Growing Your Business on LinkedIn

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Marc welcomes guest Chris Roehm, a Certified Financial Planner who has grown his business by becoming a self-taught LinkedIn expert. Chris will discuss how to effectively use LinkedIn as a sales tool to increase connections, engagement, and sales to grow your business.

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Annual LTCi Market Review 2021

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Join Marc Glickman, FSA, CLTC, CEO and founder of BuddyIns, along with members of the BuddyIns team as they present their live LTCi year in review and preview the market, tools, and strategies for 2022. We’ll share with you what worked for BuddyIns and provide insight into ways that you can capitalize on tools and […]

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The Power of Partnerships

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Marc Glickman, CEO of BuddyIns, interviews fellow actuary Manisha Dias about her path to becoming an actuary and her role at SCOR where she focuses on strategic partnerships. Manisha talks about her philosophy around partnerships and what makes them such a powerful component of business development.

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A Data-Based Approach to Engaging Clients in a Discussion of Long-Term Care

This article is published by Dr. Robert Pokorski on his website: https://www.financialplanningassociation.org/article/journal/JUL21-data-based-approach-engaging-clients-discussion-long-term-care   Many clients are unwilling to plan for long-term care (LTC) because they’re in the “Goldilocks” phase of life where their health, wealth, physical abilities, and memory are “just right.” They can’t imagine, or don’t want to imagine, a time when life is far […]

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