Adapting through uncertainty Episode 11
For financial advisers today, it is critical to strategically pivot your business. Steve Sweeney of Transamerica joins Mary Beth Franklin to discuss some of the innovative ways that advisers are evolving their businesses right now in order to both survive and thrive.
The key word in this episode of the Retirement Repair Shop is adapt. Many top financial professionals are adapting in ways they never though they could. Steve Sweeney of Transamerica explains that patience is key and some financial advisers will have to step outside their comfort zone and add some new skills in order to survive. Learn some critical tips to help your small business soar during this pandemic.
More episodes
Episode 39
August 21, 2023
Gen Xers, now in their 40s and 50s, face some daunting financial challenges. Guest Rod Mims, Senior Vice President and National Sales Manager of Athene, discusses with Mary Beth Franklin the tips financial professionals can use to assist their Sandwich Generation clients, offering perspective as they seek to prioritize and fund their financial goals.
Episode 38
August 14, 2023
Middle-aged Americans sandwiched between the caregiving needs of their children and aging parents sometimes sacrifice their own retirement savings plans as they juggle family responsibilities. Guest Chris Heye, founder of Whealthcare Solutions, talks with Mary Beth Franklin about how to recognize signs that your parents may need help managing their health or finances and offers tips about how to initiate important conversations.
Episode 37
August 07, 2023
Teaching kids about money, from making smart choices about things they want to buy now to saving for their future goals, is one of the most important conversations parents can have with their teens. Guest Amanda Carstens Steward, senior vice president of marketing at Athene, chats with Mary Beth Franklin on suggestions about how to raise financially independent children.
Episode 36
July 31, 2023
Nearly one in four Americans belong to the “Sandwich Generation”—squeezed between the caregiving needs of their children and aging parents. Guest Mike Downing, chief operating office of Athene, discusses how financial professionals can help their Gen X clients navigate their competing financial demands while growing and protecting their future retirement nest eggs.