Tips from the Top with Tom Wall, PhD
Tips from the Top
Join host Joe Mallee in a compelling conversation with Tom Wall, PhD-- a seasoned authority in the field of financial planning, an accomplished speaker, and a published author. In this episode, Joe and Tom tackle crucial elements of family financial security and the complexities surrounding whole life insurance. They examine the indispensable role of protecting one’s family amid dynamic financial environments. Together, they shed light on the frequently overlooked advantages of whole life insurance within comprehensive long-term financial plans. Tune in as the duo navigates through...
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Tips from the Top with Bonnie Godsman
Tips from the Top
In this engaging episode of "Tips from the Top," host Joe Mallee welcomes Bonnie Godsman, the dynamic President of Finseca and CEO of Gama International. Godsman shares her intriguing journey from a politically enthusiastic student to a leading figure in the financial services industry. She delves into the complexities of merging GAMA and AALU, maintaining their distinct brands while expanding their global influence in over 30 countries. Godsman passionately discusses the importance of advocacy in financial services, emphasizing the need for a unified voice in political spheres, and the...
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Tips from the Top with Jim Boyd
Tips from the Top
In this inspiring episode of "Tips From the Top," host Joe Mallee sits down with Jim Boyd, a seasoned financial advisor with a compelling personal and professional journey. Boyd shares his transition from a lackluster job in the power tools industry to a fulfilling career in financial services, starting with his early days helping public school teachers with their 403(b) plans. He recounts the challenges of starting anew in the physician market, emphasizing the importance of mentorship, adaptability, and the human connection in financial advising. Boyd's story takes a poignant turn as...
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Tips from the Top with Amy Jamrog
Tips from the Top
In this enlightening episode of "Tips from the Top," host Joe Mallee engages with Amy, a distinguished financial advisor known for her unique approach to client selection and sophisticated financial planning. Amy delves into her criteria for choosing clients, emphasizing the importance of emotional and situational factors over mere assets and wealth. She shares her preference for working with clients undergoing significant life transitions, such as retirement, career changes, or personal upheavals. The conversation also explores Amy's distinctive client characteristics, including...
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Tips from the Top with Tom Henske
Tips from the Top
In this enlightening episode, Joe Mallee converses with financial expert Tom Henske about the crucial role of parents in shaping their children's financial understanding. Henske, author of "It Makes Total Cents: 12 Conversations to Change Your Child's Financial Future," delves into the importance of engaging, non-threatening discussions between parents and children on topics like finance, aiming to create a comfortable and educational environment at home. He shares innovative strategies to make finance interesting for the younger generation, emphasizing the use of popular platforms like...
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Tips from the Top with Tommy Schaff
Tips from the Top
Tune in to this episode of Tips from the Top to hear Tom "Tommy" Schaff's remarkable story. Tommy is the founder of Major League Sales, with an impressive 30+ years’ experience working with financial professionals. Where are you today? Where to you want to be down the road? Tommy's services demonstrate incredible potential for financial professionals, unlocking the possibility to generate an extra six-figure income while driving their ambition to progress their business further. Joe Mallee values collaboration highly, and Tommy is a testament to that as he has partnered...
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Tips from the Top with Abigail Spaulding
Tips from the Top
“Financial Professional” isn’t your first choice of career path? It wasn't Abby’s either, and now she is a leading female advisor. In this episode of Tips from the Top, Joe introduces longtime friend Abigail (Abby) Spaulding. Abby is president & co-founder Continuum Planning Partners. Abby discusses how the advisor-client relationship differs from other industries and how it can be an intimate relationship that goes beyond transactions. Furthermore, she speaks to how hungry the market is for fee-based planning as well as her own personal standards for clients that are always evolving...
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Tips from the Top with Mike Carter
Tips from the Top
Turns out, most business owners don’t know the value of their business. Do you? Joe Mallee explains that good planning for growth & transition cannot be done without first, knowing the value of your business. In this episode of Tips from the Top, Joe introduces longtime friend Mike Carter: Founder & CEO of BizEquity. After a journey to perfect the process, Mike established BizEquity with the mission to democratize the business-data industry for the small business owner. BizEquity kicked-off as the first and leading cloud-based online business valuation system + engine for small...
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Tips from the Top with John Cane
Tips from the Top
John has emerged among the leaders in the financial services industry and is President/CEO of Cane Financial Group. His knowledge and commitment to building long-term relationships have earned him numerous industry awards recognizing his accomplishments and service. John has been with MassMutual Eastern PA for 32 years and continually earns a spot as top producer and Blue-Chip qualifier. John graduated from Lehigh University with a degree in Economics and began his financial services career in 1986. We hope this episode helps you take the next impactful step in your practice. ——...
info_outlineIn this engaging episode of "Tips from the Top," host Joe Mallee welcomes Bonnie Godsman, the dynamic President of Finseca and CEO of Gama International. Godsman shares her intriguing journey from a politically enthusiastic student to a leading figure in the financial services industry. She delves into the complexities of merging GAMA and AALU, maintaining their distinct brands while expanding their global influence in over 30 countries. Godsman passionately discusses the importance of advocacy in financial services, emphasizing the need for a unified voice in political spheres, and the critical role of organizations like Finseca in shaping policy. The conversation also touches on personal growth, the power of mentorship, and the significance of grassroots movements in influencing policy. Godsman's insights into the challenges and triumphs of leading a major financial organization, coupled with her vision for a more inclusive and impactful financial advisory sector, make this episode a must-listen for anyone interested in leadership, advocacy, and the future of financial services.
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Useful links from this episode:
• MassMutual Eastern Pennsylvania
• GAMA Global
• Finseca
Connect with us:
• Joe Mallee: LinkedIn
• Bonnie Godsman: LinkedIn
Thank you so much for listening to this podcast episode #TipsFromTheTop
CRN202702-6001689