The Power of Beneficiary Designations

How to Generate Business Through ACA Marketing

Many financial services professionals shy away from marketing Affordable Care Act (ACA) policies because they believe people who shop for ACA plans aren’t wealthy enough. In this episode of the Women In Business Podcast, Jean C. talks with Media Strategist Jaclyn Gladhill about why this is a mistake. Jean explains that by marketing ACA plans, she connects people who are self-employed or planning to retire early — and converts them to financial planning clients. Plus: Learn how she turned community involvement into a referral pipeline and why the key to success with social media is to post strategically.

Webinar - How to Use Insights to Your Advantage

In this episode, we’re joined by Darcy Matz, Senior Director of Projects and Strategic Planning, FMO Distribution with Allianz, for an encore presentation following her standout session at the Women In Business LIVE event. Darcy breaks down the Insights personality framework and shares practical ways to use it to strengthen communication and relationships. Learn how to quickly identify personality profiles, adapt your communication style for stronger connection, and elevate client conversations, team dynamics, and leadership presence.

The Power of Beneficiary Designations

In this episode of the Women In Business Podcast, Jaclyn Gladhill, Media Strategist, and Karen D. discuss beneficiary designations…and the problems that can ensue if clients neglect to update them. Karen talks about how she incorporates conversations about beneficiary designations into her annual review appointments, and about how being thorough helps her clients achieve peace of mind.

Why 20-Year-Olds are Not Too Young to Be Clients

In this episode of the Women In Business Podcast, Media Strategist Jaclyn Gladhill chats with Kailey B., who outlines the benefits of working with people in their 20s and 30s. Tune in to learn how positioning yourself as a student loan expert and helping young people with long-term strategies can help you expand your prospect pipeline, and why becoming a family advisor can be a strong differentiator.

How Maintaining Contact Increases Client Retention

In this episode of the Women In Business Podcast, Vice President of Luson Media, Carlyn Hosking, sits down with Debbi M. to talk about the importance of educating clients, why difficult questions are essential, and how maintaining client contact increases retention. Debbi also shares her story of how her husband’s unexpected death and feeling dismissed by her late husband’s financial advisor led her to become a financial advisor herself.