In our latest #BionicAdvisor interview, Mariska Reinerink shares her unique approach to helping clients redefine their relationship with money. Fun fact: Mariska will be diving deeper into this topic during our #webinar on Nov 14th! medium.com/finaeo/bionic-adv…
In our second #BionicAdvisor interview, we asked Michael Thorpe about starting his own advisory firm, how technology is shaping insurance and finding his competitive advantage as an advisor. Thank you for these great insights @MikeUrbane! medium.com/finaeo/bionic-adv…
During our #BionicAdvisor interviews, we asked advisors to share their most memorable and impactful learnings. In our first interview, @Broker_Brett shares how he started his career, built a network and explored entrepreneurial opportunities in insurance. medium.com/finaeo/bionic-adv…
Advisor Headache Cure: Find the right balance of tech and client engagement to reduce financial-related stress. Read what the expert, @gspitzner, had to say about the modern advisor - the good and the bad. Full interview here: wealth.insart.com/wealthtech…
#FinaeoCoaching
As a Finaeo #BionicAdvisor you have 24/7 access via our @SlackHQ channel to people like our talented Co-Founder @donaldchu who built a 7 figure insurance business in 4 years.
He will help you position our technology with insurance products to ensure success.