Nurturing a healthy client relationship leads to valuable results in several areas of your business
Feb 17, 2021
15 min
Your host Geoff Severson from Advisor Group speaks with the Co-Founder and President of Security Snapshot Jay Peters about looking forward into 2021 and what threats to be aware of.
Jan 18, 2021
24 min
Geoff Severson speaks with Ron Ota, a Financial Professional from Honolulu, HI, about how MyRepChat has given a new angle on his business after 25 years. Using compliance texting has been overwhelmingly accepted by his clients.
Nov 20, 2020
13 min
In this episode, Technology Solutions Consultant Jonathan Belair from Advisor Group discusses the effects of eSignature with three Financial Professionals from different offices to gain their insight and perspectives. Learn how to streamline your efforts leading to a faster office.
Sep 24, 2020
31 min
Listen as we chat with creator Derrick Girard about the features and benefits of MyRepChat. MyRepChat provides you with a solution for compliant SMS texting. Communicate through text with your clients for birthdays, anniversaries, events, appointments and more. With MyRepChat, clients do not have to download an app or software to communicate with you.
Sep 18, 2020
18 min
In this episode, we speak with John Stumpf, a Technology Solutions Consultant from Advisor Group. With over 25 years experience working in financial services, he shares best practices in measuring your business and timing your move to a Customer Relationship Management (CRM) tool.
Aug 11, 2020
17 min
As more financial professionals are embracing the virtual world, video conferencing has emerged as a prominent tool for staying in touch with clients and prospects. Now more than ever, businesses rely on video conferencing to seamlessly connect regardless of the location - quickly and effectively. While this technology is incredibly helpful, it's important to understand its sophistication.
Jul 27, 2020
16 min
Phishing is a cyber attack that uses disguised email as a weapon. The goal is to trick the email recipient into believing one thing - only to realize they have caught something very undesirable. In this podcast, we define several types of attacks and provide insight as to how you can protect yourself.
May 6, 2020
19 min
What is for sale, who is buying, and why?
To help you visual the workings of cyber crime - imagine personal information on display in the aisles of a store, where cyber criminals can shop and shop.
Feb 18, 2020
8 min