Artwork

Inhoud geleverd door Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.
Player FM - Podcast-app
Ga offline met de app Player FM !

Understanding Annuities and the Characteristics of Successful Leaders

6:45
 
Delen
 

Manage episode 429613121 series 2482489
Inhoud geleverd door Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

In this Follow-up Friday episode, host Amber recaps key takeaways from this week’s episodes.

Monday, Matthew Jarvis was joined by Tracy Lownsberry from Annuity Giants, who stressed the importance of mastering annuity fundamentals. Tracy encourages advisors to prioritize client needs over commissions and thoroughly analyze scenarios, demonstrating how expert leadership can enhance both client satisfaction and advisor success.

The episode then explores the universal traits of successful individuals, as discussed by Jamie. She emphasizes the importance of optimism, resilience, and strategic goal-setting for financial advisors. Jamie also highlighted the role of constructive criticism in leadership and offers tips on improving discipline and task prioritization.

Resources in today's episode:

- Episode Website - The Annuity Conversation with Guest Tracy Lownsberry [Episode 265] - How to Achieve Success in 2 Steps

  continue reading

746 afleveringen

Artwork
iconDelen
 
Manage episode 429613121 series 2482489
Inhoud geleverd door Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

In this Follow-up Friday episode, host Amber recaps key takeaways from this week’s episodes.

Monday, Matthew Jarvis was joined by Tracy Lownsberry from Annuity Giants, who stressed the importance of mastering annuity fundamentals. Tracy encourages advisors to prioritize client needs over commissions and thoroughly analyze scenarios, demonstrating how expert leadership can enhance both client satisfaction and advisor success.

The episode then explores the universal traits of successful individuals, as discussed by Jamie. She emphasizes the importance of optimism, resilience, and strategic goal-setting for financial advisors. Jamie also highlighted the role of constructive criticism in leadership and offers tips on improving discipline and task prioritization.

Resources in today's episode:

- Episode Website - The Annuity Conversation with Guest Tracy Lownsberry [Episode 265] - How to Achieve Success in 2 Steps

  continue reading

746 afleveringen

Alle afleveringen

×
 
Loading …

Welkom op Player FM!

Player FM scant het web op podcasts van hoge kwaliteit waarvan u nu kunt genieten. Het is de beste podcast-app en werkt op Android, iPhone en internet. Aanmelden om abonnementen op verschillende apparaten te synchroniseren.

 

Korte handleiding