Exploring the Crossroads of Healthcare and Financial Management with Christine Simone (Ep. 23)
FAST Podcast - Financial Advisor Strategy Talks
Release Date: 09/13/2023
Choosing the Right Path: Individual Practitioner or Multi-Advisor Business with Dean and Candace (Ep. 42)
FAST Podcast - Financial Advisor Strategy Talks
There is no right or wrong way to develop a career as a financial advisor; it’s about finding what is right for you. In this episode, Candace and Dean discuss the major inflection points in a financial advisor’s career and the different paths one can take within the industry. They explore the pros and cons of being an individual practitioner or operating a multi-advisor business, as well as the importance of finding the right fit and working with good people. Connect with Dean Thurman: Connect with Candace...
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The Secrets to Making a Stellar First-Impression with Patrick Durst (Ep. 41)
FAST Podcast - Financial Advisor Strategy Talks
In this episode of the FAST Podcast, we dive into the art of making a stellar first impression with our guest, Patrick Durst. Patrick shares insights on mastering the first-time appointment, emphasizing how crucial it is to decide on your desired perception and target audience. This conversation reveals strategies to transform leads into loyal clients. You’ll also discover one of Patrick’s standout tactics: offering customized reports as a complimentary service to the community, a powerful method for lead generation. Don’t miss this episode packed with...
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Guiding Lights & Rising Stars: How Mentorship Shapes the Financial Industry with David Wood (Ep. 40)
FAST Podcast - Financial Advisor Strategy Talks
This episode of the FAST Podcast Candace and Dean welcome David Wood, the Founder of Gateway Financial Partners. David’s experience spans across several decades, marking him as a leader, and accomplished entrepreneur, and an influential figure in the financial landscape. The conversation explores the future of the financial services industry and the opportunities it presents. David discusses the changes happening in the industry and the factors driving growth and opportunity for financial advisors. He highlights the consolidation of firms, the need for financial advice, and...
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The Role of a Brand Evangelist in the Financial Industry with Diana Cabrices (Ep. 39)
FAST Podcast - Financial Advisor Strategy Talks
Diana Cabrices, Founder of Diana Cabrices Consulting, joins this episode of the FAST Podcast to reveal the secrets of being a Financial Brand Evangelist. Learn how Diana uses education and problem-solving to not only boost advisor awareness, but also drive leads and foster engagement. This episode is for you if: You’re a financial advisor looking to stand out from the crowd You want to attract new clients and build stronger relationships You’re curious about the power of content marketing in the financial industry And so...
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The Inside Scoop of a Game-Changing Merger with Alex Hug (Ep. 38)
FAST Podcast - Financial Advisor Strategy Talks
This episode Candace and Dean welcome Alex Hug, the CEO of Acquire Direct and Co-Founder of Leadjig. They discussed the strategic merger between Leadjig and White Glove and how the two companies are aligned in terms of vision, culture and founder mentality to propel their businesses forward. Beyond the merger, you’ll hear a compelling conversation between two industry leaders on: Adapting your marketing: Discover how to meet prospects where they are and tailor strategies for different audiences. The Alex Hug story: Gain insights into Alex’s...
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New Hosts & Fresh Takes with Dean Thurman and Candace Byrnes (Ep. 37)
FAST Podcast - Financial Advisor Strategy Talks
This episode marks a fresh start for the FAST Podcast as we welcome new co-hosts, Dean and Candace! Tune in to get acquainted and hear their exciting vision for the show moving forward. Dean, a seasoned financial advisor, brings real-world experience and insightful education to the table. Candace, a marketing and design expert, sheds light on why marketing is crucial for financial advisor growth. Together, they aim to deliver valuable and actionable content on practice management, specifically tailored to financial advisors’ needs. But it’s not all business!...
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Farewell Episode! What's Next for the FAST Podcast? with Lara Galloway (Ep. 36)
FAST Podcast - Financial Advisor Strategy Talks
In a heartfelt solo episode, our podcast host announces her departure from White Glove after six wonderful years. She reflects on her journey, the challenges that shaped her and the most impactful moments. But this isn’t the end, it’s a new chapter! She’ll also share what’s next for the FAST Podcast. Don’t miss this farewell episode! Connect with Lara Galloway:
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The Power of Connection: How Seminars Fueled Business Success with Kurt Stahl (Ep. 35)
FAST Podcast - Financial Advisor Strategy Talks
New to the town and lacking established connections, our guest craved a space filled with people genuinely interested in learning about financial planning. Seminars became his platform for connection, and he emphasizes that anyone can master them with preparation. Joining us today is Kurt Stahl, President at Gulf Coast Financial Planning LLC, who shares his journey of building a successful practice centered around seminar marketing. The key to a successful seminar, according to Kurt, lies in effectively linking the chosen subject matter to a broader...
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Modernize Your Practice: How Technology Can Breathe New Life into EP with Tim White (Ep. 34)
FAST Podcast - Financial Advisor Strategy Talks
Estate planning isn’t just about money; it’s about protecting assets, ensuring a smooth wealth transfer and shaping your legacy for future generations. Our guest on today’s episode challenges the status quo of estate planning, highlighting its importance and advocating for change. Financial advisors often overlook estate planning due to challenges like complexity and client resistance. Technology can overcome these obstacles, making it more accessible and engaging. Joining us today is Tim White, Co-Founder of Wealth.com, who emphasizes that estate planning...
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Marketing Tips for the Modern FinServ Firm with Johnny Sandquist (Ep. 33)
FAST Podcast - Financial Advisor Strategy Talks
Are you tired of the same old “holistic” and “fiduciary” buzzwords in financial services branding? Our guest on today’s episode urges you to break free from industry cliches and find inspiration for your brand in unexpected places. Think beyond the suits and charts — what resonates with your target audience in the real world? But it’s not just about ditching the jargon. This episode is packed with actionable tips for building a modern financial services brand. Joining us today is Johnny Sandquist, CEO of Three Crowns Marketing, who emphasizes the importance of...
info_outlineHealthcare and finance are two essential pillars of our society that are inextricably linked, often in ways we may not fully understand. Today, we explore the intersection of these two vital sectors.
It’s not news that healthcare ranks high among individuals’ financial worries. After all, the saying “If I don’t have my health, I don’t have my wealth” holds a lot of truth. The costs associated with medical treatments and wellness can significantly impact our financial well-being.
In this episode, we sit down with Christine Simone, CEO and Founder of Caribou, a software solution for the financial industry, to discuss how to slash the hidden incentives in the healthcare industry to support smarter financial decision-making.
Understanding your health benefits is a crucial step in managing your finances wisely. By grasping the ins and outs of your healthcare coverage, you become less susceptible to overspending. But here’s the real question: How are financial professionals actively preparing for the curveballs that healthcare costs throw at us? How are they guiding their clients towards not only financial stability but also healthier lifestyles?
In this episode, you’ll learn key concepts on:
- Equipping yourself with tools to initiate conversations about healthcare with clients
- Maintaining 19 touchpoints per year to pave the way for fruitful referrals
- Understanding the interplay between healthcare and finance
- Shifting from reactive to proactive healthcare management
- And more!
Connect with Lara Galloway:
Connect with Christine Simone
About our Guest:
Although she’s years away from her own retirement, Christine Simone is obsessed with helping current and future retirees plan for and optimize their healthcare costs. She’s held notable leadership positions within the healthcare industry working with key stakeholders from payers to providers to the Veterans Affairs. Now, Christine is the CEO & founder of Caribou, a software solution for the finance industry. She’s driven by her passion to slash hidden incentives in healthcare to support smarter financial decision-making, and she is within the small fraction of women founders who have raised venture capital.