FINANCIALLY/COVERED ... a podcast for insurance agency owners, their money, and their profits.

In this episode, Brian Boughner, CFA discusses some mindets and concepts that investors should keep in mind during these times of market volatility.  While some investors are acting out of fear, others are seeing these events as buying opportunities, portfolios should be designed in a way that helps investors to sleep at night.   As Brian discusses, many factors in the economy are fundamentally strong at historic levels, but this could also be an opportunity for investors to evaluate their risk of their portfolios. If you would like to have a conversation about the construction of your accounts, please email [email protected].  Our firm has tools that can help you to determine if your portfolio has the right amount of risk and safety for YOU --- Send in a voice message: https://anchor.fm/financially-covered/message

With over a decade of experience in the digital marketing arena, Michael Guilfoyle works with many Nationwide and other independent insurance agencies to develop marketing strategies that work.  For a FREE assessment, contact Michael at [email protected] or call him directly at 585 733-2862.

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With decades of experience in the Human Resources industry, Ava Smith discusses many of the important questions about hiring that small business owners have.  To contact Ava for a complimentary consultation, please call 864 448-0939 or email [email protected]

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With 2 decades of experience in the investment management industry, Greg Towner discusses emotional investing and how to avoid it's negative consequences.  For a copy of Greg's whitepaper on emotional investing, please email [email protected]

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Dana Swarner is a high producing insurance professional who has made Legal Shield part of her core offering.  Among other benefits, the personal product provides traffic ticket defense, the completion of simple wills, and contract reviews.  The business plan(s) provide contract reviews and the ability to confer with an attorney at almost any time.  These products can fit very will with your agency's other typical offerings. 

If you would like additional information, please email [email protected] or call Dana at 864 723-6935

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Dana Swarner is a high producing insurance professional who has made Legal Shield part of her core offering.  Among other benefits, the personal product provides traffic ticket defense, the completion of simple wills, and contract reviews.  The business plan(s) provide contract reviews and the ability to confer with an attorney at almost any time.  These products can fit very will with your agency's other typical offerings. 

If you would like additional information, please email [email protected] or call Dana at 864 723-6935

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Nicole discusses the basics of communication, how to be referable, and team accountability. Any business owner should be on a constant mission to improve his/her communication skills. If you would like to to learn more about Nicole and her company, visit https://www.vibrantcoaching.com/ --- Send in a voice message: https://anchor.fm/financially-covered/message

In the inaugural episode, Certified Financial Planner(tm), David Chudyk, discusses 5 important questions to ask yourself about your agency and gives proven tips to reduce procrastination --- Send in a voice message: https://anchor.fm/financially-covered/message