Beyond the Challenge Podcast
Episode 8 with Nash Subotic, Founder and CEO of WestPac Wealth Partners
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...
Episode 7 with Scott Jarred, CFP®, Founder and CEO of Invst
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...
Episode 6 with Nicolas Lance, Global Operations and Transformation Executive
Today's Guest: Nicolas Lance, Global Business Transformation Leader Kevin and Sandy Dougherty are talking with Nicolas Lance about the future of distribution and how technology is helping cut costs and increase sales. Read the Transcript Here (intro) Beyond the...
Episode 5 with Jon Stenberg, Executive Vice President Life Division at Symetra
Today we are talking with Jon Stenberg, Executive Vice President, Individual Life at Symetra about how technology is helping to close the coverage gap. Read the Transcript Here (intro) Beyond the Challenge is a podcast where executives in the insurance and...
Episode 4 with Tim Ash, CEO at Ash Brokerage
Host Sandy and Kevin Dougherty speak with Tim Ash, CEO at Ash Brokerage about the challenges and innovations faced by Insurance carriers and producers in a new virtual selling environment. Read the Transcript Here (intro) Beyond the Challenge is a podcast where...
Continuing the Conversation with Mike Hamilton – Episode #3
Host Sandy Dougherty continues the interview with Mike Hamilton, Senior Vice President of RBC. They talk about innovation and technology in the insurance business and the changes that are occurring. Read the Transcript Here (intro) Beyond the Challenge is a...
A Conversation with Mike Hamilton – Episode #2
RBC Senior Vice President Mike Hamilton joins host Kevin Dougherty to talk about how financial services have managed the challenges of the pandemic, an aging sales force, and new technology. Read the Transcript Here (intro) Beyond the Challenge is a podcast...
Welcome to Beyond the Challenge
In this episode, hosts Kevin and Sandy Dougherty welcome you to the new podcast, discuss what you'll hear, and share some insights from the guests who have been interviewed. Read the Transcript Here (intro) Beyond the Challenge is a podcast where executives in...