Oct 5, 2020
Our team and a guest expert Phil
Seibel of Collaborative Planning Group sat down last week to
insurance planning in a fiduciary firm. Together, they answered
questions from our listeners and readers.
Tune in to the conversation and get ready to
take notes. If you are unsure how the insurance industry is changing, how to choose
the best insurance products for your clients, and whether or not
commissions promote bias, you will walk away with lots of food for
In a discussion facilitated by our Executive Podcast Producer Eric Lee, you will hear David DeCelle, Dan Allison, and our guest Phil Seibel discuss strategies, share personal experiences, and push against some antiquated ways of thinking about insurance planning.
Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you’d love to see covered.
If you like this podcast, you will love our
community! Join the Model FA Community on Facebook
to connect with likeminded advisors
and share the day-today challenges and wins of running a growing
financial services firm.