There is a big difference between treating your financial process as a sales pitch and treating the process as a financial tool with asset classes.

Making that change and approaching your practice with ethical and moral insurance practices will shine through your work and allow you to build client trust.

In this episode, Jeremy Houser is joined by Michael Ginsberg, CFP®, to discuss Michael’s impressive career journey starting as an attorney to becoming an established CERTIFIED FINANCIAL PLANNER™ professional. Michael discusses how InsurMark has changed his approach to operations and how the team has allowed him to focus more on what he loves—supporting his clients.

Jeremy and Michael discuss:

  • Making the shift to become an independent business and what insurance products he uses to combat volatility
  • How to get in front of new prospects in this day and age
  • The importance of protecting his  clients and with ethical and moral insurance practices
  • How InsurMark has changed his business model and asset allocation
  • What to focus on as an advisor in the digital age to support your clients
  • And more