A Picture & A Story Are Worth A Thousand Words with Brad Shepard, One America

Optimized Advisor Podcast

English - November 30, 2023 23:00 - 23 minutes - 21.8 MB - ★★★★★ - 17 ratings
Entrepreneurship Business Leisure entrepreneurship financial advisor insurance advisor optimized advisor financial services business marketing optimize your life optimization optimize your profession Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: The Zandbergen Report’s 6th Annual Holiday Wine Pairing Podcast

Next Episode: 76% of The Time S&P 500 Has Shown Positive Returns Over The Last 40 Years with Anthony Nizzi, GILICO

Scott welcomed Brad Shepard back to the Optimized Advisor studio for a third time to discuss the emphasis on creating an emotional connection, engaging in meaningful conversations, utilizing probing questions to explore clients' thoughts, and initiating discussions on long-term care planning to address clients' concerns effectively.

For the past 24 years, Brad has enjoyed an area of focus in selling, training and marketing Long-Term Care and Linked Benefit solutions. His current role, Regional Sales Director, with OneAmerica is to help distribution partners, advisors and agents develop and grow their Long Term Care Planning business through extensive business planning, marketing, training and support. He has also been a speaker, on the topic of Long-Term Care Planning, at hundreds of educational seminars, workshops and webinars across the country.

Brad is a Pennsylvania native and a graduate of the University of Pittsburgh. He resides in New Bloomfield, PA with his wife, Denise, son Logan, and daughter Linsay.

In this episode you will learn the following:

How to effectively ask open-ended questions as an Advisor discussing long-term care planning solutions with clientsAvoid discussing numbers and financial aspects of long-term careHow to optimize client relations and personal experience to create an open dialogue for long-term care planning

Listen to our previous episode with Brad:

Ep. 2 - The Single Largest Unfunded Risk Facing Retirees
Ep. 75 - Home for the Holidays, LTC Awareness with Brad Shepard and Brian Ott

Connect with Scott on LinkedIn
Connect with Brad on LinkedIn

For more on The Optimized Advisor Podcast click here

This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at [email protected]