Annuities seem to have a bad reputation, but many advisors and their clients don’t understand the potential benefits of annuities when they are correctly implemented in a holistic plan.
Is there a way to know that these tools have been correctly implemented within your client’s plan?
In this episode, Brad Swineheart speaks with Dominic Cursio, senior vice president of business development at Agatha Global Tech, LLC. Dominic shares the unique software solution for his clients called Annuities Genius and how the software helps his clients understand the process of annuities.
The two areas of concern that the Annuities Genius software helps solve
The main challenges for new representatives selling annuities in the industry
Three things he recommends for new advisors to learn to best help their clients
Why annuities have such a bad reputation––and why organizations are falling behind their competitors in the industry
Dominic Cursio: Dominic Cursio is a 20-year insurance industry veteran, with the bulk of that time being spent focused on increasing annuity awareness with consumers, insurance agents, financial advisors, distributors, and insurance carriers. Dominic has served as the Vice President of Business Development for Agatha Global Tech, LLC, one of the leaders in the FinTech space, and creator of Annuities Genius. Dominic is a family driven individual, spending time with his two children and volunteering as a coach and community supporter.
Have you achieved level ten wisdom in business yet?
If you seek more clarity and self confidence to build your business, this episode is for you!
In this episode, Brad Swineheart talks with Machen MacDonald, founder and strategic growth coach at ProBrilliance Leadership Institute to discuss how he has been working with advisors and entrepreneurs to refine their processes, habits, and action plans to achieve optimal results.
Why advisors need more help with confidence to avoid plateauing in business
The most common thing that’s holding advisors back from growth
Why the right activities need to be in place to generate opportunities
Machen MacDonald:For almost a quarter century Machen MacDonald has dedicated himself to helping business owners, sales professionals, financial advisers, and financial services executives discover their purpose and help them align their focus to achieve dramatic and measurable improvements both in business and in life.
His ability to develop systems, based on his clients’ mental and emotional foundation, for creating immediate and lasting change has made him a recognized expert in the world of coaching and peak performance.
Many advisors get stuck in a shiny object mentality where they see something working for another advisor so they jump from one tactic to the next.
In this episode, Brad Swineheart is joined by Chip Munn, CEO of Signature Wealth Group. Chip is the creator of the basis method and podcast host of Maximum Advisor, and he is here to discuss why advisors should be tracking their results to see what tactics are working for their business based on growth, rather than just replicating what others are doing and expecting the same results.
You will learn:
Why advisors should have a business framework within which to operate
The five parts of the basis method and how you can apply them
The organic growth changes this year—and what advisors should be focusing on
Tune in to learn more about the big focus for advisors to see results this year!