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Showing episodes and shows of
The Brighthouse Financial Insights Panel
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Flavors of Ambition
The Philosophy of Play: Morgan Parker and Ryan Taylor on Building Cities with Purpose
The Middle East is reimagining what a city can be—and at the heart of that transformation is a bold question: what if play, creativity, and human connection became the foundation of urban design?In this episode of Flavors of Ambition, Ryan Taylor, Managing Director at BCG Brighthouse, sits in the host’s chair for a conversation with Morgan Parker, Vice Chair of the Management Committee at Qiddiya Investment Company, about the philosophy shaping one of the region’s most ambitious initiatives. Just outside Riyadh, Qiddiya is being built from scratch around sport, entertainment, and culture—designed not just...
2026-01-27
42 min
Making Change with your Money
How to Build Wealth and Legacy with Lauri Kibby, Managing Partner at Seleen Brighthouse
What happens when a seasoned finance professional with an MBA and 26 years in construction loses nearly $2 million to a Ponzi scheme? In this candid and empowering conversation, Laura Rotter sits down with Lauri Kibby—Managing Partner at Seleen Brighthouse real estate investment fund—who turned one of her most devastating financial mistakes into a mission to educate and empower women investors.Lauri's journey from growing up with money as a "weapon" (despite living an upper-middle-class life) to becoming a successful entrepreneur and developer reveals powerful lessons about financial resilience, self-trust, and the importance of k...
2025-12-27
45 min
PantheonAI
BREAKING: Bitcoin $110K as Stocks Sink | Is Apple Overpriced? | Trump Wants China Tariffs GONE
🎃 HALLOWEEN MARKET BRIEFING - October 31, 2025Spooky divergence! Stocks fall while Bitcoin SURGES above $110K. Brighthouse Financial EXPLODES +20% on massive deal news, and Trump drops tariff bombshell. Plus: Is Apple too expensive despite strong iPhone sales?📊 TODAY'S MARKET SNAPSHOT:S&P 500: 6,840.75 (-0.55%) 📉Dow Jones: 47,505.57 (-0.32%) 📉NASDAQ: 23,749.1 (-0.8%) 📉Bitcoin: $110,100 (+1.67%) 🚀✅Ethereum: $3,856 (+1.4%) 🚀✅🔥 BREAKING HEADLINES:✅ BRIGHTHOUSE FINANCIAL SURGES +20%: Aquarian nears $4 BILLION deal✅ BITCOIN DEFIES STOCKS: Rallies to $110K while equities fall (crypto momentum returns!)✅ ETHEREUM UP 1.4%: Digital assets finding refuge amid market uncertainty✅ APPLE VALUATION DEBATE: iPhone sales strong BUT stock "too expensive" vs Qualcomm, Alphabet✅ TRUMP TARIFF SHOCK: "Would love to see" 10% China t...
2025-10-31
09 min
The Art Of Hospitality
Hands On With Top Performing Properties Is Hard Work (With Erin Lenhardt)
In this episode, we're joined by Erin Lenhardt of The Brighthouse to talk building, market focus, design of winning STRs, guest experience, investing and a LOT more...Enjoy!⭐️ Links & Show NotesAdam NorkoConrad O'ConnellThe BrighthouseErin Lenhardt
2025-08-20
50 min
Getting Real with Bossy: For Women Who Own Business
Navigating Wealth: The Female Perspective on Financial Empowerment
Let’s talk money—because it’s time we all got a little more comfortable doing just that.In this empowering episode of Getting Real with Bossy, your hosts Kelly B and Kelly M sit down with the amazing Lauri Kibbe—entrepreneur, investor, and fierce advocate for women’s financial empowerment. Lori is the managing partner of Selene Brighthouse, a real estate investment fund focused on revitalizing community retail centers with a purpose-driven approach. She brings decades of experience across industries (think real estate, fashion, health and beauty, and biomedicine), and she’s here to share what she’s learne...
2025-06-16
47 min
Women Choosing Growth
Lauri Kibby | Unlocking Wealth & Power: Investing for Women
🎧 Episode Summary:In this episode of Women Choosing Growth, host Tina Sue welcomes Lauri Kibby, a passionate advocate for women, entrepreneur, and Managing Partner at Selene Brighthouse. Lauri shares her mission to help women unlock their full potential through investing and strategic wealth-building. She discusses how she used investing to build a new company, the role of mindset in financial success, and how women can overcome societal and personal barriers to wealth.If you’re ready to take control of your financial future and step into your power, this episode is packed with insights to help...
2025-04-21
53 min
Manifestation & Money
How Women Can Take Control of Their Money with Lauri Kibby 💰🏡
What if you could confidently grow your wealth, invest in real estate, and leave a powerful legacy—without second-guessing yourself? In this episode, I sit down with Lauri Kibby, Managing Director of Selene Brighthouse, to discuss how women can step into financial empowerment, smart investing, and long-term wealth creation. Lauri shares her diverse experience in real estate, investing, and entrepreneurship, the biggest financial mistakes women make, and why trusting yourself is the key to success. We also dive into how to invest in real estate without making it a second job, how to recover from financial setbacks, and...
2025-03-25
24 min
Your Career, Unscripted
Andra London - BCG BrightHouse - The most transformative moments were the moments of transition
“The most transformative moments were the moments of transition.” Andra London is a Managing Director at BCG BrightHouse, where she harnesses the power of purpose and strategic storytelling to help organizations grow their people, profits, and impact.I am honored to have interviewed her on this week’s episode of Your Career, Unscripted! Her career advice has personally given me the perspective to zoom out and see the bigger picture - and I’m excited to share her advice and story in the hopes that the conversation helps you on your own career journey.Since...
2025-03-24
42 min
Future of Finance Marketing
Evolving Performance Growth: Breaking Down Channel, Messaging, and Creative Opportunities with Brighthouse, Chubb
Evolving Performance Growth: Breaking Down Channel, Messaging, and Creative OpportunitiesLearn how our panel of experts is optimizing performance marketing with strategies for channel selection, messaging, and creative. Uncover emerging paid media content opportunities that are driving growth for finance brands.Panelists:* Jason Keath, Social Fresh* Liz Ferguson, Brighthouse Financial* Pooyan Alizadeh, Designity* Lou Calabrese, Robertson Stephens* Tamara Scott, Chubb This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes...
2025-02-16
41 min
Simply Finance
China’s Climate Finance Influence and El Salvador’s Political Shift
Explore China's pivotal role in financing the energy transition in the Global South amidst global climate leadership changes. Delve into El Salvador's controversial move to eliminate public campaign financing and its impact on political diversity. Plus, gain insights from Oportun Financial Corp and Brighthouse Financial Inc's latest earnings reports, highlighting strategic growth and financial resilience in the industry. Sources: https://www.newsecuritybeat.org/2025/02/chinas-role-in-financing-the-energy-transition-in-the-global-south/ https://abcnews.go.com/International/wireStory/el-salvadors-congress-votes-eliminate-public-campaign-financing-118763247 https://finance.yahoo.com/news/oportun-financial-corp-oprt-q4-071727848.html https://finance.yahoo.com/news/brighthouse-financial-inc-bhf-q4-070823540.html Outline: (00:00:00) Introduction (00:00:42) China’s...
2025-02-13
14 min
No Labels, No Limits podcast
391 - Empowering Women, Building Wealth, and Taking Bold Risks with Caytie Langford
Join us for an inspiring episode of the No Labels, No Limits Podcast, where we break barriers and redefine success! This episode features Caytie Langford, a powerhouse in real estate investing, financial empowerment, and women’s wealth-building.As General Partner at Selene Brighthouse, she leads capital raising strategies, focuses on financial education, and builds a strong community of women investors. Her journey into real estate investing was accidental, but now she’s on a mission to bring more women into the investing space and help them gain financial power. She believes women have bold dreams that requ...
2025-02-06
46 min
Digital Pacemaker
Best-of: Warum brauchen Unternehmen einen Purpose? mit Dominic Veken (BCG Brighthouse)
mit Ulrich Irnich & Markus Kuckertz In unserem Digital Pacemaker best-of bieten wir euch besonders hörenswerte Folgen aus unserem Archiv. In Folge #1 ging es am 22. März 2022 um das Thema Purpose in Unternehmen. Zu Gast war Dominic Veken, Managing Director von BCG Brighthouse. Dominic prophezeit Unternehmen ohne Purpose eine schwierige Zukunft und schlägt Wege vor, wie Unternehmen ihren Purpose finden und etablieren können.
2024-12-10
37 min
NewsRamp Consumer & Lifestyle Podcast
Celebrating 15 Years of Eco-Friendly Home Cleaning with Brighthouse Green Home Cleaning
Join us as we celebrate Brighthouse Green Home Cleaning's 15 years of exceptional service in Nashville, Brentwood, and Franklin. Owner Jason Adkins shares the company's commitment to thorough and personalized home care, highlighting their highly trained staff, eco-friendly cleaning products, and great communication. Don't miss out on their $99.00 Anniversary Special for first-time customers! Thank you to our loyal customers for 15 years of trust and support.
2024-06-11
02 min
Was uns verbindet – Geschichten von Menschen & Möglichkeiten.
#26 Geschäftsführerin, Mutter, Frau: Über Ehrenamt, Vereinbarkeit, den Authority Gap und Frauen in Tech.
Wie gelingt eine erfolgreiche Transformation, ohne dass die Mitarbeitenden darunter leiden oder die Performance des Unternehmens sinkt. Im Podcast Interview mit Christina Bösenberg. 🎙️ Christina ist Geschäftsführerin bei BCG Brighthouse, Beirätin (Innovation, AI & Digital Transformation, Strategy, People), Speakerin, STRIVE Columnist, Angel Investorin und Mutter. In dieser Folge meines Podcasts »𝗘𝗾𝘂𝗮𝗹𝗶𝘁𝘆 𝟯𝟲𝟱« spricht Christina über ihre Herkunft, das Ehrenamt in Afrika und über Vereinbarkeit. Wir thematisieren zudem »zeitgemäße Rollenverständnisse«, Christina erklärt, was sie über Frauen in Teilzeit denkt und wie sie zur Frauenquote steht. Wir sprechen über die Herausforderungen, denen Frauen in der Wirtschaft bege...
2023-11-01
31 min
The MBS Show Reviews and Discussions
The MBS Show Reviews: MLP: Tell Your Tale: S1 E1 Sisters Take Flight & S1 E2 A Home to Share
Recorded on October/15/2023==========In this week's episode review, Norman Sanzo, Silver Quill & Jakob Fon Torkar review the first season of MLP Tell Your Tale Episode 1 Sisters Take Flight & Episode 2 A Home to Share. Join us for an entertaining review, it's gonna be an amazing show!!!In Zephyr Heights, Pipp Petals and Zipp Storm are packing their belongings to move into the Crystal Brighthouse in Maretime Bay.- Episode: Season 1 Episode 1 Sisters Take Flight- Airdate: April 7, 2022- Writer: Gretchen Mallorie - Storyboard Artists: Glen Bosiwang, Kamalia M.A. - Music: Benjamin PinkertonFollowing the destruction of he...
2023-10-26
1h 40
Life Accelerated
Building a Technology-Enabled Foundation with Jeff Hughes, Chief Technology Officer at Brighthouse Financial
Special guest, Jeff Hughes, the Chief Technology Officer of Brighthouse Financial, takes us on a journey through the past five years of his professional life, where he played a pivotal role in successfully transitioning Brighthouse Financial to a new foundation. With over 200 transition services agreements and 100 programs and initiatives to navigate, Jeff and his team faced numerous challenges, but ultimately emerged victorious in their quest. On this episode of Life Accelerated, Jeff Hughes shares about the company's successful transition to a new foundation that involved exiting hundreds of agreements and initiatives. Jeff emphasizes the importance of a...
2023-07-12
29 min
She Wonders with Ashley Grice
Season 3: Future Cities Guided by the Land
From the diets we consume to the environments we call home, our ecosystems are fundamental to both our survival and our identity. But as issues like climate change and food shortages have shown, the human landscape is at risk of falling behind if we don't make systemic changes to how we live. In the 3rd season of She Wonders, CEO at BCG BrightHouse Ashley Grice wonders alongside visionaries leading the way in rebuilding a more inclusive world. In this episode, Ashley speaks to Montserrat "Tat" Bonvehi-Rosich, a landscape architect, urban designer, and lecturer at Harvard University Graduate School of Design...
2023-01-06
26 min
She Wonders with Ashley Grice
Season 3: A Call for Empathetic AI with Rana el Kaliouby
As the way we live, work, and connect changed overnight, we are now at a reckoning moment: one that demands we re-examine our systems – social, technological, economic, and environmental – and the gaps in our world that leave too many people behind. In the 3rd season of She Wonders, Ashley Grice, CEO at BCG BrightHouse, wonders alongside visionaries leading the way in rebuilding the ecosystems, asking: can we evolve our ecosystems to evolve ourselves? Technology is an evolutionary driver, changing the way we live, work, and think – some say for the better, others for the worse. As we embark on the next e...
2022-10-19
28 min
Zalma on Insurance
STOLI Fraud Victims & Return of Premium
Lack of Insurable Interest Makes Life Policy Void from Inception Policy Acquired as Part of a STOLI Fraud Never Existed as a Matter of Law RELEVANT FACTS AND BACKGROUND On July 11, 2007, the fictitious Mansour Seck Irrevocable Life Insurance Trust (the "Seck Trust") applied to MetLife Investors USA Insurance Company (Brighthouse's predecessor) for a $5 million universal life insurance policy insuring the life of a fictitious man identified as Mansour Seck (the "Policy"), with a birthday of January 1, 1933. Seck was identified as a French citizen residing at 170 Academy Street, Jersey City, New Jersey. After confirming that its pro...
2022-09-12
15 min
She Wonders with Ashley Grice
Season 3: #She_Builds from Haiti to the World
The way we live, work, and connect changed overnight. Now, we're at a moment of reckoning—one that demands we re-examine our systems, social, technological, economic, and environmental, and the gaps in our world that leave too many people behind. In the 3rd season of She Wonders, Ashley Grice, CEO at BCG BrightHouse, wonders how we can rebuild a more inclusive world. In this episode, Ashley Grice speaks to Shaïna Silva, an award-winning entrepreneur, ecosystem architect, and digital transformation strategist about how and to whom we give economic power. An advocate for women leading the New Economy, Shaïna foun...
2022-09-07
19 min
In Her Ellement
Purpose & Impact with Ashley Grice, CEO of BCG Brighthouse
To be a great business leader you have to bring your whole best self to your work. Too often women feel that they need to conceal their emotions to avoid being stereotyped, but empathy is such a critical skill for success. Ashley Grice shares her journey to becoming a leader of purpose & impact at Brighthouse and how to nurture your authentic self. As the CEO and managing director of BCG Brighthouse, Ashley Grice drives purpose, vision and impact storytelling. As a dynamic business leader, Ashley shares the qualities that make a great leader and how to bring you...
2022-07-25
21 min
Digital Pacemaker
#1 Warum brauchen Unternehmen einen Purpose? mit Dominic Veken (BCG Brighthouse)
mit Ulrich Irnich & Markus Kuckertz In Folge #1 geht es um das Thema Purpose in Unternehmen. Zu Gast ist Dominic Veken, Managing Director von BCG Brighthouse. Dominic prophezeit Unternehmen ohne Purpose eine schwierige Zukunft und schlägt Wege vor, wie Unternehmen ihren Purpose finden und etablieren können. Diskutiert wird die Notwendigkeit eines Purpose als unternehmensweites, langfristiges inneres Anliegen, seine Vorteile im Hinblick auf Schnelligkeit und Flexibilität, Motivation der Mitarbeiter und Attraktivität als Arbeitgeber sowie Wege zu einem tragfähiger Purpose. Das Gespräch schließt mit der Frage wie ein Purpose langfristig und erfolgreich im Unternehmen etabliert wird.
2022-03-22
37 min
Money Talks
Money Talks: Decade Before Retirement
Do you dream of retiring from your job? No so fast. We have a list of boxes to “check off” in the decade before you make this dream a reality. The final decade before retirement is an opportunity to strengthen a retirement plan and tie up any remaining details that can help secure your future. Brighthouse Financial published an article that will be our guide for our discussion today: A Checklist for the Decade Before Your Retirement Date https://www.usatoday.com/interactives/sponsor-story/brighthouse-financial/a-checklist-for-the-decade-before-your-retirement-date/Our experts discuss their suggestions:Review your sav...
2021-11-23
49 min
Investing Perspectives with Brighthouse Financial
2022 Outlook: Considerations for Your Investment Strategy
Economy and Markets Signal Weakness – Our Year-End Recap Investing Perspectives with Brighthouse Financial examines the key concerns and questions financial advisors (and their clients) have about the markets, including the impact of tax law changes, trade wars, rising rates, today’s political environment, and more. From Brighthouse Financial, join Phil Melville, Chief Risk Officer, for unique, in-depth insight and perspective.
2021-11-12
12 min
Leadership Lab with Dr. Patrick Leddin
Lead with Purpose with BrightHouse CEO Ashley Grice
Ashley Grice, CEO at BrightHouse, a BCG Company joins Patrick to talk about the importance of purpose. We explore what it is, why it matters, and how it will help you and your organization to thrive.
2021-04-21
40 min
Investing Perspectives with Brighthouse Financial
2021 Market Outlook: All Eyes on the U.S.
This edition of Investing Perspectives with Brighthouse Financial covers the 2021 market outlook and addresses key questions financial professionals (and their clients) might have during this time of continued uncertainty. Consider Phil’s insights on the following market-related topics to enhance your client conversations: - Valuations and future growth potential of U.S. equity and other investments - Biden administration and anticipated policy changes - COVID-19 vaccine distribution and economic implications
2021-01-25
14 min
Investing Perspectives with Brighthouse Financial
Politics & the Pandemic: Election Implications for Investors
Brighthouse Financial brings you an election-themed edition of Investing Perspectives featuring Reagan Anderson, SVP of Government Relations at Capital Group and Matt Miller, Political Economist and Corporate Affairs Advisor at Capital Strategy Research. Looking beyond the fast-moving political and pandemic headlines, Victor Soto, Head of Investment Research and Analysis for Brighthouse Investment Advisers, and his guests dig deep into the core considerations affecting investor sentiment in the 2020 election cycle: - State of the 2020 race - Additional stimulus relief and economic outlook - Payroll holiday impact - Tax plan implications of each Presidential candidate - Key takeaways for investors
2020-10-19
34 min
Investing Perspectives with Brighthouse Financial
Markets Await Election Results: The Outlook for Year-End
This edition of Investing Perspectives with Brighthouse Financial covers the Q4 2020 outlook on capital markets while addressing key questions financial professionals (and their clients) might have in this continued uncertain environment leading up to the U.S. presidential election. Look to Phil’s insights on the following market-related topics to enhance your client conversations: - Economic growth potential for the Fourth Quarter - U.S. presidential election outlook and key considerations - Navigating recent Fed Monetary Policy and the low interest rate environment
2020-10-15
16 min
Geil Montag Podcast
Dominic Veken (BrightHouse): Was macht ein Unternehmensphilosoph?
Dominic Veken ist Werbeprofi und Philosoph - vielleicht für sich genommen schon ein Widerspruch in sich. Aber bei Dominic passen diese beiden Welten sehr gut zusammen, denn er ist Unternehmensphilosoph und beschäftigt sich mit der Frage, welchen Sinn eigentlich große Unternehmen verfolgen und wie sie die Mitarbeitenden und Kunden von der eigenen Mission überzeugen können. Bevor er sich als Berater und Speaker selbstständig gemacht hat und Managing Director der Sinn-Beratung BrightHouse wurde, war er bei der Werbeagentur Kolle Rebbe für Kunden wie Otto, Bionade oder den Wahlkampf Angela Merkels zuständig. Wir disk...
2020-09-21
1h 09
The Brighthouse Financial Insights Panel
Establishing Effective Relationships With Female Clients
This episode was previously published in August 2019. Women’s purchasing power has grown steadily in the last several decades, presenting advisors an opportunity to connect and be part of their financial planning. Our experts speak on why advisors need to target female clients as well as how to prospect effectively and nurture those relationships. Speaking in this episode are J. Michael Collins, financial capability expert and Faculty Director of the Center for Financial Security at the University of Wisconsin–Madison, Maddy Dychtwald, aging and longevity expert and co-founder of Age Wave, and Marti Barletta, marketing expert and author of t...
2020-08-25
17 min
Coexisting
SYDNEY, AUSTRALIA: The Seen and Unseen creating, celebrating, grieving and embracing change
Season 2 opens with one of my favourite episodes. Day 105 Sydney, Day 0 Melbourne - as Melbourne locked down suddenly again in a second wave - we speak to artist Belinda as she gazes out onto Sydney Harbour the night that Melbourne locked down. She talks about the arts community in Australia in lockdown and the Sydney Biennale, the first time it has been curated by an Indigenous artist Brook Andrew - turned on its head at the very last minute as it coincided with lockdown. She talks about what happens to an artist's practice...
2020-08-12
23 min
The Brighthouse Financial Insights Panel
Effective Strategies to Deepen Client Relationships and Gain Client Referrals
Clients refer people to their financial professional because they like them and want to help them build their business. Our host, business coach Stephen Boswell, President of The Oechsli Institute; prospecting expert Maribeth Kuzmeski, founder of Red Zone Marketing; and behavioral finance expert Preet Banerjee, consultant to the wealth management industry, discuss how to personalize your client relationships and provide strategies for asking for referrals.
2020-07-29
13 min
Investing Perspectives with Brighthouse Financial
Economic Recovery in the “New Normal”
On the back of the longest U.S. economic expansion in history, it took just over three weeks for the market to enter bear territory. A few months later, we’ve bounced back to near record high levels. How will this impact my 2020 investment strategy? Listen as Phil Melville, Chief Risk Officer for Brighthouse Financial, provides his perspective. This edition of Investing Perspectives with Brighthouse Financial covers the Q3 2020 outlook on capital markets while addressing key questions financial professionals (and their clients) might have in this volatile and uncertain time. Look to Phil’s insights on the following market...
2020-07-13
09 min
The Brighthouse Financial Insights Panel
Update Your Outreach Tactics With These Cutting-Edge Strategies
Cutting-edge tactics, such as targeting your prospects with social media and creating videos to explain your value to those prospects, are just two of the many techniques the Insights Panel discusses in this episode. Listen as our host, business coach Stephen Boswell, President of The Oechsli Institute; prospecting expert Maribeth Kuzmeski, founder of Red Zone Marketing; and behavioral finance expert Preet Banerjee, consultant to the wealth management industry, share their strategies for updating your outreach to be more targeted and efficient.
2020-06-30
12 min
Markets Plus
Unearthing and executing purpose
This episode of Sustainability Leaders focuses on a company’s purpose and why it matters for sustainability. A company’s purpose matters now more than ever, and social purpose and social impacts have taken a front seat these days as COVID-19 changes the landscape for all economies.Our guests today are experts in creating purpose statements and leading companies on the journey to find their purpose. Cathy Carlisi, President-America, Ashley Grice, CEO, are with BrightHouse, part of the Boston Consulting Group. They've helped many companies, including BMO, to develop a purpose strategy and drive it towards sustainability outc...
2020-06-04
25 min
The Brighthouse Financial Insights Panel
How to Find and Connect With Niche Clients
According to one study, 71% of financial professionals bringing in $20 million or more in new assets per year have a niche that represents 25% or more of their revenue. Yet only 25% of financial professionals segment their clients and prospects by niche. Listen to our host, business coach Stephen Boswell, President of The Oechsli Institute; prospecting expert Maribeth Kuzmeski, Ph.D., founder of Red Zone Marketing; and behavioral finance expert Preet Banerjee, consultant to the wealth management industry, discuss how finding the right niche for your practice can help build your expertise, lead to deeper client connections, and streamline your prospecting.
2020-05-26
11 min
Sustainability Leaders
Unearthing and executing purpose
Our episode today focuses on a company’s purpose and why it matters for sustainability. A company’s purpose matters now more than ever, and social purpose and social impacts have taken a front seat these days as COVID-19 changes the landscape for all economies.Our guests today are experts in creating purpose statements and leading companies on the journey to find their purpose. Cathy Carlisi, President-America, Ashley Grice, CEO, are with BrightHouse, part of the Boston Consulting Group. They've helped many companies, including BMO, to develop a purpose strategy and drive it towards sustainability outcomes. They disc...
2020-05-20
25 min
Investing Perspectives with Brighthouse Financial
Navigating Today’s Market: A Look at the Unprecedented U.S. Response and the 2020 Outlook
Brighthouse Financial brings you this latest edition of Investing Perspectives featuring Mike Bazdarich, PhD, Economist at Western Asset Management. Having spent time at the Federal Reserve Bank of San Francisco and as an Economist at Western Asset Management since 2005, Mike has dedicated his career to researching economic policy and analyzing capital markets. In addition, he has written a whitepaper on the potential for negative interest rates and the global economic impact. Victor Soto, Head of Investment Research and Analysis for Brighthouse Investment Advisers, moderates this conversation. Join their discussion about 2020 investing opportunities amid unprecedented market volatility and events. Additional topics...
2020-05-04
32 min
The Brighthouse Financial Insights Panel
Maximize Your Prospecting Techniques
Finding time for prospecting can be a challenge. Join our host, business coach Stephen Boswell, President of The Oechsli Institute; prospecting expert Maribeth Kuzmeski, founder of Red Zone Marketing; and behavioral finance expert Preet Banerjee, consultant to the wealth management industry as they discuss time management and efficiency strategies that can help make room in your schedule for bringing in new business.
2020-04-28
12 min
The Brighthouse Financial Insights Panel
Discussing the Role of Annuities in Strong Retirement Plans
Clients often aren’t sure how annuities could meet their needs in retirement. For more effective discussions, members of our Insights Panel share advice on how financial professionals can help solve the annuity puzzle for their clients. Our experts discuss how to explain the benefits of annuities, including added protections against volatility and a guaranteed source of income. Speaking in this podcast are: Jay Mooreland, client behavior coach and author of “The Emotional Investor”; Mark Zinder, consultant and financial professional coach; Jared Weiner, futurist and trend consultant at The Future Hunters; Michelle Connolly, professor of economics at Duke University; and Dan Go...
2020-03-31
12 min
DeWitt and Dunn Financial Podcast
Developing Income with Jared Anderson of Brighthouse Financial
Jared Anderson of Brighthouse Financial joins Cathy to discuss some of the newest innovations in developing income for retirees.
2020-03-23
21 min
The Brighthouse Financial Insights Panel
Help Clients Understand True Diversification in Retirement
How can you help strengthen your clients’ financial portfolios through diversification? Assessing whether your clients’ portfolios have the right mix of investments, products, and categories can help ensure they’ll have the necessary protections in place to meet their needs in retirement. Speaking in this episode are members of our Insights Panel: Michelle Connolly, professor of economics at Duke University; Jay Mooreland, client behavior coach and author of “The Emotional Investor”; Mark Zinder, consultant and financial professional coach; Dan Goldstein, behavioral economist and principal researcher at Microsoft Research; and Erica Orange and Jared Weiner, futurists and trend consultants at The Future Hun
2020-02-25
18 min
She Wonders with Ashley Grice
Season 1: Courageous Inclusion
Should we demand vulnerability from our leaders? There’s power in vulnerability. But for those in powerful positions, opening up can feel like a contradiction: why admit you have questions when people look to you for answers? The good stuff in life is always a little scary. Can we teach ourselves the courage to show the people around us that we’re all in it together? Guests include Carlton Mackey, Director of the Ethics & the Arts Program at Emory University and Founder of #BlackMenSmile, and Ashley Grice, CEO at BrightHouse. Hosted by Jess Newfield, Thinker and Strategy Director at BrightHouse.
2020-02-11
23 min
She Wonders with Ashley Grice
Season 1: Imposter Syndrome
Why are 70% of Americans struggling with Imposter Syndrome? It’s lonely to feel like a fraud, but people who doubt their accomplishments despite overwhelming evidence to the contrary are far from alone. How we talk to that nagging voice in our heads can have a huge impact on what it says. An episode for those who struggle with doubt—and for leaders who want to help their teams beat it. Guests include Chip Gross, Managing Director at BrightHouse, and Dr. Adia Gooden, Psychologist and Director of Community Programs & Outcome Measurement at Northwestern University. Hosted by Judy Oh, Thinker and Strategy Dire...
2020-02-11
25 min
She Wonders with Ashley Grice
Season 1: Work-life Harmony
What if you could compose your life’s story? When life feels like a balancing act, maybe it’s time to harmonize instead. Start with the melody. Start with what matters to you, then layer on the rest. And don’t fear the tension. It’s absolutely necessary for the resolution. Guests include Okorie Johnson, Cellist and Composer #okcello, and Andra London, Senior Director of Strategy at BrightHouseHosted by Jess Noel, Thinker and Senior Art Director at BrightHouse.
2020-02-11
19 min
The Brighthouse Financial Insights Panel
How to Help Clients Set Specific Savings Goals for Retirement
Financial professionals are essential to helping clients understand how their financial goals will change in retirement. Our Insights Panel shares how to help your clients picture their financial futures and factor any changes into a customized plan that will meet their unique needs. Speaking in this episode are Mark Zinder, consultant and financial professional coach; Jay Mooreland, client behavior coach and author of “The Emotional Investor”; Erica Orange and Jared Weiner, futurists and trend consultants at The Future Hunters; and Dan Goldstein, behavioral economist and principal researcher at Microsoft Research.
2020-01-28
13 min
Investing Perspectives with Brighthouse Financial
Global Tensions Rise With U.S. Equity Highs
The S&P 500 returned over 25% in 2019, but the potential for slower growth and global events has caused some uncertainty. How will this impact my 2020 investment strategy? Listen as Phil Melville, Chief Market Strategist for Brighthouse Financial, provides his perspective. This edition of Investing Perspectives with Brighthouse Financial covers the Q1 2020 outlook on capital markets while addressing the key questions financial advisors (and their clients) have for the new year. Additional topics include: - China trade deal update and impact - Global political tensions and market reaction - Evaluating the likelihood of a recession - U.S. Presidential election implications
2020-01-23
14 min
The Brighthouse Financial Insights Panel
How Conversations on Long-Term Care Can Drive Business Growth
This episode was previously published in February 2019. As people live longer than ever, there’s an ever-growing need for long-term care solutions. Our experts talk about why it may be advantageous for advisors to cover long-term care (https://www.brighthousefinancialpro.com/pro/products/life-insurance/smartcare/) and the potential financial impacts that longevity has on clients and their families. Speaking in this episode are J. Michael Collins, financial capability expert and faculty director of the Center for Financial Security at the University of Wisconsin-Madison, Maddy Dychtwald, aging and longevity expert and co-founder of Age Wave, and Betty Doll, long-term care insurance ex...
2020-01-07
17 min
Quarterly Earnings
Brighthouse Financial's (NASDAQ:BHF) Quarterly Conference Call for Q3 2019
Listen to research about companies that trade on the stock market as an audio recording!
2019-12-30
01 min
Investing Perspectives with Brighthouse Financial
Dr. David Kelly from JP Morgan Discusses 2020 Asset Allocation Opportunities
What is the forecast for interest rates and where are there opportunities for advisors to help clients generate income? Is there still room for growth in this uncertain market and what can we expect in 2020? Listen to expert insights from JP Morgan’s Chief Global Strategist, Dr. David Kelly. Brighthouse Financial brings you this latest edition of Investing Perspectives with Dr. David Kelly, Chief Global Strategist for JP Morgan. Dr. Kelly leads the team at JP Morgan responsible for delivering the Guide to the Markets and is widely recognized for his capital markets and broad economic analysis. He is fe...
2019-12-05
29 min
The Brighthouse Financial Insights Panel
Prospecting With Your Clients’ Children
Establishing relationships with your clients’ children becomes important as your clients begin to plan their estates. Our experts talk about why advisors should make prospecting with the next generation a regular part of their jobs and how to navigate sensitive conversations about money with family members. Speaking in this episode are Grant McCracken, social anthropologist and author of “Culture and Consumption,” and Jeb Blount, prospecting expert and author of “Fanatical Prospecting.”
2019-11-25
12 min
Transportation Matters - Warum Transport uns alle angeht
#01.03 | Brad White – Purpose (Englisch)
Präsident, Europa und Mittlerer Osten bei BrightHouse Die aktuelle Folge von Transportation Matters befasst sich mit der Frage "Warum?". Warum machen wir als Unternehmen, über das reine Geldverdienen hinaus, das, was wir machen? Was bewegt uns und lässt uns morgens aufstehen, um unser Bestes zu geben? Mit anderen Worten: Was ist unser Daseinszweck? Martin Daum blickt in seinem Gespräch mit Brad White dabei über den Tellerrand. Brad White hilft mit seiner Erfahrung Unternehmen dabei, ihren Daseinszweck zu definieren und für sich zu nutzen - über die Geschäftszahlen hinaus. Brad White vergleicht seine Arbeit g...
2019-11-06
32 min
Transportation Matters - The CEO Podcast of Daimler Truck
#01.03 | Brad White – Purpose
President, Europe and Middle East at BrightHouse The latest episode of Transportation Matters is about the ‘Why?’. Why, as a company, are we doing business - beyond making money? What drives us, what gets us up in the morning to give it our best? In other words: What is our purpose? Martin Daum goes after these questions in his conversation with Brad White, a veteran specialized in helping businesses to define and use their purpose beyond the financials. Brad White likes to compare his work to that of an archeologist, who engages in digging deep down to the...
2019-11-06
32 min
Working better, together.
#16: How to cultivate values-driven work at an all-remote company
Previously the MD and Talent Manager of Brighthouse (now known as This Way Up), Nadia has worked at Gitlab since 2017 simultaneously recruiting to scale the company from 75 to 767 hired team members and building up her career in People Operations at the company. She moved into a management position at Gitlab a couple of months ago. All 767 Gitlab employees work from home. It was decided from the start by the founders that the company would always stay remote. “If we say all-remote, we really mean it. We have no offices anywhere in the world.” How does Gitl...
2019-11-05
21 min
The Brighthouse Financial Insights Panel
Guiding Female Clients Through Challenging Situations
Divorce and widowhood can color the decisions female clients make as they navigate these emotional phases, and the advisor’s role is to help them stay on track with their financial goals and retirement planning. Our experts discuss how to ensure that client relationships are strong before life-changing events occur. Speaking in this video are J. Michael Collins, financial capability expert and Faculty Director of the Center for Financial Security at the University of Wisconsin–Madison; Maddy Dychtwald, aging and longevity expert and co-founder of Age Wave; and Marti Barletta, marketing expert and author of the book series “Marketing to Women.
2019-10-30
16 min
Investing Perspectives with Brighthouse Financial
Market Swings and the Presidential Election: The Forecast for Year-End
Uncertainty in the markets continues amid geopolitical events and Fed policy debate. What can we expect? Listen as Phil Melville, Chief Market Strategist for Brighthouse Financial provides his perspective. This edition of Investing Perspectives with Brighthouse Financial covers the fall forecast for capital markets while addressing the key questions financial advisors (and their clients) have about the remainder of the year.
2019-10-08
12 min
The Brighthouse Financial Insights Panel
Understanding Women’s Level of Retirement Preparedness
Women have different career and life trajectories than men, which informs how women need to approach their finances. The Insights Panel discusses women’s financial needs and how advisors can better address their concerns about retirement planning. Speaking in this episode are J. Michael Collins, financial capability expert and Faculty Director of the Center for Financial Security at the University of Wisconsin–Madison; Maddy Dychtwald, aging and longevity expert and co-founder of Age Wave; and Marti Barletta, marketing expert and author of the book series “Marketing to Women.”
2019-09-26
17 min
The Brighthouse Financial Insights Panel
Establishing Effective Relationships With Female Clients
Women’s purchasing power has grown steadily in the last several decades, presenting advisors an opportunity to connect and be part of their financial planning. Our experts speak on why advisors need to target female clients as well as how to prospect effectively and nurture those relationships. Speaking in this episode are J. Michael Collins, financial capability expert and Faculty Director of the Center for Financial Security at the University of Wisconsin–Madison, Maddy Dychtwald, aging and longevity expert and co-founder of Age Wave, and Marti Barletta, marketing expert and author of the book “Marketing to Women.”
2019-08-29
17 min
The Brighthouse Financial Insights Panel
Strengthen Client Connections Through Legacy Planning
While including loved ones in legacy planning talks can give advisors a more complete picture of their clients’ needs, the Insights Panel explains how to approach these sensitive conversations to ensure advisors are seen as trusted experts across generations. Speaking in this episode are J. Michael Collins, financial capability expert and Faculty Director of the Center for Financial Security at the University of Wisconsin–Madison, and Jamie Hopkins, advisor champion and Director of Retirement Research at Carson Wealth.
2019-07-30
11 min
Investing Perspectives with Brighthouse Financial
Revisiting Asset Allocation in Today's Market - Part 2
How do advisors navigate today’s market for clients? Where are growth and income opportunities for the remainder of 2019? Listen to expert insights from leading investment managers including, Invesco, Western Asset Management, Schroders, and JP Morgan. This two-part edition of Investing Perspectives with Brighthouse Financial brings together a roundtable of representatives from recognized investment managers to discuss mid-year investing opportunities across domestic and international equity and fixed income, along with other asset classes. Victor Soto, Head of Investment Research and Analysis for Brighthouse Investment Advisers, moderates this conversation.
2019-07-15
40 min
Investing Perspectives with Brighthouse Financial
Revisiting Asset Allocation in Today's Market - Part 1
How do advisors navigate today’s market for clients? Where are growth and income opportunities for the remainder of 2019? Listen to expert insights from leading investment managers including, Invesco, Western Asset Management, Schroders, and JP Morgan. This two-part edition of Investing Perspectives with Brighthouse Financial brings together a roundtable of representatives from recognized investment managers to discuss mid-year investing opportunities across domestic and international equity and fixed income, along with other asset classes. Victor Soto, Head of Investment Research and Analysis for Brighthouse Investment Advisers, moderates this conversation.
2019-07-15
38 min
Investing Perspectives with Brighthouse Financial
Trade Wars & Rate Cuts: The Markets at Mid-Year
Volatility has returned amid trade negotiations and interest rate uncertainty. What can we expect? Listen as Phil Melville, Chief Market Strategist, provides his perspective. This edition of Investing Perspectives with Brighthouse Financial covers capital markets at the midpoint of 2019 while addressing the key questions financial advisors (and their clients) have about the remainder of the year. Learn more
2019-07-12
11 min
The Brighthouse Financial Insights Panel
Strengthen Client Relationships by Planning for Unexpected Events
Unexpected life changes can re-engage clients in the planning process. The Insights Panel shares how advisors can use these events to further connect with clients and keep them on track with their goals. Speaking in this episode are J. Michael Collins, financial capability expert and Faculty Director of the Center for Financial Security at the University of Wisconsin–Madison, Susan Zimmerman, financial psychology expert and co-founder of Mindful Asset Planning, and Jamie Hopkins, advisor champion and Director of Retirement Research at Carson Wealth.
2019-06-27
10 min
The Brighthouse Financial Insights Panel
How To Incorporate Loved Ones’ Life Events Into Financial Strategies
Loved ones’ life events can impact your clients’ financial planning. The Insights Panel explains how advisors can look ahead to these shifts to keep clients on track with their goals as priorities change. Speaking in this episode are J. Michael Collins, financial capability expert and Faculty Director of the Center for Financial Security at the University of Wisconsin–Madison, Susan Zimmerman, financial psychology expert and co-founder of Mindful Asset Planning, and Jamie Hopkins, advisor champion and Director of Retirement Research at Carson Wealth.
2019-05-30
14 min
Niki Watson
Test Shands and brighthouse
Test Shands and brighthouse
2019-05-08
34 min
The Brighthouse Financial Insights Panel
How Milestone Planning May Benefit You and Your Clients
Life events clients can anticipate, such as marriage and buying a home, affect their financial decisions. The Insights Panel discusses what these changes mean for clients’ financial planning and how advisors can guide them through these moments. Speaking in this episode are J. Michael Collins, financial capability expert and Faculty Director of the Center for Financial Security at the University of Wisconsin–Madison, Susan Zimmerman, financial psychology expert and co-founder of Mindful Asset Planning, and Jamie Hopkins, advisor champion and Director of Retirement Research at Carson Wealth.
2019-05-02
14 min
Investing Perspectives with Brighthouse Financial
Market Rally or Retreat?: The Forecast for Economic Growth
Capital markets rebounded in early ’19. Will it continue? Listen as Phil Melville, Chief Market Strategist at Brighthouse Financial provides his perspective. This edition of Investing Perspectives with Brighthouse Financial covers capital market moves for the beginning of 2019 while addressing the key questions financial advisors (and their clients) have about the future. Look to Phil’s insights on the following market-related topics to enhance your client conversations: Q1 market rebound Forecast for economic growth Outlook for equities, interest rates, and inflation https://www.brighthousefinancialpro.com/pro/products/annuities/investing-perspectives/quarterly-market-q2-2019-economic-growth/
2019-04-11
10 min
The Brighthouse Financial Insights Panel
Simplifying Long-Term Care Conversations
Broaching the subject of long-term care can be difficult. Our experts give insight into how to bring up the subject, when to talk to clients, and how to bring their families into the conversations. Speaking in this episode are J. Michael Collins, financial capability expert and faculty director of the Center for Financial Security at the University of Wisconsin-Madison, and Betty Doll, long-term care insurance expert and coach.
2019-04-01
14 min
Investing Perspectives with Brighthouse Financial
The Missing Piece Part 4: How to Use It
Learn how to expand your business by growing your guaranteed income practice for new or existing clients. Kevin Russ, Advanced Markets Consultant at Brighthouse Financial, moderates the final of four conversations in our series, “The Missing Piece to Retirement Confidence.” In Episode 4 Kevin is joined by Robert Reboul, Regional Sales Vice President at Brighthouse Financial, to tie everything together for client discussions – how retirement has changed, the impact of historic investment conditions, and planning for the unexpected.
2019-03-01
09 min
Investing Perspectives with Brighthouse Financial
The Missing Piece Part 3: Old Strategies Won’t Cut It
Learn how to expand your business by growing your guaranteed income practice for new or existing clients. Kevin Russ, Advanced Markets Consultant at Brighthouse Financial, moderates the third of four conversations in our series, “The Missing Piece to Retirement Confidence.” In Episode 3 Kevin is joined by Mallory Padzer, Regional Sales Vice President at Brighthouse Financial, to discuss client concerns about how to safely draw down assets in retirement and how to cover unforeseen healthcare costs.
2019-03-01
11 min
Investing Perspectives with Brighthouse Financial
The Missing Piece Part 2: Historic Investment Conditions
Learn how to expand your business by growing your guaranteed income practice for new or existing clients. Kevin Russ, Advanced Markets Consultant at Brighthouse Financial, moderates the second of four conversations in our series, “The Missing Piece to Retirement Confidence.” In Episode 2 Kevin is joined by Kendra Pasciucco, Regional Sales Vice President at Brighthouse Financial, to explore the impact of the markets on investors’ mindsets. Explore new ways to approach their concerns about market volatility as part of a protected income strategy.
2019-03-01
08 min
Investing Perspectives with Brighthouse Financial
The Missing Piece Part 1: How Retirement Has Changed
Learn how to expand your business by growing your guaranteed income practice for new or existing clients. Kevin Russ, Advanced Markets Consultant at Brighthouse Financial, moderates the first of four conversations in our series, “The Missing Piece to Retirement Confidence.” In Episode 1 Kevin is joined by Matt Ferreri, Regional Sales Vice President at Brighthouse Financial, for a discussion about how retirement has changed. Capture new insights to enhance client conversations about the importance of future income.
2019-03-01
11 min
The Brighthouse Financial Insights Panel
Breaking Down Different Long-Term Care Categories
The long-term care insurance market has changed greatly since the product’s inception in the 1980s, having been impacted by the economic realities of the last decade. Our experts explain the changes in the market and how the different product categories work. Speaking in this episode are J. Michael Collins, financial capability expert and faculty director of the Center for Financial Security at the University of Wisconsin-Madison, and Betty Doll, long-term care insurance expert and coach.
2019-03-01
16 min
Investing Perspectives with Brighthouse Financial
2019 Investing Outlook: Rethinking Asset Allocation – Part 2
Join us for part 2 of our discussion on asset allocation opportunities for client portfolios. Listen to expert insights from leading investment managers, including MFS, Wellington, BlackRock, Invesco, and PIMCO. This two-part edition of Investing Perspectives with Brighthouse Financial brings together a roundtable of representatives from recognized investment managers to discuss 2019 investing opportunities across equity, fixed income, international equity and other asset classes. Victor Soto, Head of Investment Research and Analysis for Brighthouse Investment Advisers, moderates this conversation.
2019-02-05
33 min
Investing Perspectives with Brighthouse Financial
2019 Investing Outlook: Rethinking Asset Allocation – Part 1
Gain new perspectives on asset allocation opportunities for client portfolios in the new year. Listen to expert insights from leading investment managers, including MFS, Wellington, BlackRock, Invesco, and PIMCO. This two-part edition of Investing Perspectives with Brighthouse Financial brings together a roundtable of representatives from recognized investment managers to discuss 2019 investing opportunities across equity, fixed income, international equity and other asset classes. Victor Soto, Head of Investment Research and Analysis for Brighthouse Investment Advisers, moderates this conversation.
2019-02-05
24 min
The Brighthouse Financial Insights Panel
How Conversations on Long-Term Care Can Drive Business Growth
As people live longer than ever, there’s an ever-growing need for long-term care solutions. Our experts talk about why it may be advantageous for advisors to cover long-term care and the potential financial impacts that longevity has on clients and their families. Speaking in this episode are J. Michael Collins, financial capability expert and faculty director of the Center for Financial Security at the University of Wisconsin-Madison, Maddy Dychtwald, aging and longevity expert and co-founder of Age Wave, and Betty Doll, long-term care insurance expert and coach.
2019-01-24
16 min
Investing Perspectives with Brighthouse Financial
Volatility Ahead: Assessing the 2019 Capital Markets
This edition of Investing Perspectives with Brighthouse Financial looks ahead to 2019 while addressing the key questions financial advisors (and their clients) have about the markets. Join Phil Melville, VP, Chief Market Strategist/Head of Credit for some unique, in-depth insight and perspective.
2019-01-11
09 min
The Brighthouse Financial Insights Panel
Prospecting With Your Clients’ Children
Establishing relationships with your clients’ children becomes important as your clients begin to plan their estates. Our experts talk about why advisors should make prospecting with the next generation a regular part of their jobs and how to navigate sensitive conversations about money with family members. Speaking in this episode are Grant McCracken, social anthropologist and author of “Culture and Consumption,” and Jeb Blount, prospecting expert and author of “Fanatical Prospecting.”
2018-12-05
12 min
The Brighthouse Financial Insights Panel
How Personal Factors Influence Your Clients as They Age
As your clients age, their lifestyles and social circles sometimes change, impacting the financial decisions they make. Listen to our experts discuss what indicators advisors should look for when determining their clients’ personalities and how to manage their transitions into retirement. Speaking in this episode are cultural anthropologist Grant McCracken and advisor champion Matt Oechsli.
2018-11-30
10 min
The Brighthouse Financial Insights Panel
Assessing your clients as they age
As clients age and their personal lives change, their cognitive and behavioral functions evolve with them. Listen to our experts discuss how these factors can influence your clients’ lifestyles and financial decisions and how you can manage your relationships with clients as they change cognitively. Speaking to us in this episode are behavioral economist Dan Goldstein and cultural anthropologist Grant McCracken.
2018-10-29
12 min
The Brighthouse Financial Insights Panel
How a coaching strategy impacts an advisor's business
A coaching strategy will be a boom not only for your business but for your clients’ overall financial health, too. Listen to our experts talk about why a strategic coaching approach is important and how advisors can develop more meaningful relationships with their clients through coaching. Speaking to us in this episode are J. Michael Collins, financial capability expert and faculty director of the Center for Financial Security at the University of Wisconsin-Madison, and Matt Oecshli, advisor champion and CEO of The Oechsli Institute.
2018-10-01
10 min
The Brighthouse Financial Insights Panel
How to Identify and Assess Your Clients’ Financial Knowledge
The amount of financial knowledge that clients possess will inform how you build their financial plans and help them achieve their goals. Listen to the Insights Panel speak about where clients get their knowledge from and how you can help them grow their financial capabilities. Speaking to us in this episode are Dan Goldstein, behavioral economist and principal researcher at Microsoft Research, and Matt Oechsli, advisor champion and CEO of The Oechsli Institute.
2018-09-04
12 min
The Brighthouse Financial Insights Panel
Why advisors need to assess their clients' financial capability
Taking the time to educate your clients can strengthen your relationship and communication with clients, but before you do that, you need to be aware of what they know and what they don't. Listen to the Insights Panel do a deep dive on how you can be a key part to clients growing their financial knowledge. Speaking to us on this podcast are J. Michael Collins, financial capability expert and professor at University of Wisconsin Madison, and Matt Oechsli, advisor champion and CEO of the Oechsli Institute.
2018-07-31
10 min
The Brighthouse Financial Insights Panel
Putting together a successful prospecting strategy
Developing a regular prospecting habit is key for advisors looking for continual growth in their business. Listen to our Insights Panel experts talk about how to set ambitious goals and target potential clients. With Jeb Blount, prospecting expert and author of “Fanatical Prospecting,” and Matt Oechsli, advisor champion and CEO of The Oechsli Institute.
2018-06-29
13 min
The Brighthouse Financial Insights Panel
Overcoming blockers for more effective prospecting
How can advisors start prospecting again if they've fallen out of the habit? Listen to the Insights Panel to understand why it's easy to stop creating relationships with new clients and how to work towards structuring your day to maximize the effectiveness of your prospecting. With Matt Oechsli, advisor champion and CEO of The Oechsli Institute, Jeb Blount, prospecting expert and author of Fanatical Prospecting, and Dan Goldstein, behavioral economist and principal researcher at Microsoft Research.
2018-05-29
11 min
The Brighthouse Financial Insights Panel
The Importance of Personal Influence
Word-of-mouth influence is one of the strongest drivers of personal introductions between clients and advisors. Hear our Insights Panel discuss how advisors can connect with a client’s social network and get introduced. Contributing are Matt Oechsli, advisor champion and CEO of The Oechsli Institute, Jeb Blount, prospecting expert and author of Fanatical Prospecting, and Dan Goldstein, behavioral economist and principal researcher at Microsoft Research.
2018-04-26
15 min
The Brighthouse Financial Insights Panel
How clients choose their advisors
Offering added value to clients to differentiate from the competition
2018-03-28
10 min
The Brighthouse Financial Insights Panel
What advisors can do in a bull market: helping clients to stick to a plan
The US is currently experiencing one of the longest-running bull markets in its history, and when it will end is impossible to predict, but there are things advisors can do to guide clients through it. The Insights Panel takes a look at what makes the current bull market so unusual and how to manage clients’ expectations.
2018-02-22
09 min
The Brighthouse Financial Insights Panel
The annuity puzzle: Why advisors should care
Despite the various benefits to having an annuity, people have not turned to annuities when planning for retirement. The Insights Panel discusses the factors that contribute to the lack of understanding around annuities and what advisors must do to better educate their clients on the possibilities offered by annuities.
2018-02-01
13 min
The Brighthouse Financial Insights Panel
How to Help Your Clients Achieve Financial Security
Each person has unique life experiences and will have unique needs when they enter retirement. We ask the Insights Panel from Brighthouse Financial, experts from various disciplines, how to approach clients with customization in mind, and how to help clients get specific about their futures.
2017-10-17
12 min
The Brighthouse Financial Insights Panel
How Retirement Has Evolved Dramatically
The Insights Panel from Brighthouse Financial looks at the retirement of tomorrow.
2017-10-17
19 min
All You Need To know Radio
CABLE GIANT Spectrum formerly TWC hates their customers lies about service
Spectrum formerly as TWC hates their customers and has bad service and has thousands of complaints... It's time the World new... At 7pmcvst we will expolse this company the company THAT DOES NOT CARE about their customers.. EXAMPLES: Jesse of Lincoln, Original review: Oct. 12, 2017 I used to think Time Warner had to be the biggest ripoff cable company out there... until Spectrum bought them out. Now internet drops constantly. I've been home from work for 20 minutes and I kid you not my internet has dropped 3 times already! It's getting out of hand and I just have to wonder how these kinds...
2017-10-17
55 min
All You Need To Know Radio
CABLE GIANT Spectrum formerly TWC hates their customers lies about service
Spectrum formerly as TWC hates their customers and has bad service and has thousands of complaints... It's time the World new... At 7pmcvst we will expolse this company the company THAT DOES NOT CARE about their customers.. EXAMPLES: Jesse of Lincoln, Original review: Oct. 12, 2017I used to think Time Warner had to be the biggest ripoff cable company out there... until Spectrum bought them out. Now internet drops constantly. I've been home from work for 20 minutes and I kid you not my internet has dropped 3 times already! It's getting out of ha...
2017-10-17
54 min
The Brighthouse Financial Insights Panel
Introducing the Brighthouse Financial Insights Panel
Meet the group of leading experts from fields that can have the biggest impact on financial professionals and their clients: economics, psychology, future trends, and financial advice.
2017-10-12
02 min
The Tech Cat Show
This week's guest, Chris Pizzurro, The TV Ad Tech Man
This week we chat with Chris Pizzurro, the TV Ad Tech Man. Chris is the Head of Business Development, Sales & Marketing at Canoe Ventures; an advertising technology company dedicated to providing software and services to national television programming networks and was founded by Comcast, Cox, Time Warner Cable, and Brighthouse Networks. Chris is focused on delivering dynamically inserted advertising to national tv networks; combining the power of broadcast television advertising with the targeting of digital platforms. It sounds complex and it is but Chris and Canoe Ventures are hard at work to make it happen. Their sitting on...
2016-01-06
00 min
A New Business Mindset
Joey Reiman: The Medici’s Are Coming!
Joey Reiman: The Medici’s Are Coming! Reading this via email? Click here to LISTEN NOW! Joey is CEO & Founder of BrightHouse, the International Center for Applied Purpose, which was recently sold to the Boston Consulting Group, and is the author of a number of books, most recently Thumbs Up! We had a wonderful conversation… Read More » The post Joey Reiman: The Medici’s Are Coming! appeared first on Gareth J Young.
2015-09-21
00 min
A New Business Mindset
Joey Reiman: Business Mindfulness
Joey Reiman: Business Mindfulness Reading this via email? Click here to LISTEN NOW! Named One of the 100 people who will change the way the world things by Fast Company, Joey Reiman is CEO & Founder of the International Center for Applied Purpose and global consultancy BrightHouse, a company whose sole purpose is to bring… Read More » The post Joey Reiman: Business Mindfulness appeared first on Gareth J Young.
2015-05-26
00 min
Social Media Zoom Factor with Pam Moore | Social Media Marketing | Branding |Business | Entrepreneur | Small Business | Digital Marketing | Content Marketing | Marketing | Influencer
Embrace Imperfect Perfection for Social Media Business Success
When is the last time you met a perfect person? Do you have a perfect friend? How about a perfect client? How about a perfect product? Do you know of a perfect brand? The truth is you can never be perfect. Humans are not perfect. Each one of us makes mistakes. We each have a unique wackiness about us. It's our quirks, scratches and bumps that make us human and that help us connect with one another in simple, meaningful and memorable ways. Brand can never be perfect because they are made up of human b...
2015-01-07
25 min
First Free Will Baptist Church
free on the inside Brighthouse Family Music Ministry
Brighthouse Family Music Ministry
2014-03-29
1h 02