ThinkAdvisor Perspectives Podcast

ThinkAdvisor
  • 5.0 (2)
  • Investing
  • Updated Bimonthly

Welcome to ThinkAdvisor's Partners podcast, where we talk with leading financial insiders who provide in-depth insights on the inner workings of the financial advisory world. We'll dig into the world of investing and get our hands dirty with market strategists, portfolio managers and financial advisors.

  1. Sep 2

    Making the Move: How Advisors Can Ensure a Smooth Firm Transition

    United Planners' Sara Vogelsanger and Brian Kobel discuss what it takes for financial advisors to transition to a new firm, including the tools and support they need to succeed while maintaining client retention and satisfaction. For financial advisors, transitioning from one firm to another can be challenging, but the right support can make the process easier for both advisors and their clients. Helping advisors navigate these transitions requires specialized knowledge and expertise, which United Planners can provide. Sara Vogelsanger, Transition Manager, and Brian Kobel, Senior Manager of Enterprise Technology Solutions, bring years of experience helping make these transitions as seamless as possible. Vogelsanger and Kobel join Sheila Agasi, executive vice president, chief revenue officer and general partner at United Planners Financial Services, to discuss how these transitions work and how advisors can approach the process. Together, the three discuss: How advisors can benefit from white-glove service and transition expertise to ensure a smooth transition. The role technology plays in supporting a successful transition, including oversight of data and special considerations such as cybersecurity. Why choosing the right partner matters during this critical time. Listen to the full conversation to learn how advisors can navigate a transition while minimizing disruption and continuing to provide their clients with the support they need. To hear the full conversation, listen here. To learn more about United Planners, visit here.

  2. Jun 24

    Industry Trends Shaping PDP Plan Selection

    In the second part of a two-part podcast called Beyond the Premium: Part D Planning Strategies, Humana Associate Vice President for Medicare Prescription Drug Plans Jay McKnight continues his conversation with ThinkAdvisor contributor Bobbie Turner about what brokers need to know about prescription drug plans (PDP) and how they can best guide their senior clients.  In this episode, called Industry Trends Shaping PDP Plan Selection, McKnight and Turner discuss:  How the value proposition of a standalone PDP has shifted from a basic premium comparison to a more strategic decision for beneficiaries  Why brokers need to frame conversations around financial predictability and long-term risk management for their clients Why the broker's role has evolved from periodic enrollment support to a year-round adviser, especially when it comes to Medicare Part D plans   To hear or relisten to the first part of this discussion, click here.  To learn more about Humana's Prescription Drug Plans, click here.

  3. Jun 24

    How PDP Choices Shape Health Outcomes

    Over the last several years, Medicare prescription drug plans have become increasingly important, especially as the senior population grows and many seniors manage multiple chronic conditions. In the first part of a two-part podcast called Beyond the Premium: Part D Planning Strategies, Humana Associate Vice President for Medicare Prescription Drug Plans Jay McKnight talks with ThinkAdvisor contributor Bobbie Turner about what brokers need to know about prescription drug plans (PDP) and how ongoing changes can affect their clients.  In this episode, called How PDP Choices Shape Health Outcomes, McKnight and Turner discuss:  Specific elements of PDP design and how they can affect members' health care  The role wellness programs play in managing Medicare Part D plans  How brokers can add value as educators around medication use and benefit navigation while staying within their professional lane   To learn more about Humana's Prescription Drug Plans, click here.

  4. Jun 17

    AI and Finance: Risks and Rewards for Advisors and Clients

    United Planners' Aaron Spradlin and Mustapha Baassiri, co-founder of Hamachi.ai, discuss the effects AI is having on the financial services industry and the risks and rewards for advisors and their clients. Artificial intelligence is transforming nearly every industry, and financial services is no exception. From virtual chatbots to advanced automation platforms, AI is changing how advisors engage with clients and manage their businesses. Aaron Spradlin, CTO of United Planners, and Mustapha Baassiri, co-founder of Hamachi.ai, have observed these technologies evolve over the past several years. Together, they offer unique insights into the opportunities and challenges associated with adopting AI. In this podcast, Spradlin and Baassiri join Sheila Agasi, executive vice president, chief revenue officer and general partner at United Planners Financial Services, to discuss how AI is reshaping the financial advice industry, including: ·         -What AI really means and the effects it's having on financial advisors ·         -How advisors can leverage AI to streamline their businesses and improve efficiency ·         -Why security and data privacy are critical as AI use increases ·         - Practical lessons advisors can apply when adopting AI Listen to the full conversation to learn how advisors can responsibly leverage AI while managing security, compliance and client trust concerns. To hear the full conversation, listen here. To learn more about United Planners, visit here.

  5. May 4

    Growth and Succession Secrets: A Primer for Advisors

    Josh Allen, CEO of TCP Asset Management, shares his perspective on how advisors should approach the realities of succession and continuity planning.

  6. Jan 29

    How Technological Innovation and Integration Improves Client Experiences

    ThinkAdvisor Perspectives Podcast

  7. Jan 29

    How Advisors Can Meet the Challenges and Opportunities of 2026

    ThinkAdvisor Perspectives Podcast

  8. 12/17/2025

    Delivering Technology and Services to Advisors

    ThinkAdvisor Perspectives Podcast

See All (95)

Ratings & Reviews

5
out of 5
2 Ratings

About

Welcome to ThinkAdvisor's Partners podcast, where we talk with leading financial insiders who provide in-depth insights on the inner workings of the financial advisory world. We'll dig into the world of investing and get our hands dirty with market strategists, portfolio managers and financial advisors.

Information

  • Creator
    ThinkAdvisor
  • Years Active
    2018 - 2026
  • Episodes
    95
  • Rating
    Clean
  • Copyright
    Copyright © 2025 Touchpoint Markets. All Rights Reserved.
  • Show Website
    ThinkAdvisor Perspectives Podcast

You Might Also Like