What will the future of face-to-face distribution look like in the coming years. Today, we talk with someone who has always built a business five years ahead of the rest. Paul Blanco, Founder and CEO of Barnum Financial joins us to talk about the future of advisors, insurance agencies, wealth management and technology. Links mentioned in the show: We create audio and video content for professionals who share a passion for advancing the retirement industry. Approximately 80% of our audience are top advisors or independent agents who help consumers plan for retirement. Approximately 10% work at carriers in product management, distribution, and compliance. Industry influencers account for approximately 10%. We want to help every independent agent be successful in explaining the benefits of annuities. And there are many. They can protect retirement nest eggs from market downturns. They can generate predictable income in retirement. They can even offer several benefits in case of serious illnesses. However, the products can be very complicated. And discussing tough topics about retirement lifestyle can be tricky. At the same time, we work in a highly regulated industry. We frequently sell our products to seniors. And the laws seem to change all the time. How do we effectively build our practice and remain compliant with all rules? This information is provided by Nassau for educational purposes only. It is not individualized to address any specific financial objective and is not intended as investment, legal or financial advice. Any links or references to third-party information or websites is for informational purposes only. Nassau has no control over such third-party information or websites, is not responsible for their availability or accuracy, and does not endorse and is not responsible or liable for any content, advertising, products, or other materials on or available from them. Your access to or use of such sites or resources is at your sole risk....(read more)
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In episode 170 of "That Annuity Show," the focus is on the future of advice. Hosts Mark ParĆ© and Bill Broich are joined by guest Paul Blanco, founder of the innovative fintech company, MyFiduciary. As the financial industry continues to evolve, the traditional model of financial advice is increasingly being challenged by a new wave of technology-driven solutions. MyFiduciary is playing a key role in this change, offering a fiduciary-driven platform designed to help advisors provide unbiased investment advice to their clients. The discussion begins with a look at the challenges facing traditional advisory models, such as high fees, conflicts of interest, and outdated technology. Paul Blanco explains how MyFiduciary is addressing these challenges by providing affordable, user-friendly tools that allow advisors to focus on delivering the best investment advice for their clients. The conversation then turns to the importance of fiduciary responsibility in financial advice. Paul Blanco stresses the significance of acting in the best interest of the client and how MyFiduciary’s technology puts clients’ interests first. The platform does this by helping advisors to effectively communicate and efficiently engage with clients, so that they fully understand all aspects of their investments. The discussion then shifts to the impact of the COVID-19 pandemic on the financial industry, particularly the acceleration of technological adoption by advisors. Paul Blanco shares how MyFiduciary has helped advisors make this transition by providing them with the technology tools they need to adapt to the new reality of remote and virtual advising. Finally, the conversation closes with a look at the future of advice and how technology will continue to revolutionize the financial industry. Paul Blanco emphasizes the role of technology in democratizing access to quality financial advice, providing it to a broader range of clients and helping to close the widening gap in wealth inequality. Overall, episode 170 of "That Annuity Show" provides valuable insights into the future of advice and the role of technology in transforming the financial industry. Paul Blanco’s perspective is both informative and engaging, providing viewers with a clear understanding of how the industry is changing and what we can expect in the years to come. https://inflationprotection.org/exploring-the-outlook-of-guidance-with-paul-blanco-an-episode-of-that-annuity-show-170/?feed_id=90007&_unique_id=6442a24064723 #Inflation #Retirement #GoldIRA #Wealth #Investing #annuities #annuity #BrunoCaron #PaulBlanco #PaulTyler #RamseySmith #ThatAnnuityShow #RetirementAnnuity #annuities #annuity #BrunoCaron #PaulBlanco #PaulTyler #RamseySmith #ThatAnnuityShow
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