The Brighthouse Financial Insights Panel
Summary: “The Brighthouse Financial Insights Panel” is a monthly podcast where leading experts share advice and strategies for financial professionals. Through these conversations, our panelists offer insights and tips to help strengthen businesses and build client relationships that last. Topics have included: prospecting and referrals, business strategies, milestone and retirement planning, women in retirement, and understanding client needs and behaviors. Disclosure: In these podcasts, the terms “advisor” and “financial advisor” are used as general references to licensed insurance professionals and are not intended to indicate whether the licensed insurance professional is a Registered Investment Advisor or is otherwise authorized under the law to provide financial advice.
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- Artist: The Brighthouse Financial Insights Panel
Podcasts:
29: How Conversations on Long-Term Care Can Drive Business Growth
28: Prospecting With Your Clients’ Children
27: Guiding Female Clients Through Challenging Situations
26: Understanding Women’s Level of Retirement Preparedness
25: Establishing Effective Relationships With Female Clients
24: Strengthen Client Connections Through Legacy Planning
23: Strengthen Client Relationships by Planning for Unexpected Events
Loved ones’ life events can impact your clients’ financial planning. The Insights Panel explains how advisors can look ahead to these shifts to keep clients on track with their goals as priorities change. Speaking in this episode are J. Michael Collins, financial capability expert and Faculty Director of the Center for Financial Security at the University of Wisconsin–Madison, Susan Zimmerman, financial psychology expert and co-founder of Mindful Asset Planning, and Jamie Hopkins, advisor champion and Director of Retirement Research at Carson Wealth.
Life events clients can anticipate, such as marriage and buying a home, affect their financial decisions. The Insights Panel discusses what these changes mean for clients’ financial planning and how advisors can guide them through these moments. Speaking in this episode are J. Michael Collins, financial capability expert and Faculty Director of the Center for Financial Security at the University of Wisconsin–Madison, Susan Zimmerman, financial psychology expert and co-founder of Mindful Asset Planning, and Jamie Hopkins, advisor champion and Director of Retirement Research at Carson Wealth.
20: Simplifying Long-Term Care Conversations
19: Breaking Down Different Long-Term Care Categories
18: How Conversations on Long-Term Care Can Drive Business Growth
Establishing relationships with your clients’ children becomes important as your clients begin to plan their estates. Our experts talk about why advisors should make prospecting with the next generation a regular part of their jobs and how to navigate sensitive conversations about money with family members. Speaking in this episode are Grant McCracken, social anthropologist and author of “Culture and Consumption,” and Jeb Blount, prospecting expert and author of “Fanatical Prospecting.”
16: How Personal Factors Influence Your Clients as They Age
15: Assessing your clients as they age
