FAST Podcast - Financial Advisor Strategy Talks

There is no right or wrong way to develop a career as a financial advisor; it’s about finding what is right for you.  In this episode, Candace and Dean discuss the major inflection points in a financial advisor’s career and the different paths one can take within the industry. They explore the pros and cons of being an individual practitioner or operating a multi-advisor business, as well as the importance of finding the right fit and working with good people.     Connect with Dean Thurman:  LinkedIn: Dean Thurman  White Glove  InvestWise Financial     Connect with Candace Byrnes:  LinkedIn: Candace Byrnes  White Glove    Register for Host University: Host University 

In this episode of the FAST Podcast, we dive into the art of making a stellar first impression with our guest, Patrick Durst.   Patrick shares insights on mastering the first-time appointment, emphasizing how crucial it is to decide on your desired perception and target audience. This conversation reveals strategies to transform leads into loyal clients.   You’ll also discover one of Patrick’s standout tactics: offering customized reports as a complimentary service to the community, a powerful method for lead generation. Don’t miss this episode packed with practical advice and proven techniques.   Tune in to the FAST Podcast today and unlock Patrick Durst’s secrets to success!    Connect with Dean Thurman:   LinkedIn: Dean Thurman  White Glove  InvestWise Financial  Connect with Candace Byrnes:  LinkedIn: Candace Byrnes  White Glove  Connect with Patrick Durst:  LinkedIn: Patrick Durst  LifeMark Securities Corp    About our Guest:   Patrick Durst is a Certified Financial Planner at Front Range Financial with extensive experience in constructing income generating portfolios in addition to sustainable retirement portfolios for pre-retirees all around the country.   In addition to being a CFP, Patrick is Series 6, 7, 63, 66 securities-licensed and holds multiple insurance licenses. He uses a consultative approach when interviewing clients to understand their goals, wishes, and concerns. Applying his years of expertise, he then helps individuals develop comprehensive retirement plans that accomplish their objectives in a prudent and sustainable way.  

This episode of the FAST Podcast Candace and Dean welcome David Wood, the Founder of Gateway Financial Partners. David’s experience spans across several decades, marking him as a leader, and accomplished entrepreneur, and an influential figure in the financial landscape.   The conversation explores the future of the financial services industry and the opportunities it presents. David discusses the changes happening in the industry and the factors driving growth and opportunity for financial advisors. He highlights the consolidation of firms, the need for financial advice, and the impending retirement of a third of the industry.  The conversation also delves into the challenges and options for advisors looking to retire or transition their practice, including selling, merging, or partnering with other firms. The importance of providing a good client experience and leveraging technology is emphasized.    Connect with Dean Thurman:  LinkedIn: Dean Thurman  White Glove  InvestWise Financial  Connect with Candace Byrnes:  LinkedIn: Candace Byrnes  White Glove  Connect with David Wood:  LinkedIn: David Wood  Gateway Financial Partners    Get to know our Guest:  David Wood, a pioneer in the financial services industry, established Gateway Financial Partners in 1994, which he continues to steer as the Chief Visionary Officer. Wood’s experience spans across several decades, marking him as a leader, an accomplished entrepreneur, and an influential figure in the financial landscape. He possesses an innate ability to identify growth opportunities and is committed to delivering innovative strategies that elevate the success of independent practices. 

Diana Cabrices, Founder of Diana Cabrices Consulting, joins this episode of the FAST Podcast to reveal the secrets of being a Financial Brand Evangelist.    Learn how Diana uses education and problem-solving to not only boost advisor awareness, but also drive leads and foster engagement.   This episode is for you if:  You’re a financial advisor looking to stand out from the crowd  You want to attract new clients and build stronger relationships  You’re curious about the power of content marketing in the financial industry  And so much more!    Connect with Dean Thurman:  LinkedIn: Dean Thurman  White Glove  InvestWise Financial  Connect with Candace Byrnes:  LinkedIn: Candace Byrnes  White Glove  Connect with Diana Cabrices:   LinkedIn: Diana Cabrices  Diana Cabrices Consulting     Get to know our Guest:   Throughout Diana’s wealthtech journey, she has represented brands with solutions spanning the advisor tech gamut, including marketing, branding, recruiting, M&A, succession planning, small business benefits and more.   She has held roles in sales, partnerships, marketing, enterprise development, consulting and customer success, allowing her to gain a well-rounded understanding of wealthtech growth needs from a widened growth lens.  

This episode Candace and Dean welcome Alex Hug, the CEO of Acquire Direct and Co-Founder of Leadjig.   They discussed the strategic merger between Leadjig and White Glove and how the two companies are aligned in terms of vision, culture and founder mentality to propel their businesses forward.  Beyond the merger, you’ll hear a compelling conversation between two industry leaders on:  Adapting your marketing: Discover how to meet prospects where they are and tailor strategies for different audiences.  The Alex Hug story: Gain insights into Alex’s journey as a business owner and the development of Leadjig.  Tech in finance: Explore the rapid adoption of technology in the financial advisor space.     Ask and be Answered!  Ask a question and listen in for a chance to hear it be answered on the next FAST Podcast episode with Dean and Candace!  👉 Click here to ask your question.     Connect with Dean Thurman:   LinkedIn: Dean Thurman  White Glove  InvestWise Financial  Connect with Candace Byrnes  LinkedIn: Candace Byrnes  White Glove  Connect with Alex Hug  Acquire Direct + Leadjig 

This episode marks a fresh start for the FAST Podcast as we welcome new co-hosts, Dean and Candace! Tune in to get acquainted and hear their exciting vision for the show moving forward.   Dean, a seasoned financial advisor, brings real-world experience and insightful education to the table. Candace, a marketing and design expert, sheds light on why marketing is crucial for financial advisor growth. Together, they aim to deliver valuable and actionable content on practice management, specifically tailored to financial advisors’ needs.   But it’s not all business! Get ready for some key takeaways, a peek into Dean’s embarrassing early career mishaps and much more. Don’t miss it!     Ask and be Answered!  Ask a question and listen in for a chance to hear it be answered on the next FAST Podcast episode with Dean and Candace!  👉 Click here to ask your question.     Connect with Dean Thurman:   LinkedIn: Dean Thurman  White Glove  InvestWise Financial Connect with Candace Byrnes:  LinkedIn: Candace Byrnes  White Glove 

In a heartfelt solo episode, our podcast host announces her departure from White Glove after six wonderful years. She reflects on her journey, the challenges that shaped her and the most impactful moments. But this isn’t the end, it’s a new chapter! She’ll also share what’s next for the FAST Podcast.   Don’t miss this farewell episode!    Connect with Lara Galloway:   LinkedIn: Lara Galloway  White Glove 

New to the town and lacking established connections, our guest craved a space filled with people genuinely interested in learning about financial planning. Seminars became his platform for connection, and he emphasizes that anyone can master them with preparation.    Joining us today is Kurt Stahl, President at Gulf Coast Financial Planning LLC, who shares his journey of building a successful practice centered around seminar marketing.   The key to a successful seminar, according to Kurt, lies in effectively linking the chosen subject matter to a broader financial planning framework. He advises presenters to frame their talks in a way that compels attendees to seek personalized guidance to solidify their financial well-being.   Ultimately, Kurt’s journey exemplifies the power of seminars not only as a marketing tool but also as a platform for building lasting relationships and providing genuine value to clients.    In this episode, you’ll learn key concepts on:   Building genuine connections with prospects  Mastering seminar marketing  Attracting your targeted audience  Becoming a captivating presenter  And more!    Connect with Lara Galloway:  LinkedIn: Lara Galloway  White Glove  Connect with Kurt Stahl:  LinkedIn: Kurt Stahl  Gulf Coast Financial Planning    About our Guest:   Kurt Stahl graduated from the University of Virginia with a degree in Economics and worked over the years as a mortgage banker and a stockbroker in Washington DC, Chicago, and San Francisco. In 2000, he left the United States to work for an investment banking firm across China, Indonesia, Thailand, and Australia for six years. Later, he moved to Saint Petersburg, Russia where he lived for eight years and worked for an American private equity firm (www.jensen.ru) that owns and operates office, industrial, retail, and multi-unit residential property.     As Director of Sales and Leasing for a billion-dollar portfolio of strategically-located properties across Russia’s second largest city, Kurt was able to have many very fascinating interactions and negotiations with prominent Russian businessmen, oligarchs, and gangsters.  In 2014, Kurt returned to the United States and took a position as a subadvisor within a Sarasota, Florida financial advisory firm. When he passed his Certified Financial Planner designation, Kurt started his own firm, Gulf Coast Financial Planning in March of 2017.  

Estate planning isn’t just about money; it’s about protecting assets, ensuring a smooth wealth transfer and shaping your legacy for future generations. Our guest on today’s episode challenges the status quo of estate planning, highlighting its importance and advocating for change.   Financial advisors often overlook estate planning due to challenges like complexity and client resistance. Technology can overcome these obstacles, making it more accessible and engaging.   Joining us today is Tim White, Co-Founder of Wealth.com, who emphasizes that estate planning is a crucial element of financial planning that shouldn’t be neglected. Regardless of wealth, estate planning holds value for families of all backgrounds. It helps secure their future and ensures their wishes are carried out. The traditional referral-based approach to estate planning can be inefficient. Wealth.com integrates technology into estate planning for a smoother, speedier experience for advisors and clients.     In this episode, you’ll learn critical concepts on:  Disrupting the traditional referral-based approach  Overcoming hurdles in promoting estate planning  Modern solutions for financial advisors  Revolutionizing the estate planning process  And more!    Connect with Lara Galloway:  LinkedIn: Lara Galloway  White Glove  Connect with Tim White  LinkedIn: Tim White  Wealth.com  About our Guest:   Tim is a highly accomplished sales and business development fintech executive, with a strong track record of managing global partnerships and cultivating strategic relationships.   Prior to co-founding Wealth.com, Tim served as Chief Partnership Officer at Emailage, a global fraud prevention provider. Under Tim’s leadership, channel revenue stream. As part of Tim’s responsibilities, he cultivated the company’s strategic relationships, including with LexisNexis Risk Solutions, a RELX company, which subsequently acquired Emailage in 2020. 

Are you tired of the same old “holistic” and “fiduciary” buzzwords in financial services branding? Our guest on today’s episode urges you to break free from industry cliches and find inspiration for your brand in unexpected places. Think beyond the suits and charts — what resonates with your target audience in the real world?  But it’s not just about ditching the jargon. This episode is packed with actionable tips for building a modern financial services brand.  Joining us today is Johnny Sandquist, CEO of Three Crowns Marketing, who emphasizes the importance of modern digital experiences by investing in interactive websites and engaging video content to capture and retain audience attention. To enhance your website’s effectiveness, it’s crucial to communicate who your firm helps and how clients can benefit. Johnny recommends leveraging your testimonials to establish social proof, building trust and credibility among potential clients.   In this episode, you’ll learn key concepts on:   Harnessing social proof  Avoiding buzzword overuse  Drawing inspiration beyond finance  Embracing the digital age  And more!    Connect with Lara Galloway:  LinkedIn: Lara Galloway  White Glove  Connect with Johnny Sandquist  LinkedIn: Johnny Sandquist  Three Crowns Marketing 

Today, we delve into the heart of financial planning with our guest, who advocates for an approach beyond numbers and charts. Our conversation revolves around aligning life and money, creating personalized and value-driven advice for clients, and adapting to the evolving financial planning landscape.   Joining us today is Dr. Preston Cherry, Founder and President of Concurrent Financial Planning, who emphasizes helping clients live their best lives by aligning their money with their goals. This episode is a must-listen for any financial advisor seeking to elevate their practice and build client relationships.   Forget cookie-cutter solutions. Advisors need to personalize their approach, catering to individual values, goals and unique circumstances. But the landscape is shifting. The upcoming wealth transfer and generational shifts demand adaptability from financial advisors. Dr. Cherry sounds the alarm for modernization in the field, urging advisors to embrace technology and new approaches to elevate the advice experience.   In this episode, you’ll learn key concepts on:   Building lasting relationships with clients  Embracing technology to enhance the advice experience  Adapting to change in the financial industry  Crafting a personalized strategy that helps clients achieve their dream life  And more!    Connect with Lara Galloway:  LinkedIn: Lara Galloway  White Glove  Connect with Preston Cherry:  LinkedIn: Preston Cherry  Concurrent Financial Planning  About our Guest:  Dr. Cherry is the Founder & President of Concurrent Financial Planning, Head of the Financial Planning Program, and Director of the Charles Schwab Center for Personal Financial Planning at the UW — Green Bay. Preston specializes in empowering individuals to share stories that inform their financial resources and life’s design to achieve financial wellness and freedom that cultivates life wholeness. Preston has over 15 years of financial services and academic experience. Preston has been cited by the New York Times, the Wall Street Journal, CNBC, and Yahoo Finance.  

The harsh reality of the industry is that 90% of financial advisors throw in the towel within five years. Our guest sheds light on the power of seminars as a key marketing strategy for building a business that booms, not busts.   Joining us today is Dean Thurman, Co-Founder of White Glove and InvestWise Financial, who reveals the power of face-to-face interaction. Forget cold calls and unreliable referrals. Dean champions seminars as the most effective marketing tool for advisors. Why? You control the message, the audience, and the connection. Virtual workshops are great for scaling, but nothing beats the intimacy of in-person meetings.  Recognizing the reluctance of advisors to handle the logistics of seminar planning, Dean explains how White Glove was established to take care of the planning process, allowing advisors to focus on their core strengths. The overarching message of the episode is Dean’s secret sauce: being a marketer first and a financial planner second. This mindset shift is crucial for building a thriving business.  In this episode, you’ll learn critical concepts on:  Shifting your mindset from financial planner to marketer Defining growth objectives for personal success Marketing your services with seminars Scaling your financial planning practice And more! Connect with Lara Galloway: LinkedIn: Lara Galloway White Glove Connect with Dean Thurman LinkedIn: Dean Thurman InvestWise Financial  White Glove About our Guest: As co-founder of White Glove, Dean draws from his more than 25 years of experience as a financial advisor, many of which he spent conducting educational seminars to grow his practice. He provides guidance and direction to the White Glove team on how to effectively market the company’s business growth services. Dean is also the co-owner of InvestWise Financial, a financial firm with half a billion in assets under management.

This episode is tailored for financial advisors seeking to build their team with the right sub reps. The biggest mistake? Relying solely on personality when hiring, rather than digging into long-term goals, knowledge and cultural compatibility.  Joining us today is Jonathon Duncan, Co-Founder and President at Advisor Seekers, who reveals the key mistakes advisors make when recruiting, highlighting the importance of self-evaluation and understanding both your own value proposition and the qualities you truly need in a sub rep.  Jon focuses on helping advisors identify their firm’s unique value proposition. By grasping what distinguishes their business, advisors can adeptly convey this to potential hires, attracting sub reps whose goals align with the firm’s mission. The overarching message of the episode is a call for clarity in the hiring process — encouraging advisors to figure out precisely what they are looking for, know where they are headed, and, most importantly, not compromise on their criteria.  In this episode, you’ll learn key concepts on:  Showcasing your firm’s unique value proposition Pinpointing your firm’s specific needs Prioritizing fit over mere charisma in the hiring process And more!   Connect with Lara Galloway: LinkedIn: Lara Galloway White Glove Connect with Jon Duncan:  LinkedIn: Jonathon Duncan Advisor Seekers About our Guest: A veteran recruiter in the wealth management space, Jon has a reputation for building lasting relationships with financial professionals and executive leaders across the country. His deep understanding of the financial industry and down-to-earth approach enables him to build the level of trust it takes to find and place top-tier talent.

Feeling overwhelmed and on the verge of burnout? You’re not alone, especially in the demanding world of financial advising. In this episode, our guest shares her top hacks and efficiencies that contribute to thriving in the industry.   First things first: ditch the chaos and embrace efficiency. Many advisors waste time and resources on building brand awareness without a corresponding return on investment (ROI).  Tracking the effectiveness of marketing efforts is crucial, and marketing should be viewed as an investment in the business rather than a mere budget.   Joining us today is Libby Greiwe, the Efficient Advisor Podcast Host and Advisor Coach, who emphasizes the significance of assembling the right team and implementing time-saving hacks to enhance overall efficiency.  Come along as we delve into a practical guide for automating repetitive tasks, delegating responsibilities, eliminating unnecessary elements and streamlining processes for your firm. In this episode, you’ll learn critical concepts on:  Distinguishing sunk costs from investments Simplifying processes and systems Embracing data-driven decisions Preventing burnout And more!   Connect with Lara Galloway: LinkedIn: Lara Galloway White Glove Connect with Libby Griewe: LinkedIn: Libby Griewe The Efficient Advisor, LLC   About our Guest: Do you ever wish you knew an Advisor who built a 7-figure practice—while only working three days a week—that was willing to share her systems, processes and business hacks with you? Meet the Efficient Advisor Podcast host, Libby Greiwe. Her specialty? Breaking down the functions of a financial planning practice into actionable step-by-step processes designed to get you results and get you out of overwhelm.  She ran her own planning business for 16 years, culminating in a sale & retirement in 2019. Now, she’s simply obsessed with helping other amazing advisors do the same thing.  

Today, we unravel the essence of social proof and its pivotal role for financial advisors. The key takeaway — is a stellar website, compelling brand messaging and content that establishes credibility. The goal? Move people from skeptics to fans.  Stay tuned as we emphasize the need for ongoing engagement. Financial advisors take note — consistently educate your potential clients, demonstrating an unwavering commitment to their economic well-being. We advocate the philosophy of ‘dripping’ on clients, ensuring a continuous stream of valuable information rather than a one-off event.  Joining us today is Matt Halloran, co-founder of ProudMouth, who is sharing insights on his belief in long-term marketing. The mantra is “slow marketing” — a strategic approach that not only appeases algorithms but also adapts to the evolving social media landscape. And speaking of algorithms, understanding and aligning with platform algorithms is paramount for success.   Come along as we delve into the core of social proof, crafting compelling content and injecting your unique personality into your marketing strategy.  In this episode, you’ll learn key concepts on:  Building unshakable trust through social proof Leveraging the power of slow marketing  Aligning seamlessly with platform algorithms Cultivating familiarity before the booking stage And more!   Connect with Lara Galloway:  LinkedIn: Lara Galloway White Glove Connect with Matt Halloran LinkedIn: Matt Halloran ProudMouth About our Guest: Matt Halloran is a co-founder of ProudMouth, the world’s leading influence accelerator for financial advisors. An in-demand speaker, he’s appeared on over 1,000 podcasts. As well, Matt is the host of ProudMouth’s Top Advisor Marketing Podcast, where he and industry leaders empower advisors to become trusted, recognized authorities. Matt is the author of “The Social Media Handbook for Financial Advisors,” the first social media book for financial services. 

Today, we highlight a parallel between the past and the present, where financial advisors initially hesitated to delve into tax matters because they weren’t accountants, just as they are now hesitant to venture into estate planning due to the misconception that they must be lawyers.   The financial advisory industry has been traditionally slow to embrace change. However, firms are gradually realizing the necessity of offering estate planning services to their clients. This shift reflects a growing recognition of the untapped potential within the topic. Our guest, Chris Hall, Vice President of Business Development and Strategic Partnerships at Estate Guru, believes estate planning can serve as a powerful bridge to establish connections and ensure the continuity of financial advisory relationships within families. What’s more, with Estate Guru’s software, financial advisors can confidently rely on legal expertise throughout the process. Join us as we explore building enduring relationships with the next generation of clients and how advisors can differentiate themselves in the business.  In this episode, you’ll gain valuable insights into:  Building relationships with the next gen Changing dynamics in financial advisory Addressing the estate planning gap in financial advisors’ practices Navigating the beneficiary predicament and the great wealth transfer And more!   Connect with Lara Galloway:  LinkedIn: Lara Galloway White Glove Connect with Chris Hall LinkedIn: Chris Hall Estate Guru About our Guest: Chris Hall heads up strategic partnerships and business development for this industry leading cloud based legal solution. In his current role with the team at Estate Guru, he is on a mission to provide access to quality legal assistance for the masses. The goal is to leverage today’s powerful technology in combination with the still very important human element.

Today, we dive into the art of personal branding and effective communication in the financial advisory business.  In the saturated landscape of financial services, standing out requires more than a typical sales pitch. Our guest, Deirdre Van Nest, Founder of Crazy Good Talks, believes in debunking the conventional approach of merely showcasing services. Instead, champion the power of authentic storytelling to forge genuine connections with your clients. When differentiation is scarce, sharing your personal “why” story serves as the bedrock of your marketing strategy. It’s not just about what you do; it’s about why you do it. Additionally, we underline the correlation between effective communication skills and audience engagement, asserting that being a proficient communicator significantly amplifies your reach and influence. Join us as we explore the essence of presenting yourself and your brand authentically, and how it can truly resonate with your audience. In this episode, you’ll gain key insights into: Prioritizing authenticity over pitching  The power of your “why” story Revealing your personal side through social media Building deep relationships and human connections And more!   Connect with Lara Galloway: LinkedIn: Lara Galloway White Glove Connect with Deirdre Van Nest: LinkedIn: Deirdre Van Nest Crazy Good Talks About our Guest: Deirdre Van Nest is a top-rated international Keynoter, Speaking Coach, Story Strategist and the founder of Crazy Good Talks; a company devoted to helping financial professionals and entrepreneurs fast-track their Know, Like and Trust Factor so they get to the “YES” quicker. She welcomes your connection request on LinkedIn, and you can check out her services by going to www.crazygoodtalks.com.

Today, we discuss the dynamic role that sub-reps and lead generation strategies, such as educational workshops, play in helping advisors scale their firms. Central to this growth strategy is empowering sub-reps through comprehensive training specifically tailored for various platforms like seminars and webinars. Our esteemed guest, Jeff Grail, Co-Founder and SVP of Strategic Partnerships at White Glove, emphasizes the criticality of adapting your training methodology to ensure success across these varied mediums. He also highlights the importance of fostering influential mentorships with the next generation of financial professionals. We address a common concern among advisors — the reluctance to hire sub-reps due to uncertainties in lead generation. By illuminating lead generation’s indispensable role in business scaling, we illustrate how bringing on sub-reps can significantly augment enterprise value, laying the foundation for sustained and substantial growth. In this episode, you’ll gain valuable insights into:  Adapting your approach for impactful seminars vs. webinars Hiring local sub-reps to better tailor your services Where to find sub-reps and recommended pay structures Overcoming the lead generation challenge Enhancing your enterprise value And more!   Connect with Lara Galloway:  LinkedIn: Lara Galloway White Glove Connect with Jeff Grail: LinkedIn: Jeff Grail White Glove About our Guest:  For more than 20 years, Jeff has been responsible for generating strategic partnerships, joint ventures and host beneficiary relationships inside fast-moving organizations and established organizations. Jeff has been with White Glove since its inception in 2015. In his role, he creates strategic relationships with IMOs, FMOs and financial associations across the United States and Canada. 

Financial advisors often follow traditional methods and teachings in their profession. However, it’s crucial to recognize that the conventional approach may not always prioritize the most effective communication with clients. It’s time to shift in perspective, where advisors focus on delivering the right message and guidance to truly benefit their clients.   The initial introduction meeting with a client is the “lifeblood” of your business. It sets the tone for your relationship and can make or break the future collaboration. One of the biggest mistakes advisors can make is to wing it in their first intro meeting. Instead, have a clear and defined framework for guiding your conversation.  Lara sits down with Brendan Frazier, the founder of Wired Planning, to discuss the two questions you should ask your clients during your intro meeting: What prompted this meeting? And why now? Remember, a well-structured initial meeting can set the stage for a successful and mutually beneficial relationship.  In this episode, you’ll learn key concepts on:  Skipping the small talk for better responses and meaningful insights Promoting client engagement by prompting the “3 E’s” Effectively communicating your value for relevance and appeal Encouraging client input for improved meeting satisfaction And more! Connect with Lara Galloway:  LinkedIn: Lara Galloway White Glove Connect with Brendan Frazier LinkedIn: Brendan Frazier Wired Planning About our Guest:  Brendan Frazier is the founder of Wired Planning, the host of The Human Side of Money podcast, a keynote speaker, and was named one of Investopedia’s Top 100 Financial Advisors in 2021 and 2022. He’s building a global community and training program for advisors to master the human side of advice, enhance their clients’ lives, and forever change the trajectory of their business. 

Healthcare and finance are two essential pillars of our society that are inextricably linked, often in ways we may not fully understand. Today, we explore the intersection of these two vital sectors.   It’s not news that healthcare ranks high among individuals’ financial worries. After all, the saying “If I don’t have my health, I don’t have my wealth” holds a lot of truth. The costs associated with medical treatments and wellness can significantly impact our financial well-being.  In this episode, we sit down with Christine Simone, CEO and Founder of Caribou, a software solution for the financial industry, to discuss how to slash the hidden incentives in the healthcare industry to support smarter financial decision-making.  Understanding your health benefits is a crucial step in managing your finances wisely. By grasping the ins and outs of your healthcare coverage, you become less susceptible to overspending. But here’s the real question: How are financial professionals actively preparing for the curveballs that healthcare costs throw at us? How are they guiding their clients towards not only financial stability but also healthier lifestyles?  In this episode, you’ll learn key concepts on:  Equipping yourself with tools to initiate conversations about healthcare with clients Maintaining 19 touchpoints per year to pave the way for fruitful referrals  Understanding the interplay between healthcare and finance  Shifting from reactive to proactive healthcare management And more!   Connect with Lara Galloway:  LinkedIn: Lara Galloway White Glove Connect with Christine Simone LinkedIn: Christine Simone Caribou About our Guest:  Although she’s years away from her own retirement, Christine Simone is obsessed with helping current and future retirees plan for and optimize their healthcare costs. She’s held notable leadership positions within the healthcare industry working with key stakeholders from payers to providers to the Veterans Affairs. Now, Christine is the CEO & founder of Caribou, a software solution for the finance industry. She’s driven by her passion to slash hidden incentives in healthcare to support smarter financial decision-making, and she is within the small fraction of women founders who have raised venture capital.