Your Thriving Practice — A podcast by Global Atlantic: Recent Episodes
Global Atlantic
Do you want to make sure you’re doing all you can to help your clients meet their financial goals? Your Thriving Practice by Global Atlantic explores some of the most pressing topics facing financial professionals today. Listen as we discuss the latest news and industry trends, speak with experts, and provide you with the info and insight you need to be a better financial professional. Learn to build, manage, and grow your practice. Find out more at www.globalatlantic.com/professionals/your-thriving-practice.
In this episode we’re joined by Jeannie Underwood-Kotner, a senior vice president and head of Global Atlantic Consulting, and Kristin Pondel from Storyline Strategies, to talk about the right words and phrases to use to create better conversations with your customers.
Are you looking for new ways to talk to your clients about annuities? In this episode, Jeannie Underwood-Kotner, a senior vice president and head of Global Atlantic Consulting, joins the podcast to share proven words and phrases that financial professionals can use to introduce annuities into the conversation. Listen to gain some actional advice and foster better discussions with your clients.
Guest: Jeannie Underwood-Kotner, Senior VP, Head of Global Atlantic Consulting
A rocky 2022 caused some investors to be more open minded when it comes to alternative investments, and that includes real estate. In this episode, we’re joined by KKR’s Stephen Morello to discuss real estate investment trusts (REITs), the nuances surrounding the macro market, and how real estate can offer stability in a volatile environment.
Guest: Stephen Morello, Principal, Client and Partner Group at KKR
After a disruptive 2022 caused some investors to rethink the traditional 60/40 portfolio, there may be greater interest in adding some stability. In this episode Dr. Wade Pfau, founder of Retirement Researcher and director of retirement research for McLean Asset Management, joins the podcast to detail how annuities may be an appropriate solution for stability-seeking investors.
Guest: Dr. Wade Pfau, founder of Retirement Researcher and director of retirement research for McLean Asset Management
In the second part of the conversation about the future of the 60/40 portfolio, guests Matt Estes and Charles Rotblut discuss how financial professionals can talk to their clients during market volatility and uncertainty. They also touch on how investors can be more tactical, nimble, and strategic in their portfolio construction in this environment.
Guests: Charles Rotblut, vice president at the American Association of Individual Investors and editor of the AAII Journal
Matt Estes, managing director and senior product strategist for the Global Allocation Portfolio at BlackRock
After a dismal 2022, the once-reliable 60/40 portfolio may not be the sure thing it once was. Should investors stay the course? Or should they take steps to create a more flexible portfolio? In the first of two episodes on the subject, we’re joined by the AAII’s Charles Rotblut and BlackRock’s Matt Estes, who help provide some answers.
Guests: Charles Rotblut, vice president at the American Association of Individual Investors and editor of the AAII Journal
Matt Estes, managing director and senior product strategist for the Global Allocation Portfolio at BlackRock
In this episode, we’re joined by Rebecca Plowman and Jason Berkowitz from the Insured Retirement Institute as well as Global Atlantic’s Bill Crane, who break down key parts of the bill and why it’s a gamechanger for both financial professionals and their clients.
Guests:
Rebecca Plowman, Director of Compliance and Implementation at the IRI.
Jason Berkowitz, Chief Legal and Regulatory Affairs Officer at the IRI
Bill Crane, SVP of Market Development at Global Atlantic
In the final of our three episodes, we discuss how financial professionals can communicate with Asian Americans and provide tips on how to help them reach their financial goals.
Guests: Fred Huang, a managing director of Forest Hills Financial Group in New York Pei Yin “Joey” Ng, Senior Advanced Markets Analyst at Global Atlantic with a focus on the Asian-America market.
Since March 2020, women have started more businesses than men, according to a July 2021 report — and financial professionals need to be ready to respond. Women and finance experts Patti Hausherr and Ann Hughes join host Dan Corcoran to discuss how to adapt to the changing face of the small business owner and the opportunities available to financial professionals.
Whether they’re supporting a college-age child, ailing spouse, or aging parent, caregivers are everywhere — and 66% of them are women. Caregiving can extract a toll on their energy, time, and finances. Women in finance experts Patti Hausherr and Ann Hughes join host Dan Corcoran to discuss why this is such an important demographic for financial professionals.
Losing a spouse is a seismic event, especially for wives. How can financial professionals help their female clients navigate this challenging period? Experts on women in finance Ann Hughes and Patti Hausherr speak with host Dan Corcoran about how financial professionals can provide guidance during an especially vulnerable time in their clients’ lives while also maintaining strong relationships.
Women over 50 are divorcing in record numbers, presenting both a challenge and opportunity for financial professionals. Host Dan Corcoran speaks with Ann Hughes and Patti Hausherr, who are experts in women’s finance, to unpack how ‘gray divorce’ affects women, how it is impacting the industry, and how financial professionals can court this growing segment of the population.