show episodes
 
From Arleen and Ted Taveras the founders of Insurance Licensing Services of America, Inc. (ILSA) comes Spot On Insurance, a weekly podcast shedding light on all matters pertaining to the industry. Guests will include regulators, agency principals, captive managers, industry attorneys, and licensing coordinators. Discussions will range from basic insurance coverage explanations to complex regulatory challenges.
 
Steph McGovern and an expert panel discuss major global business trends, their impacts on the insurance industry and the challenges they pose to insurance brokers. At a time when business and technology are constantly changing, which fundamental worldwide shifts will have the greatest impact on businesses, and entire industries? What risks do we need to mitigate against, and which changes offer the most exciting opportunities? A podcast series by Allianz Insurance. Want to find out more abou ...
 
321 Biz Dev LLC is the number one bilingual (English and Spanish) consulting firm in the world offering sales systems and business development services for attorneys, CPAs, plastic surgeons, dentists, insurance brokers, real estate brokers.321 Biz Dev helps any small business owner with a sales function who wants to increase performance, productivity and profitability using superior business development and sales training tools. Podcast episodes focus on the four main sales functions: contac ...
 
Pete Tessier & Curt Wyatt host the leading podcast about Insurance. Whether it's home insurance, auto insurance, business, people, insurance companies or more the Insurance Podcast discusses the relevant issues within the P&C insurance sector. From CEOs, to insurance brokers, VPs, owners, innovators, the podcast will feature those within the insurance industry who lead change. This podcast also considers the future with social media, consumer facing, fin-tech or startups, or AI, we will shed ...
 
Journey Of The Successful Adviser is created for you - the adviser, the entrepreneur, and those aspiring to be one. If you're looking for inspiration, education and empowerment to help you keep moving toward your goals, whether you're on the way to work, on the way home, or during your 'down time', James McCracken brings you real-life stories of triumph and tribulation from many of today's most inspiring advisers and entrepreneurs. Each episode ends with the PD ROUND, where guests share nugg ...
 
The Housing News podcast explores the most important topics happening in mortgage, real estate and fintech. Each week a new mortgage or real estate executive joins the show to add perspective to the top stories crossing HousingWire's news desk. Hosted by Clayton Collins and produced by Alcynna Lloyd.
 
Advisor Talk with Frank LaRosa offers unfiltered guidance and advice for financial advisors, wealth management professionals, and entrepreneurs alike who are interested in maximizing both their business and personal potential. Informed by Frank's unique insights and his personal conversations with industry leaders, the dynamic discussion topics of Advisor Talk include business ownership, leadership, practice management, transition and recruiting, marketing and branding, as well as a host of ...
 
The Property Show podcast is presented by property journalist Louisa Fletcher and mortgage expert Andrew Montlake, to bring you a fun and down-to-earth look at all things property. Whether you’re buying, selling, renting, letting or need a mortgage, with their unbiased view of the housing market, there’s something for everyone. Lou and Monty will show you that property doesn’t need to be dull and boring but it can be interesting and fun. If you’re looking for a different take on property and ...
 
There are a lot of real estate podcasts out there, most of which focusing on the residential fix and flips or wholesaling, but Kevin Bupp believes there's a smarter way to build long term cash flow and generational wealth. On the Real Estate Investing For Cash Flow podcast, you'll learn firsthand how the most successful commercial real estate investors in the world have learned to leverage their multifamily and commercial properties to create a steady stream of passive income. We'll spend ti ...
 
2nd Generation Insurance Broker/Agent. Boutique Family Owned and Operated Service. Father and Son giving unique perspective on the #insurance marketplace. (212) 687-2525, aaron@gordoncompanies.com #idgat50 #futureinsurance #millenial #trustedadvisor
 
The Mortgage & Property Podcast is presented by Coreco MD, and two-time Mortgage Personality of the Year award winner, Andrew Montlake, and is the original Mortgage Industry Podcast, started in 2014. Join Monty and an array of special guests, business leaders, journalists, property experts, and personalities for a show that investigates & discusses the latest news and views in the mortgage and property markets, as well as the general economy and financial world. All delivered in a down-to-ea ...
 
Property Management Brainstorm provides tips and advice to property managers, homeowners, and property investors about renting and managing their residential investment properties, tenants, and vendors. This podcast series is conducted in an interview discussion format by Bob Preston – president, owner and real estate broker of North County Property Group, a top ranked San Diego property management company. Bob interviews top professionals and experts in their respective fields related to th ...
 
As a broker you understand the need for life and health insurance, but clients may need a little help. Assurity sits down with the insurance pros to get valuable tips on targeting, prospecting techniques, sales strategy, and more. Tune in every other week for new tips to grow your business. We’re listening. Tell us what you’d like to learn about next: podcast@assurity.com
 
Knowledge is power. And in today’s turbulent (re)insurance marketplace, having timely and informed insights is fundamental to making successful decisions. These GCCapitalIdeas.com podcasts are your newest tool for keeping pace with the changing nature of risk and are a featured component of our intellectual capital site that was just awarded "Reinsurance Broker Inititative of the Year" at the 2009 British Insurance Awards.
 
Business Risk Managers, CFOs, insurance distributors just like you are seeking guidance as businesses manage the evolution and impacts of COVID-19. Managing risks is Zurich’s business. This podcast brings together some of our key risk management leaders to share their valuable knowledge to help you manage day-to-day operations as you navigate the growing risks associated with the coronavirus and plan strategies for protecting your businesses, employees and the communities you serve. For addi ...
 
The Insurance Marketing and Advertising Podcast is produced in conjunction with the Insurance Marketing and Advertising Summit, set for Nov. 3, 2006 in New York City. The conference is a joint production of the Insurance Media Association and the A.M. Best Company. It focuses on best practices and current strategies for agents, brokers, carriers, reinsurers and other insurance-related organizations. Details are available at http://www.insurancemedia.net
 
The world as seen by Realtors. The All Pro Homes Audio Experience is the premiere resource for Realtors trying to grow their business. You'll hear tips, tricks, practical advice, trainings, info from industry professionals, social commentary...and probably lots of sports stuff too. You'll hear dedicated content like Hour 91, Ask The Managing Broker, interviews, training sessions & much more. You just finished your 90 hours of study. Now what?
 
Straight talk about Real Estate Investing, Entrepreneurship and Wealth Building! Learn how to Flip Properties today by going to by enrolling with FLPPD University to begin your journey. Click this Link and/or visit us at https://www.youreoneflipaway.com Are you a Realtor in search of a greater way to grow your business? How about joining the New Centuri Team at EXP Realty. Broker & Builder has combined forces with EXP Realty and we are currently expanding in all 50 States in the United State ...
 
There’s been a lot of uncertainty and change for all of us right now. In this new upbeat podcast, David Buik, Richard Matthews and Michael Wilson ask the big questions to leaders in their fields, from the worlds of business, culture, finance and sport. Please join us and find out the secrets to their success in these challenging times. Thank you to our sponsors Speakerbus and Hampden & Co Bank. Great Wave of Change podcast is produced by Genevieve Sulway from Salty Paradise Productions.
 
Real estate investing can mean so many different things to people working in so many different areas of real estate. One thing they can all agree on is that the journey always starts out with the rush, the thrill of making a new investment, the anxiety of wanting – and needing – to find your first deal and hope it’s a winner.But is there a way out of the rat race?Welcome to My Cashflow Academy’s Investors Corner. In this program, you will learn from other real-life real estate investors shar ...
 
Most people know the HIPAA Law applies to healthcare providers (hospitals, doctors, dentists, ophthalmologists). Fewer people realize that HIPAA also applies to health insurance agents, employers who offer health benefits to their employees, and to business associates (shredding companies, IT vendors, etc.) who can access an individual’s Protected Health Information.
 
Matters of money can be difficult to understand, especially if you lack the experience doing so. But financial success is just within reach—if you know where to look for help. Welcome to The Dollar Diva with Debbie. Your host, Debbie Bloyd, wants you to find your path to financial stability. Pulling on her vast experience within the industry, she helps you find the best ways to invest money and save money. Debbie Bloyd has over 24 years in the finance industry, which has equipper her with th ...
 
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show series
 
This episode highlights the fifth and final of the front-end sales activities. Getting zero-cost referrals to your business is possible by providing your newest clients great sales experiences. Support the show (https://paypal.me/321SETAPPT?locale.x=en_US)By Clarence Nappier
 
Why are small business owners working so hard to generate new clients from scratch? Why not capitalize on the great sales experiences given to your newest clients so that they will refer their friends, family members and colleagues to your businesses? Support the show (https://paypal.me/321SETAPPT?locale.x=en_US)…
 
The Property Show Podcast #8 is here and out now on Spotify, Amazon, iTunes and all major podcasting apps!In this week's show, Coreco MD Andrew Montlake & Louisa Fletcher look at the latest house price news, Lou explains why it’s important to know the rules around planning permission and insurance if you’re working from home, and Monty looks at the…
 
My company saw the dental industry calamity coming in 2017, but dental practice owners were not ready for our company's business development solutions. Hopefully, there is still time to help a few dental practices get back on track. Support the show (https://paypal.me/321SETAPPT?locale.x=en_US)By Clarence Nappier
 
Setting Appointments is the third of five front-end sales activities. Listeners will get an introduction to 321 Biz Dev's proprietary sales system called SWAS (Selling Without Appearing to Sell). Support the show (https://paypal.me/321SETAPPT?locale.x=en_US)By Clarence Nappier
 
As a landlord or property manager, do you ever worry that a maintenance vendor you send to a property might not have the correct insurance coverage? Dispatching a repairman with insufficient or expired insurance could create a liability on your property management business. Further, its a big job to track all of the insurance policies from vendors …
 
Financial Advisors may not be giving credence to the crypto currency trend circulating social media, but it is still important to pay attention as Elite Consulting Partners CEO Frank LaRosa and COO Dale Dempsey discuss in this episode. Crypto currency has gained a following with younger people and make no mistake - they are sharing what they are le…
 
The prospecting phase follows the contacting phase. The prospecting phase identifies who may want your product or service and who can afford your product or service. Most people believe prospecting is a mechanical activity. However, prospecting over the phone or in person is a psychological activity. The reason the majority of small business owners…
 
Week after week, hackers and cybercriminals launch new phishing campaigns, develop creative digital extortion threats, and expand scams with the potential to negatively impact business operations in a big way. Cyberattacks can halt online operations in only minutes and take weeks to resolve. In addition, a cyberattack that involves the loss of cust…
 
Lou and Monty look at the latest house price news, Lou explains why it’s important to know the rules around planning permission and insurance if you’re working from home, and Monty looks at the return of the low deposit mortgage. Got a mortgage dilemma or a property problem? Drop Lou and Monty a line to hello@theproperty-show.co.uk Follow The Prope…
 
Apple Podcasts Rate and Review for SpotOn Olorunmola Fiyinfoluwa Victoria, or simply Folumy, is a Risk Management Analyst for Tangerine Life, a financial technology company in Nigeria that provides insurance products from life insurance to education plans. She is the co-host of the InsurTech Business Series Podcast, the No.1 InsurTech Podcast in th…
 
Tom Burns is a surgeon and Real Estate Investment Expert. Tom is an orthopedic surgeon in Austin, Texas. He is a graduate of the University of Texas at Austin and Southwestern Medical School in Dallas. He received sports medicine training at the prestigious Steadman Hawkins Fellowship in Vail, Colorado and he is a physician for the United States Sk…
 
Underinsurance isn’t a new concept and has always been an issue for insurers, brokers and businesses of all sizes. But given the events of the last year – namely the pandemic and Brexit - businesses might be facing more underinsurance than ever before. Businesses have had to adapt their businesses; with their employees working from home or changing…
 
This week, HousingWire's Editor in Chief Sarah Wheeler interviews Lindsey Johnson, the president of USMI, a private mortgage insurance association, comprised of five of the six mortgage insurance companies in the United States. In this episode, Johnson explains the unique challenges currently facing mortgage insurers, four principles the company co…
 
Greg Marshall is licensed as a financial advisor in Nevada, Texas, Virginia, Florida, Minnesota and California. Greg brings a people-centric approach to help consumers with their financial planning needs. His website is allivantage.com Support the show (https://paypal.me/321SETAPPT?locale.x=en_US)By Clarence Nappier
 
Contacting is the front-sales activity most shunned by small business owners. There are many reasons for contacting to be least liked function of sales growth. This show will highlight some interesting areas about contacting. Support the show (https://paypal.me/321SETAPPT?locale.x=en_US)By Clarence Nappier
 
Let's put data to work! That's what Greg McCutcheon, President of Opta Intelligence wants to do and he explains how. Do you want to improve your underwriting relations, there's data for that! How about predicting how your book of business will perform? There's data for that! Want to see where loss might occur? There's data for that too and Greg exp…
 
Based in northern New South Wales just shy of the Queensland border, when COVID hit last year and borders were closed, for 8 weeks Jo Croft was unable to drive to her Brisbane office to see staff and clients. They say necessity is the mother of invention, and Jo had to find a new way to keep the business running. And do it fast. Suffice to say, Jo …
 
With over $40 billions locked inside DeFi and the TV constantly increasing, the total addressable market for insurance product is huge. Yet only a few hundreds of millions is insured. What are some of the market trends, product adoption challenges and opportunities in this largely untapped market? In this episode I talked with Lucius Fang of Coinge…
 
What do Vega, Terra, 1inch and Agoric have in common? They all have Rockaway Blockchain Fund as their investor. Based in Europe while investing globally, Rockaway has built an impressive portfolio. With corporate backing and an experienced and entrepreneurial team behind it, Rockaway is making bets on projects that aim to define the crypto space of…
 
Advisors contemplating a transition have many reasons for making a move; however, the financial upside is always at the top of the list. Given how hot the transition market is right now, with firms offering ever increasing transition deals to attract the right talent, it may be tempting for an advisor to make a move based solely on a large upfront …
 
Two themes that came out of this podcast were ‘diversity’ and ‘giving back’. Richard catches up with Kevin Davis who spoke about’ First Workings’, as one of our first Podcast guests. Kevin created this organisation to support kids from underserved communities in New York. Kevin and Richard are now proud to announce ‘First Workings’ will launch in L…
 
Apple Podcasts Rate and Review for SpotOn Eric Geier is the CEO of Puresurance, a health and retirement solutions company that focuses on small and medium-sized business owners. Their products can help clients manage their health insurance and retirement plans with their proven strategies and mentorship. Eric is an expert in life insurance when use…
 
Donna Serdula is the creator of LinkedIn-Makeover.com and one of the most sought out LinkedIn experts. Donna pioneered the concept of LinkedIn profile optimization and is the author of LinkedIn Profile Optimization for Dummies. Through her Website, LinkedIn-Makeover.com, Donna and her team of over 20 writers, help thousands of LinkedIn users strate…
 
Have you ever wondered how athletes or professional sports teams get their insurance? If you have Leigh Ann Rossi, SVP of NFP, shares her experiences around how athletes, teams and leagues manage their insurance needs along with other areas of the entertainment industry. Leigh Ann talks about the nuances of how insurance plays a role with possible …
 
This week, HousingWire's Editor in Chief Sarah Wheeler interviews Kristy Fercho, the executive vice president and head of home lending at Wells Fargo, who also serves as the chairman-elect of the Mortgage Bankers Association. In this episode, Fercho explains how Wells Fargo is best serving borrowers during COVID 19, the overall effect forbearance e…
 
In the crowded space of the property management industry, making sure your company is standing out in the crowd is more important than ever. Tech savvy property managers are using digital media to snag single family owners with through their online presence. So, what about you? Are you putting your best foot forward with digital marketing? On this …
 
Lou and Monty talk about the latest challenges for renters, Monty shares his advice for those who are self-employed and finding it difficult to apply for a mortgage at the moment, and Lou puts Monty through his paces in a ‘property pop quiz’ as they look at the 2021 property market boom. Got a mortgage dilemma or property problem? Drop Lou and Mont…
 
In the latest episode Lou and Monty talk about the latest challenges for renters, Monty shares his advice for those who are self-employed and finding it difficult to apply for a mortgage at the moment, and Lou puts Monty through his paces in a ‘property pop quiz’ as they look at the 2021 property market boom. Got a mortgage dilemma or property prob…
 
Apple Podcasts Rate and Review for SpotOn Joseph Petrelli is the President of Demotech, an Ohio-based financial analysis firm. He is credited for the development of Financial Stability Ratings (FSR). FSRs are one of the leading indicators when considering the financial stability of Title underwriters and Property & Casualty insurers. Demotech’s mis…
 
Darin Garman is the president of Heartland Investment Group. Darin is a published author, former bank owner, and currently owns and manages a $50+ million-dollar portfolio. He is widely recognized as one of America’s top “Go to Guys” for all things multi-family investing. His experience spans more than 30 years and is hyper-focused on investments i…
 
Recently, open banking has enabled authorised third parties to access the financial data of individuals and businesses, to provide recommendations on products and services. The FCA is now looking at how this data sharing could help sell other financial products such as insurance. This is known as open finance. But what impact could this have on the…
 
A sales system is a visible, logical and repeatable set of steps to move a product or service from a business to a consumer with predictable, favorable results. By definition, a sales system works. And, for this reason, a sales system is rarely changed. Support the show (https://paypal.me/321SETAPPT?locale.x=en_US)…
 
This week, HousingWire's Editor in Chief Sarah Wheeler interviews Brian Zitin, CEO of Reggora. In this episode, Zitin talks about innovation within his company, as well as changes occurring in residential valuation. The Housing News podcast explores the most important topics happening in mortgage, real estate, and fintech. Each week a new mortgage …
 
Dear Real Estate Investor, As you probably know, there is insurance for the inside of your condo to cover your personal property and the betterments and improvements (like your kitchen cabinets) called H06. AND there is also the insurance that the Homeowners Association covers called the master insurance policy which covers the "outside" of the con…
 
​ Negative Cash Flow to positive $4000 in 4 years! Join me, Athena Paquette Cormier, as I chat with Carisa Dahl about her journey as an investor. She will share how she came to discover real estate investing. How after years of negative cash flow her husband decided to take the TUSD Real Estate from A to Z class to sort out their investments but le…
 
Underwriting is a challenge right now and Nick Lamparelli has some thoughts about how it has to change. Think poker and betting big when opportunity arises and so much more as "Lamps" shares his thoughts with Curt and Pete about innovation and looking at risk differently. Nick is an industry veteran and a social media must follow- @Nick_Lamparelli …
 
California's Proposition 19, goes into effect on April 1, 2021, offering many protections to California home owners. If you are a California homeowner or investor, could you take advantage of the new benefits provided under this new law? Today's Five Minute Friday offers a quick summary of what Prop 19 is all about. 1. Senior citizens often live in…
 
David is the founder of Ottrisk, a startup building technology to support the underwriting of business interruption Insurance. Previous to Ott-risk, David was a founder of Premise, a collector of ground truth data, where he remains Chairman, and co-founder of Metamarkets, acquired by Snapchat. David serves on the advisory board of Columbia Universi…
 
Best by name, and by nature. Right now, Kirsty Best from Living Home Loans is seeing the business achieve personal best settlement volumes, as she and her husband Andrew take full advantage of the booming property market. Currently writing $6M / month with a view to doing more, Kirsty brings her life skills and financial acumen to fore to deliver a…
 
So far in 2021, we have been featuring new opportunities in the property management industry. One area not yet explored on the show is Real Estate Syndication. As a general definition, real estate syndication is a partnership between several investors. They combine their skills and capital to purchase and manage a property they otherwise could not …
 
The business owner saw her ads on television, heard her company's name on the radio, and saw her posts on social media platforms. The business owner even received the marketing mailer at her address...and it look great...and it felt great getting the advertising piece in the mail just like the other 1,000 recipients. This post and related podcast e…
 
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