too expensive to maintain. Risk...

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1 min read

Rewrite Your Money Story Today - The Get Ready Money Podcast

On this episode of The Get Ready Money Podcast, I spoke with Tokiso “TKay” Nthebe author, speaker and podcast host about changing the way we think...

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2 min read

Policyholder Communications Management (PCM) in Insurance: A Journey Mapping Approach

In sales and marketing, understanding the buyer’s journey is fundamental. Businesses analyze where prospects stand in their decision-making process,...

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1 min read

These 10 Questions Will Help You Create More Educational Content

This guest content is from Roloff Consulting and appeared HERE One of the biggest challenges in creating educational content is figuring out what to...

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2 min read

Build Your Financial Dream Team - The Get Ready Money Podcast

On this episode of The Get Ready Money Podcast, I spoke with Alissa Maizes, Julie Pinkerton and Maxwell Schmitz about building your financial dream...

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4 min read

PDFs to Polished Data: The Hidden Costs of Manual Data Entry

Picture a junior underwriter spending two hours re-keying a 12-page statement of values. Multiply that by 40 accounts a week and all of a sudden you...

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4 min read

Guest Post: Litigation Finance (Litigation Funding) 101

This article first appeared HERE There has been significant press surrounding litigation finance as of late. Particularly, litigation finance has...

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2 min read

Improve Life Insurance Agent Success with Better Training!

On this episode of The Get Ready Money Podcast, I spoke with Derek Notman, Adam Holt and Dick Weber about changing the way we think about life...

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