Get Ready! with Tony Steuer

Business & Economics Podcasts >

Welcome to the GET READY! With Tony Steuer podcast in partnership with Insurance NerdsOn the GET READY! Podcast, I’ll be catching up with inspiring professionals from a variety of backgrounds and experiences to help bring you innovative strategies to organize your financial life. GET READY! With Tony Steuer will help you be informed and financially prepared today and in the future. We’ll also talk about best practices from both the consumer and industry perspectives.

Welcome to the GET READY! With Tony Steuer podcast in partnership with Insurance NerdsOn the GET READY! Podcast, I’ll be catching up with inspiring professionals from a variety of backgrounds and experiences to help bring you innovative strategies to organize your financial life. GET READY! With Tony Steuer will help you be informed and financially prepared today and in the future. We’ll also talk about best practices from both the consumer and industry perspectives.

More Information

Location:

United States

Genres:

Business & Economics Podcasts

Description:

Twitter:

@tonysteuer

Language:

English

Website:

https://tonysteuer.com/get-ready-podcast/

Email:

tony@tonysteuer.com

Episodes

GET READY! with Roshni Chowdhry and Zach Blumenfeld: Using Innovative Technology To Empower Financial Preparedness

11/9/2019

"Every interaction is a learning opportunity. Listen to your audience/customer, irrespective whether you are a business or are an employer, attempt to truly learn more about your user base or your team. The more you understand the need, the better you will be able to serve." Roshni Chowdhry "Financial literacy is the first step, you then need to take action, and to be intentional." Zach Blumenfeld In this episode of GET READY!, I spoke with Roshni Chowdhry (Head of Customer Experience) and...

Duration:00:39:26

GET READY! with Neil Granger: Best Practices for Identifying and Preventing Elder Financial Abuse

10/25/2019

Educate Yourself: Whether you are an advisor or a consumer, take advantage of available resources - Neil Granger In this episode of GET READY!, I spoke with Neil Granger who specializes in the identification and prevention of elder financial abuse. Neil and I discussed best practices for insurance agents, common fraud techniques and elder financial abuse legislation. Neil shared his experiences in working with attorneys, regulators and law enforcement on elder financial abuse prevention and...

Duration:00:47:15

E5: David Paul and the Future of Insurance Company Financial Analysis

10/16/2019

Any analysis should be measurable and quantifiable - David Paul If you stay optimistic and you are willing to work hard and keep at it and not give up, I think it will be really hard to fail - David Paul In this episode of GET READY!, I spoke with David Paul who specializes in the analysis of insurance company financial performance trends. David and I discussed trends with insurance company financial analysis and the unique approach that his firm, Alirt Research takes in evaluating...

Duration:00:50:37

E4: The Value of PR and Developing Your Brand with Sharon Bially and Emily Adams

9/27/2019

Welcome to Episode 4 of the GET READY! With Tony Steuer podcast in partnership with Insurance Nerds. “Keep your mind open to new perspectives and possibilities to help people” - Emily Adams “For every initiative, think about how you can help others, rather than what you can get out of it” - Sharon Bially In this episode of GET READY!, I spoke with public relations and marketings experts Emily Adams and Sharon Bially about the value of PR, earning media placement and developing our...

Duration:00:43:26

E3 - Chris Hall on the future of estate planning

9/12/2019

Welcome to Episode 3 of the GET READY! With Tony Steuer podcast in partnership with Insurance Nerds. In this episode, of GET READY!, I spoke with Chris Hall about the blending of technology with human advisors, strategic partnerships and trends. Chris shared how his firm blends a fintech approach with human lawyers to create a streamlined approach to estate planning. The key is being able to leverage technology to expedite processes that are routine with utilizing people for the...

Duration:00:37:39

E2: Bob Bingham on The Future of Financial Services

8/31/2019

Do you know how to build your business? What is the future for the financial services industry? How does being focused on the client make you stand out? In this episode, Tony spoke with Bob Bingham. Bob is the co-founder of the wealth management firm, Bingham, Osborn and Scarborough. He founded the firm in 1985 with his Amherst College classmate Ed Osborn. BOS now manages close to $5 billion in assets, has nine partners, and approximately 50 employees in two Bay Area offices - its...

Duration:00:52:48

EP1 - The Future of Written Content with Tanya Hall

8/16/2019

Do you know how to build your brand? What is the future for long-form content and books? Are you prepared for the future of marketing yourself and your company? In this episode, Tony spoke with Tanya Hall. Tanya is the CEO of Greenleaf Book Group, author of "Ideas, Influence, and Income" and one of the reasons Tony is a published author and now a podcaster. Tanya discussed branding and the future of written content. Connect with Tanya Hall: LinkedIn:...

Duration:00:27:36