Castuner

Advisor Talk

PPI - The advisor's premier partner for insurance

Advisor Talk is the premier podcast for insurance advisors where we dive into the real-world challenges and opportunities facing today’s advisors — from underwriting to succession planning, team building, and practice management.

Strona podcastu

Słuchaj w swojej aplikacji

Odcinki

11 odcinków

  1. What it really takes to move up market 32:56
  2. How AI is Changing the Referral Process 26:21
  3. Integrating Insurance Into a Wealth Practice 25:40
  4. Networking with Intent 27:05
  5. Buying a Book of Business 25:06
  6. Maximizing the Value of Your Practice 29:08
  7. Unlocking Your Team's Talent 22:33
  8. The Art of Advanced Underwriting 27:26
  9. Flourishing in the Age of AI 21:08
  10. The Succession Wake Up Call 25:08
  11. Advisor Talk: Grow Your Business and Better Serve Your Clients 1:19