The 4 Ps of Growing a Business: Process, Performance, Partnership, and People with Corey Walther

In a rapidly changing industry, Allianz Life has been able to stay ahead of the curve and emerged as one of its most innovative and thriving companies. While technology has undoubtedly been instrumental in this transformation, Allianz has built upon four cornerstones that have contributed to its success. 
In today’s episode, Jack talks with Corey Walther, President of Allianz Life Financial Services. Corey is responsible for the business results, strategic direction, sales execution and distribution for several Allianz Life Insurance Company product lines. He is also passionate about leading teams and developing strategies that help identify and implement opportunities to improve sales, service delivery, and profitability.
Corey talks with Jack about the 4 Ps of growing a business, the secret to Allianz’s continued growth and success, and how technology is changing the game of wealth management.

Key Takeaways

[01:16] - The key role Corey plays at Allianz Life Financial Services.

[02:40] - How the wealth management and annuity industries have evolved over time.

[05:30] - The 4 Ps of growing a business: Process, Performance, Partnership, and People.

[10:01] - The secret to Allianz's continued growth and success.

[13:39] - How technology is a game-changer for wealth management.

[16:46] - How Corey helps advisors embrace the opportunities presented by technology.

[21:27] - What the future holds for wealth management.

[24:18] - Corey's three key takeaways.

[25:10] - What Corey enjoys outside of work.

Quotes
[14:54] - "Technology, in general, has been a game-changer for our industry. And, quite frankly, not just for insurance and annuities but also for our clients. I just couldn't be more excited and bullish about what we can do with technology being the epicenter of really helping our industry and this country improve livelihoods for so many households across the country." - Corey Walther
[17:22] - "In our world, it's not just about solution selling. It's about starting with the conversation that a financial professional might be having with an investor and that financial planning approach. And then it's how do we best fit that goals-based planning conversation to be able to demonstrate where does an annuity fit and where does it not fit." - Corey Walther
[24:26] - "As a financial advisor and professional investor, make sure that you're incorporating and thinking about risk management strategies, not just investment management, but risk management." - Corey Walther

Links 

Corey Walther on LinkedIn

Allianz Life

RBC Wealth Management

Jasmine Jirele

Walter White

Carlson School of Management

Connect with our hosts

LifeYield

Jack Sharry on LinkedIn

Jack Sharry on Twitter

Subscribe and stay in touch

Apple Podcasts

Spotify

LinkedIn

Twitter

Facebook

In a rapidly changing industry, Allianz Life has been able to stay ahead of the curve and emerged as one of its most innovative and thriving companies. While technology has undoubtedly been instrumental in this transformation, Allianz has built upon four cornerstones that have contributed to its success. 

In today’s episode, Jack talks with Corey Walther, President of Allianz Life Financial Services. Corey is responsible for the business results, strategic direction, sales execution and distribution for several Allianz Life Insurance Company product lines. He is also passionate about leading teams and developing strategies that help identify and implement opportunities to improve sales, service delivery, and profitability.

Corey talks with Jack about the 4 Ps of growing a business, the secret to Allianz’s continued growth and success, and how technology is changing the game of wealth management.

Key Takeaways

[01:16] - The key role Corey plays at Allianz Life Financial Services.
[02:40] - How the wealth management and annuity industries have evolved over time.
[05:30] - The 4 Ps of growing a business: Process, Performance, Partnership, and People.
[10:01] - The secret to Allianz's continued growth and success.
[13:39] - How technology is a game-changer for wealth management.
[16:46] - How Corey helps advisors embrace the opportunities presented by technology.
[21:27] - What the future holds for wealth management.
[24:18] - Corey's three key takeaways.
[25:10] - What Corey enjoys outside of work.

Quotes

[14:54] - "Technology, in general, has been a game-changer for our industry. And, quite frankly, not just for insurance and annuities but also for our clients. I just couldn't be more excited and bullish about what we can do with technology being the epicenter of really helping our industry and this country improve livelihoods for so many households across the country." - Corey Walther

[17:22] - "In our world, it's not just about solution selling. It's about starting with the conversation that a financial professional might be having with an investor and that financial planning approach. And then it's how do we best fit that goals-based planning conversation to be able to demonstrate where does an annuity fit and where does it not fit." - Corey Walther

[24:26] - "As a financial advisor and professional investor, make sure that you're incorporating and thinking about risk management strategies, not just investment management, but risk management." - Corey Walther

Links 

Corey Walther on LinkedIn
Allianz Life
RBC Wealth Management
Jasmine Jirele
Walter White
Carlson School of Management

Connect with our hosts

LifeYield
Jack Sharry on LinkedIn
Jack Sharry on Twitter

Subscribe and stay in touch

Apple Podcasts
Spotify
LinkedIn
Twitter
Facebook