Welcome to Discover the Duncan Difference, a behind the curtain look into the complex world of financial services. Hosted by Emily Steinkopf, this podcast offers invaluable insights, actionable strategies, and expert advice to help you navigate the landscape of personal and business finance, insurance, and more.
Discover the services offered at Duncan Financial Group and how we can assist you, along with tips to enhance your financial well-being and overall quality of life.
Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Duncan Financial Group are not affiliated.
Tim Kunkle discusses how businesses and employees can start planning for retirement, empowering individuals to secure a brighter financial future.
21 Oct 2024
The Benefit of a Financial Advisor
This week we sit down with Julie Snyder, one of our financial advisors, to chat about what she does, how she came to Duncan, and what she loves about his job!Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC. Advisory servic...
14 Oct 2024
Episode 12 Your Financial Advisors
This week we sit down with Colton Hearn, one of our financial advisors, to chat about what he does, how he came to Duncan, and what he loves about his job. If you're interested in working at Duncan Financial Group or thinking about becoming a financial advisor, this is a great episode to tune into!Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Secu...
30 Sept 2024
Life Insurance Awareness Month
This week we sit down with Robb Stottlemyer, Director of Life Brokerage Sales, to chat about life insurance. This is a great discussion to tune into and has some valuable information!Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FI...
23 Sept 2024
How We Help Financial Advisors
This week we sit down with Larry Qvistgaard, President and COO of our branch Duncan Advisor Resources. DAR is our wholesale branch where we serve advisors and clients across the country. We talk about how DAR started, what we do, and how we help financial advisors.Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Registered ...
20 Aug 2024
The Essentials of Cyber Insurance
In this episode we sit down with Mercy Komar who is our expert in cyber insurance. As technology progresses the importance of cyber insurance and understanding it has never been greater. We get into how Mercy got started in cyber, how she helps her clients and more!Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Registered...
5 Aug 2024
Where We Began
Join us in this episode as we have a conversation with our Executive Chairman, David Duncan. David, the son of our founder Jack, has dedicated 45 years to the company. Tune in to hear about the beginnings of Duncan Financial Group, its rich history, and many more insights.
Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Duncan Financial Group are not affiliated.
29 Jul 2024
Making Insurance Personal For You
Join us in this episode as we chat with Lisa Brown, a Senior Risk Advisor in our personal insurance department. With over 36 years at Duncan, Lisa brings a wealth of knowledge and a deep company history to the table. Tune in as we dive into the importance of personal insurance, Lisa's role, and much more!
Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Duncan Financial Group are not affiliated.
22 Jul 2024
Understanding Commercial Insurance
In this episode we sit down with one of our commercial lines producers, Stephanie Botti, and discuss commercial insurance. How we approach it, her experience, and so much more. Tune in to hear it all!
Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Duncan Financial Group are not affiliated.
15 Jul 2024
Discover Why Choosing the Right Agent is Important
In this episode we sit down with our Chief Risk Advisor, David Leng, and discuss commercial insurance. How we approach it, his experience, and so much more. This episode is a really great conversation for business owners and aspiring insurance agents!
Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Duncan Financial Group are not affiliated.
8 Jul 2024
Financial Planning: Why it Matters
In this episode we sit down with our Associate Director Financial Planning, Kristen Hull. Kristen is an incredible financial planner and helps many of our clients as well as other advisors with planning. Tune in to hear more about Kristen, what she does, and what financial planning really entails!
Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Duncan Financial Group are not affiliated.
19 Jun 2024
Commercial Insurance Highlight: Servpro
In this special episode we are at Servpro Team Dobson Headquarters in Warren, Ohio with our partner agency, L. Calvin Jones. We discuss what Servpro does, how we collaborate to help our clients, what our partnership means for you.
Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Duncan Financial Group are not affiliated.
14 Jun 2024
Take a Look at Personal Insurance
In our second episode we discuss personal insurance with one of our personal insurance department risk advisors, Tyler Harkins. We chat about what Tyler does, how he helps our clients, and dive into the importance of personal insurance.
Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Duncan Financial Group are not affiliated.
29 May 2024
Who We Are & Meet the CEO
Our first episode! Welcome to Discover the Duncan Difference! In this episode we sit down with Duncan Financial Group CEO, Brian Duncan. We discuss everything from where Duncan started to where we are now.
Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Duncan Financial Group are not affiliated.
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