Client Engagement Advisors: Your Clients’ Legacies Are More Than Numbers You’re the financial expert. You’re the person your clients turn to in order to determine…Ben YoungerJanuary 27, 2020
Business Building Four Reasons the Time for Succession Planning is Now When your business is at the top of its game, retirement and succession planning is…Ben YoungerAugust 22, 2019
Uncategorized 7 Money Lessons to Teach Your Kids Over the past few years, I’ve posted a number of blogs on the topic of…Ben YoungerAugust 22, 2019
Insurance News The Financial Advisor Dilemma Disruptive innovation is happening all around us. And with the advancement of artificial intelligence (AI)…Ben YoungerAugust 22, 2019
Beneficiaries You Are Your Legacy “Be the change you wish to see in the world.” The quote is attributed to…Ben YoungerAugust 22, 2019
Beneficiaries A Financial Trust is a Flexible and Smart Legacy Solution When planning your legacy and thinking about your family’s future, you may want to consider…Ben YoungerAugust 22, 2019
Best Practices Consumer Data Tells a Story: Use it to Inform Your Business Strategy Big data rules the digital marketing roost. Interpreted correctly, it explains what makes consumers tick.…Ben YoungerAugust 22, 2019
Client Engagement Who’s Driving, Anyway? Insurance Pros Should Give Keys to Consumers Customers need to be in control of how they engage with the insurance industry. Positioning…Ben YoungerAugust 22, 2019
Insuretech & Technology When You Need to Innovate But Don’t Have the Resources Most insurance companies can’t afford to develop solutions in-house Insurance companies are stretched thin. With…Ben YoungerAugust 22, 2019
Insurance News Leveraging Tech-Innovation is Paramount for Insurers We know the insurance industry is facing change because we can hear the disrupters knocking…Ben YoungerAugust 22, 2019
Insuretech & TechnologyUncategorized Harnessing Disruption in the Insurance Industry When it comes to industry disruption, there’s no question that entertainment and transportation are prime…Ben YoungerAugust 14, 2019
Client Engagement Does an Insurance Carrier and Consumer Relationship Make Sense? There’s a growing trend in today’s marketplace that surpasses all industry boundaries and supersedes any…Ben YoungerAugust 14, 2019