About Your Thriving Practice — A podcast by Global Atlantic
Do you want to make sure you’re doing all you can to help your clients meet their financial goals? Your Thriving Practice by Global Atlantic explores some of the most pressing topics facing financial professionals today. Listen as we discuss the latest news and industry trends, speak with experts, and provide you with the info and insight you need to be a better financial professional. Learn to build, manage, and grow your practice. Find out more at www.globalatlantic.com/professionals/your-thriving-practice.
Retirement Risks: Addressing longevity risk with Moshe Milevsky
In the second part of this two-part series on retirement risks, we’re joined by Moshe Milevsky, a professor of finance at Schulich School of Business at York University. He digs into longevity risk, how financial professionals can help their clients avoid outliving their money, and the potential role annuities can play.
13 Jun 2024
Retirement Risks: Mitigating three of the greatest retirement risks
In part one of this two-part series, Global Atlantic’s Vice President of Advanced Markets Thea Marasa-Scafidi joins the podcast to talk about three of the greatest risks facing retirees today — sequence of returns, longevity, and inflation. She also discusses how financial professionals may be able to help their clients reduce the impact of these risks.
30 Oct 2023
How your communication style can grow your business
In this episode we’re joined by Jeannie Underwood-Kotner, a senior vice president and head of Global Atlantic Consulting, and Kristin Pondel from Storyline Strategies, to talk about the right words and phrases to use to create better conversations with your customers.
26 Jun 2023
60/40 One Year Later: Not Your Grandfather's Annuity: Using the Right Words to Sell an "Alternative Strategy"
Are you looking for new ways to talk to your clients about annuities? In this episode, Jeannie Underwood-Kotner, a senior vice president and head of Global Atlantic Consulting, joins the podcast to share proven words and phrases that financial professionals can use to introduce annuities into the conversation. Listen to gain some actional advice and foster better discussions with your clients.
Guest: Jeannie Underwood-Kotner, Senior VP, Head of Global Atlantic Consulting
26 Jun 2023
60/40 One Year Later: The REIT Renaissance
A rocky 2022 caused some investors to be more open minded when it comes to alternative investments, and that includes real estate. In this episode, we’re joined by KKR’s Stephen Morello to discuss real estate investment trusts (REITs), the nuances surrounding the macro market, and how real estate can offer stability in a volatile environment.
Guest: Stephen Morello, Principal, Client and Partner Group at KKR
26 Jun 2023
60/40 One Year Later: Seeking Stability with Annuities
After a disruptive 2022 caused some investors to rethink the traditional 60/40 portfolio, there may be greater interest in adding some stability. In this episode Dr. Wade Pfau, founder of Retirement Researcher and director of retirement research for McLean Asset Management, joins the podcast to detail how annuities may be an appropriate solution for stability-seeking investors.
Guest: Dr. Wade Pfau, founder of Retirement Researcher and director of retirement research for McLean Asset Management
26 Jun 2023
60/40 One Year Later: Stay the Course—or Shift Gears? (Part 2)
In the second part of the conversation about the future of the 60/40 portfolio, guests Matt Estes and Charles Rotblut discuss how financial professionals can talk to their clients during market volatility and uncertainty. They also touch on how investors can be more tactical, nimble, and strategic in their portfolio construction in this environment.
Guests: Charles Rotblut, vice president at the American Association of Individual Investors and editor of the AAII Journal
Matt Estes, managing director and senior product strategist for the Global Allocation Portfolio at BlackRock
26 Jun 2023
60/40 One Year Later: Stay the Course—or Shift Gears? (Part 1)
After a dismal 2022, the once-reliable 60/40 portfolio may not be the sure thing it once was. Should investors stay the course? Or should they take steps to create a more flexible portfolio? In the first of two episodes on the subject, we’re joined by the AAII’s Charles Rotblut and BlackRock’s Matt Estes, who help provide some answers.
Guests: Charles Rotblut, vice president at the American Association of Individual Investors and editor of the AAII Journal
Matt Estes, managing director and senior product strategist for the Global Allocation Portfolio at BlackRock
13 Mar 2023
Secure Act 2.0: What you need to know about the new law
In this episode, we’re joined by Rebecca Plowman and Jason Berkowitz from the Insured Retirement Institute as well as Global Atlantic’s Bill Crane, who break down key parts of the bill and why it’s a gamechanger for both financial professionals and their clients.
Guests:
Rebecca Plowman, Director of Compliance and Implementation at the IRI.
Jason Berkowitz, Chief Legal and Regulatory Affairs Officer at the IRI
Bill Crane, SVP of Market Development at Global Atlantic
12 Jan 2023
Insurtech: How Insurtech Creates Opportunities for Financial Professionals
12 Jan 2023
Insurtech: Why Financial Professionals Should Embrace Fintech
12 Dec 2022
Diversity, Opportunity, and Growth: Helping U.S. Latinos Achieve Their Financial Goals
12 Dec 2022
Diversity, Opportunity, and Growth: Building Relationships with Asian American investors
In the final of our three episodes, we discuss how financial professionals can communicate with Asian Americans and provide tips on how to help them reach their financial goals.
Guests: Fred Huang, a managing director of Forest Hills Financial Group in New York Pei Yin “Joey” Ng, Senior Advanced Markets Analyst at Global Atlantic with a focus on the Asian-America market.
17 Nov 2022
Diversity, Opportunity, and Growth: Changing Demographics and New Opportunities for Financial Professionals
In this, the first of three episodes on the topic, we look at the habits of Latino and Asian American investors, and how financial professionals can break down cultural barriers to better serve these two communities.
Guests: Bill Crane, Senior Vice President of Market Development at Global Atlantic, Javier Pena, multicultural Manager at Global Atlantic with a focus on the Hispanic/Latino U.S. Market, and Pei Yin “Joey” Ng, Senior Advanced Markets Analyst at Global Atlantic with a focus on the Asian-America market.
13 Sept 2022
SECURE Act 2.0: The Politics of Retirement
Topics covered in this episode include:
What is SECURE Act 2.0?
How does SECURE Act 2.0 strengthen retirement security?
Insight from Paul Richmond and Frank O’Connor of the Insured Retirement Institute
Analysis from Global Atlantic’s Bill Crane
Like what you heard? Be sure to follow Your Thriving Practice (https://www.globalatlantic.com/professionals/thriving-practice) wherever you get your podcasts, and visit our website to learn more (https://www.globalatlantic.com/professionals).
23 May 2022
Women, Wealth, and Wisdom: Female Small Business Ownership
Since March 2020, women have started more businesses than men, according to a July 2021 report — and financial professionals need to be ready to respond. Women and finance experts Patti Hausherr and Ann Hughes join host Dan Corcoran to discuss how to adapt to the changing face of the small business owner and the opportunities available to financial professionals.
23 May 2022
Women, Wealth, and Wisdom: Caregiving
Whether they’re supporting a college-age child, ailing spouse, or aging parent, caregivers are everywhere — and 66% of them are women. Caregiving can extract a toll on their energy, time, and finances. Women in finance experts Patti Hausherr and Ann Hughes join host Dan Corcoran to discuss why this is such an important demographic for financial professionals.
23 May 2022
Women, Wealth, and Wisdom: Widowhood
Losing a spouse is a seismic event, especially for wives. How can financial professionals help their female clients navigate this challenging period? Experts on women in finance Ann Hughes and Patti Hausherr speak with host Dan Corcoran about how financial professionals can provide guidance during an especially vulnerable time in their clients’ lives while also maintaining strong relationships.
23 May 2022
Women, Wealth, and Wisdom: Gray Divorce
Women over 50 are divorcing in record numbers, presenting both a challenge and opportunity for financial professionals. Host Dan Corcoran speaks with Ann Hughes and Patti Hausherr, who are experts in women’s finance, to unpack how ‘gray divorce’ affects women, how it is impacting the industry, and how financial professionals can court this growing segment of the population.
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19 ratings
Spotify
4.8 / 5
17 ratings
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