info_outline
Building a Holistic Financial Practice: Beyond Medicare and Life Insurance with Cory Procter
06/03/2025
Building a Holistic Financial Practice: Beyond Medicare and Life Insurance with Cory Procter
In this episode, Chris Newberry from The Brokerage joins Cory Procter, founder of Pro Capital, to explore what it means to take a truly holistic approach to financial practice. Chris emphasizes that advisors must go beyond selling just Medicare or life insurance, advocating for a broader suite of services that meet clients’ evolving financial needs. Cory shares his powerful personal journey from financial instability to building a career in wealth management, highlighting the value of long-term planning, managing through market volatility, and conducting regular financial reviews. He sheds light on common issues such as probate pitfalls and the importance of naming contingent beneficiaries—details that are often overlooked but critical to effective planning. Together, they stress the need for advisors to offer a diverse menu of financial services and to prioritize ongoing education for both themselves and their clients, to deliver real, lasting value. All the information you can need about Pro Capital can be found on Cory's website, . Or check out his podcast, The Pro Capital Show Wisdom & Wealth, on or . Learn more about partnering with The Brokerage Inc. by visiting our website, . Remember to like, share, and subscribe to our show! New episodes are available every Tuesday. Join our Community! LinkedIn: Facebook: Instagram: YouTube: Website:
/episode/index/show/brokerlink/id/36846745
