“At the end of the day, the pain of staying becomes bigger than the pain of leaving.” - Tom Wall
In this episode, Claudio and Bernadette welcome Tom Wall, Speaker, Author, Economist, PhD, and Dad; and share their conversation about career pivoting and retirement planning.
Tom holds a Ph.D. in Retirement Income Planning, with original research on Whole Life as a Fixed Income Alternative under the advisement of industry thought leaders Wade Pfau, Michael Finke, and Stephen Parrish. His focus on academics and selling from a place of integrity come from a 20-year career of positioning whole life insurance and competing against its alternatives. Starting in college as an award-winning advisor with Northwestern Mutual before moving his practice to MassMutual, he subsequently grew his career in prominent home office roles in sales and marketing leadership. He has been a well known storyteller at perennial company conferences and firm meetings nation-wide. Tom now coaches and consults with financial advisors, hosts the Whole Life Masterminds study group, and is authoring multiple pieces of original thought leadership, books, and other content.
Tom distills decades of experience into simple language, concepts, and thought leadership that advisors can immediately take to their clients. He believes whole life insurance is the Best Kept Secret in financial planning, and has refocused his career on driving organizational growth and inspiring a cultural shift among investment oriented advisors. Tom lives in the Boston area with his two boys aged 11 & 8, and wants nothing more than to make a profound impact on your team.
Connect with Tom Wall:
Website: https://www.tomwalltalks.com/
Instagram:https://www.instagram.com/tomwalltalks/
LinkedIn: https://www.linkedin.com/in/tomwall/
This show is sponsored by GFG Solutions: https://gfgsolutions.com/
GFG Solutions was created to bring peace of mind, clarity, and happiness to our clients who own and manage businesses. We help businesses with their financial responsibilities, including tax prep, bookkeeping, payroll, and much more. And through our consulting services, we help businesses align their business decisions with their financial goals.
Follow GFG: https://www.instagram.com/gfgsolutions/
Follow Bernadette: https://www.instagram.com/the.band.tee.ceo/
