Annuity Chat with North American

Does your client’s financial home need a makeover?

20 min · 12. marras 2025
jakson Does your client’s financial home need a makeover? kansikuva

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In our latest episode of Annuity Chat, Samantha Hart, Director, Marketing Content Strategy, shares how Sales and Marketing are partnering like never before to deliver more value to agents and their clients, including: •The power of Sales and Marketing alignment •Our client-approved materials that make an impact •How we’re raising the bar with the Financial Home Makeover

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jakson The Growth Mindset that separates top producers with Kelly McDonald kansikuva

The Growth Mindset that separates top producers with Kelly McDonald

In this episode of Annuity Chat with North American, we welcome Kelly McDonald, nationally recognized leadership expert and bestselling author, for a conversation centered on the power of a growth mindset and what it means to think bigger in today’s business environment. In recognition of Women’s History Month, we also highlight the growing influence of women in the marketplace and the evolving conversation around women and wealth across our industry. In this episode, we’ll highlight: * What a growth mindset is and how it differs from a fixed mindset * Real examples of individuals and brands that have embraced growth to elevate their success * Practical ways leaders and teams can cultivate a culture of growth * A performance principle used by Olympians to achieve big goals

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