40 episodes

“The Brighthouse Financial Insights Panel” is a monthly podcast where leading experts share advice and strategies for financial professionals. Through these conversations, our panelists offer insights and tips to help strengthen businesses and build client relationships that last. Topics have included: prospecting and referrals, business strategies, milestone and retirement planning, women in retirement, and understanding client needs and behaviors.

Disclosure: In these podcasts, the terms “advisor” and “financial advisor” are used as general references to licensed insurance professionals and are not intended to indicate whether the licensed insurance professional is a Registered Investment Advisor or is otherwise authorized under the law to provide financial advice.

The Brighthouse Financial Insights Panel The Brighthouse Financial Insights Panel

    • Business

“The Brighthouse Financial Insights Panel” is a monthly podcast where leading experts share advice and strategies for financial professionals. Through these conversations, our panelists offer insights and tips to help strengthen businesses and build client relationships that last. Topics have included: prospecting and referrals, business strategies, milestone and retirement planning, women in retirement, and understanding client needs and behaviors.

Disclosure: In these podcasts, the terms “advisor” and “financial advisor” are used as general references to licensed insurance professionals and are not intended to indicate whether the licensed insurance professional is a Registered Investment Advisor or is otherwise authorized under the law to provide financial advice.

    Best of 2020: How to Find and Connect With Niche Clients

    Best of 2020: How to Find and Connect With Niche Clients

    This episode was previously published in May 2020.

    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.

    • 11 min
    How Divorce and Widowhood Can Impact a Woman’s Finances

    How Divorce and Widowhood Can Impact a Woman’s Finances

    This episode was previously published in October 2019.

    For many women going through divorce or widowhood, it’s important to stay on track with financial planning. Our experts discuss how financial professionals can make sure their female clients are thinking about financial security in times of emotional stress. 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 and Maddy Dychtwald, aging and longevity expert and co-founder of Age Wave. 

    • 17 min
    Understanding Women’s Level of Retirement Preparedness

    Understanding Women’s Level of Retirement Preparedness

    This episode was previously published in September 2019.

    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 financial professionals 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.”

    • 17 min
    Establishing Effective Relationships With Female Clients

    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 the book “Marketing to Women.”

    • 17 min
    Effective Strategies to Deepen Client Relationships and Gain Client Referrals

    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.

    • 13 min
    Update Your Outreach Tactics With These Cutting-Edge Strategies

    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.

    • 12 min

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