Get Ready: Before Life Happens Podcast

Send us Fan Mail “ It’s easy when you meet new people, when you’re at a conference or something, to start feeling like you need to be marketing yourself, telling them who you are. Instead, ask questions and learn who they are. If you listen, you make the other person feel great and so you’ve made a connection. And you’ll learn something. ” -Kerry Hannon “ A key thing is to always pay yourself firs...

Send us Fan Mail “ Social duty is part of shareholder value. Maximizing shareholder value is empty, yes, you have a responsibility to do that, however there’s lots of different ways to do that, you don’t have to sacrifice one for the other, you can create a ton of value by implementing loss control in other things into your insurance mission statement ” Nick Lamparelli In this episode of Get Ready...

Send us Fan Mail “ Work hard & insure your income ” Jack Schmitz “ Challenge yourself to think about others who’ve had major health issues. You can live through a lot and there’s no need to suffer financially on your road to recovery. ” Maxwell Schmitz In this episode of Get Ready!, I spoke with Jack Schmitz, President of DI & LTC Insurance Services and Maxwell Schmitz, Insurance Resource...

Send us Fan Mail " The bottom line is the Golden Rule, try to do the best thing for the client, treat them just like you want to be treated. And, really be passionate about what you do" - Mike Pepe In this episode of GET READY!, I spoke with Mike Pepe, founder of Proformex ( here ) about Proformex’s life insurance policy management system. We discussed how Proformex utilizes technology t...

Send us Fan Mail "Every interaction is a learning opportunity.  Listen to your audience/customer, irrespective whether you are a business or are an employer, attempt to truly learn more about your user base or your team. The more you understand the need, the better you will be able to serve." Roshni Chowdhry "Financial literacy is the first step, you then need to take action, and to...

Send us Fan Mail Educate Yourself: Whether you are an advisor or a consumer, take advantage of available resources - Neil Granger In this episode of GET READY!, I spoke with Neil Granger who specializes in the identification and prevention of elder financial abuse. Neil and I discussed best practices for insurance agents, common fraud techniques and elder financial abuse legislation. Neil shared h...

Send us Fan Mail Any analysis should be measurable and quantifiable - David Paul If you stay optimistic and you are willing to work hard and keep at it and not give up, I think it will be really hard to fail - David Paul   In this episode of GET READY!, I spoke with David Paul who specializes in the analysis of insurance company financial performance trends. David and I discussed trends with insur...

Send us Fan Mail Welcome to Episode 4 of the GET READY! With Tony Steuer podcast in partnership with Insurance Nerds. “Keep your mind open to new perspectives and possibilities to help people” - Emily Adams “For every initiative, think about how you can help others, rather than what you can get out of it” - Sharon Bially In this episode of GET READY!, I spoke with public relations and marketings e...

Send us Fan Mail Welcome to Episode 3 of the GET READY! With Tony Steuer podcast in partnership with Insurance Nerds. In this episode,  of GET READY!, I spoke with Chris Hall about the blending of technology with human advisors, strategic partnerships and trends. Chris shared how his firm blends a fintech approach with human lawyers to create a streamlined approach to estate planning. The key is b...

Send us Fan Mail Do you know how to build your business? What is the future for the financial services industry? How does being focused on the client make you stand out? In this episode, Tony spoke with Bob Bingham. Bob is the co-founder of the wealth management firm, Bingham, Osborn and Scarborough. He founded the firm in 1985 with his Amherst College classmate Ed Osborn. BOS now manages close to...

Send us Fan Mail Do you know how to build your brand? What is the future for long-form content and books? Are you prepared for the future of marketing yourself and your company? In this episode, Tony spoke with Tanya Hall. Tanya is the CEO of Greenleaf Book Group , author of " Ideas, Influence, and Income " and one of the reasons Tony is a published author and now a podcaster. Tanya disc...