Jul 20, 2021 | Beyond the Challenge Podcast
In this episode, Kevin and Sandy Dougherty talk with Tom McInerney about his insights on how carriers can stay relevant and the opportunities he sees for the insurance industry in the next three to five years. “Tom” J. McInerney is President, Chief Executive...
Jul 6, 2021 | Beyond the Challenge Podcast
In this episode, Kevin and Sandy Dougherty talk with Richard DeSousa, SVP Strategic Partnerships with SCOR about his insights on how carriers can stay relevant and the opportunities he sees for the insurance industry in the next three to five years. Richard leads a...
Jun 15, 2021 | Beyond the Challenge Podcast
In this episode, Kevin and Sandy Dougherty talk with Ian Jeffrey, CEO of Breath Life, an InsurTech organization offering a unified distribution platform for the insurance industry. Ian offers his insights on how carriers can move from a traditional insurance carrier...
Jun 1, 2021 | Beyond the Challenge Podcast
Sandy Dougherty talks Terri Kallsen CFP ®, COO with Wealth Enhancement Group about the challenges facing Registered Investment firms and the opportunities she sees over the next three to five years. Terri was named The Financial Woman of the Year in 2019 by the...
May 18, 2021 | Beyond the Challenge Podcast
Kevin and Sandy Dougherty talk to Nash Subotic, Founder and CEO of WestPac Wealth Partners. Nash oversees the strategic direction of the firm, talent acquisition, and advises high net worth clients. Nash is a Registered Principal, he holds Series 7, 65, 63, 24, and...
May 4, 2021 | Beyond the Challenge Podcast
Kevin and Sandy Dougherty talk to Scott Jarred, CFP®. Scott is founder and CEO of Invst. His mission is to educate, guide, and counsel people toward reaching their full financial potential. Scott offers insights on the opportunities and challenges facing financials...
