We’re excited to be releasing the Brian Heckert Episode! Today: · Brian goes into how he built his business over the years as well as the importance of study groups that he's been in as a way to grow his business and meet other great people. He also talks a good bit about the idea of creating value for clients in a way that's unique and different. · Brian talks about something he calls the Apple strategy. The A is for active management, the P is for passive, the second P is for protective, and then the L and E are for legacy. Great conversation around that. · Brian talks about the process of acquiring other businesses, going back over 17 years. · Brian also talks about how he balanced being on the executive committee and growing his business. One of the key things that he talked about here was basically that he has been able to eliminate a lot of time that wasn't productive by using technology, so he's not doing as much face-to-face. The other thing is that he said you can get back a lot of time by figuring out what your time is actually best spent doing as opposed to just more somewhat randomly doing things. · Brian talked later about this idea of a book club, where he's reading about one book a week and getting a lot of great content there. · Brian shares his core strategy, which builds on the Apple strategy and the basket approach for income, which also builds on the Apple strategy, as well as his book, 401(k)nowhow: An Insider’s Guide to Retirement Plan Options. That's the book available on Amazon. · Brian talks about the future for all of us and how bright it is. He recommends the books The Fourth Turning by Neil Howe & William Strauss, Start with Why by Simon Sinek, and Influence by Robert Cialdini.
Tom is a best selling author and main platform MDRT and industry speaker. Tom has some great content around the importance of using cash value life insurance and annuities as a bond alternative to have the best outcomes in retirement. Tom talks about the challenges in a low interest rate world and how much more efficient it is to own bonds in an insurance policy than in a bond fund and to create tax diversification at retirement. There is some great content on how longevity is a multiplier of all the other risks our clients face at retirement and how all the things that we do help them eliminate longevity risk. Tom talks about how insurance companies are in a unique position to straddle the fence and hedge the risk of people living too long and dying too soon and how clients can benefit from that.
Ben shares his perspective on mindset around attacking the process. He shares details of his interview with Jerry Rice on that topic and they great discussion they had. Ben also shares the importance of thinking about the part we can control and getting to work on that process as opposed to getting caught up in the detail. That was a really amazing conversation. Ben talked about some of the reps that he's coached to help them get to Forum for the first time and also how to help them get back to Forum. He shares an incredible, powerful story about mindset and various examples. Ben talks about his perspective that the cases that are going to help us reach our goals are with people we haven't even met yet. Ben talks about some of the other things he's learned such as coaching college athletes on kicking game winning field goals and how he coaches them in a way that they respond to because we're all different and how he gets into that hard wiring. Ben talks about his idea of breaking down game film and the success tree and what that means and how that helps break down goals into actionable amounts right now. Learn more! www.freeplaybook.net www.bennewman.net
Great interview with Dr. Finke on how to be happy during retirement.