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Episode 5: Differentiating your agency to attract the right advisors

Episode 5: Differentiating your agency to attract the right advisors

FromMDRT Podcast


Episode 5: Differentiating your agency to attract the right advisors

FromMDRT Podcast

ratings:
Length:
11 minutes
Released:
May 9, 2016
Format:
Podcast episode

Description

MDRT brings you the Agency Principal Series, a five-episode podcast series recorded at NAILBA 34 for agency principals and advisors. Industry leaders share their perspectives on the state of the business, leaving you with takeaways to thrive in the changing landscape. In this final episode, learn about the importance of a value proposition in the independent space.

Panelists include:
• Moderator: James Douglas Pittman, CLU, CFP, MDRT Second Vice President
• Brian Winikoff – President and CEO, Crump Life Insurance Services
• Ben Nevejans – President, LifePro Financial Services Inc.
• Victoria “Tori” Van Dusen-Roos – Principal and Head of Operations, Diversified Brokerage Services Inc.
• Ryan Pinney – Vice President, Sales and Marketing, Pinney Insurance Services
• Gonzalo Garcia – Partner, AgencyONE LLC

The Million Dollar Round Table® (MDRT) does not guarantee the accuracy of tax and legal information and is not liable for errors or omissions. You are urged to check with tax and legal professionals in your state, province or country. The MDRT also suggests you consult local insurance and security regulations and compliance departments, pertaining to the use of any new sales material with clients. Copyright 2016 Million Dollar Round Table.
Released:
May 9, 2016
Format:
Podcast episode

Titles in the series (100)

In this EXCEL Award-winning series, hear thoughts and suggestions from top MDRT members on issues that financial and insurance professionals encounter in their careers. Contact us at podcast@mdrt.org. MDRT diversity statement: https://www.mdrt.org/diversity-statement The Million Dollar Round Table® (MDRT) does not guarantee the accuracy of tax and legal information and is not liable for errors or omissions. You are urged to check with tax and legal professionals in your state, province or country. The MDRT also suggests you consult local insurance and security regulations and compliance departments, pertaining to the use of any new sales material with clients. Examples are for educational purposes only. Copyright Million Dollar Round Table.