Topic: Video

Jar Talk #3: Financial Advisor vs. The Prosumer

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A prosumer is what happens when the new consumer becomes an expert. See how it impacts today’s financial advisor. Let’s help them get their groove back, shall we? Based on a video originally created by Joe Andrews.


Jar Talk #2: Back Office Person vs. The Big Producer

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Do independent financial services entrepreneurs do better when they find a yin for their yang? We call him an Idea Monkey, and her a (Ring)leader. See how they do as a team.


Trust As An Innovation – A Communication Lesson From The Florida Insurance Industry

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Communication, however, is the act of transferring information from one source to another. If the transfer is not complete, the communication did not take place. The understanding and possibly even retention is the proof that the communication did take place.


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