Leveraging Data for Optimal Financial and Insurance Planning with Robert Kirk, InterGen Data

Optimized Advisor Podcast

English - July 13, 2023 22:00 - 50 minutes - 46.5 MB - ★★★★★ - 17 ratings
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Previous Episode: More Than Money & Taking Financial Advice from Social Media FinFluencers with Andrew Martz

Next Episode: Women Want to be Treated Equally, Not Identically with Judy Hoberman

On this week’s episode, Scott was joined by Robert Kirk for a discussion on data. Robert is a seasoned financial industry expert with over 30 years of experience, serves as the Founder and CEO of InterGen Data, Inc., a company revolutionizing the banking, financial services, insurance, and home healthcare industries through the adoption of its proprietary and patent-pending Life Stage/Life Event prediction and analysis data. With an impressive track record in leadership roles such as Chief Information Officer at 1st Global Research & Consulting and Principal Consultant at Mphasis (a Blackstone Company), Rob has consistently demonstrated his ability to drive innovation, streamline operations, and foster strategic partnerships. As a visionary with a strong background in technology, data, and wealth management, Rob has led transformative initiatives at companies like Penson Financial Services and Southwest Securities, Inc. His extensive experience and proven expertise in wealth management, financial services, and clearance and settlement make him the driving force behind InterGen Data's disruption of the financial industry.

In this episode you will learn the following:

How and why Robert started InterGen DataHow to utilize data in financial and insurance planningThe explosion of AI and how it helps to analyze data to determine what’s relevantHow insurance companies are utilizing data for client policy predictions How do you help clients effectively plan for their finances, healthcare, or insurance needs? By showing them the future.

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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]