Month: January 2023

FEATURE
The Art of Efficiency with Chad Burns (Ep. 32)

The Art of Efficiency with Chad Burns (Ep. 32)

By |

2023 is the year of speed and efficiency. 

In this episode, Jeremy Houser is joined by Chad Burns, the chief distribution officer at Aspida. Chad unveils everything you need to know about him and Aspida.  He also sheds light on what Aspida does for advisors and their approach to helping you help your clients with all things annuities and retirement planning options from a technology-efficient standpoint.

Chad discusses: 

  • What makes Aspida different from other Insurance Carriers
  • Some company values that have allowed Aspida to succeed
  • How Aspida’s tech separates them from the competition
  • Some key business practices that he’s taking into the new year
  • The firm’s approach to defining the ideal advisors they want to work with 
  • And more!

Connect with Chad Burns:

Book Time with Jeremy Houser: 

Connect with Jeremy Houser:

About Our Guest:

Aspida’s annuity business is led by Chad Burns, the Chief Distribution Officer. Chad joined Aspida from Transamerica, where he served as Regional Vice President overseeing annuity sales and corporate retirement sales in NC. Chad has also held roles at Prudential Financial, Axa Distributors, and PLANCO (The Hartford). Chad holds a B.A. in Business Management from North Carolina State University.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

FEATURE
Wellness Is The Wealth with Stevyn Guinnip (Ep. 31)

Wellness Is The Wealth with Stevyn Guinnip (Ep. 31)

By |

When it comes to financial well-being, most people immediately think about creating a financial plan, saving up for their retirement, and being able to enjoy their golden years after the hustle is over.

What they don’t realize is that without physical well-being, those golden years might be overshadowed by a number of health problems, throwing a wrench in your plans for years to come. What if you treat your health as an asset?

In this episode, Jeremy Houser is joined by Stevyn Guinnip, the founder, and CEO of Grow Wellthy™. Through speaking to many advisors who have been in the business for more than 20 years, including her father, Stevyn unveils the similarities between financial and physical wellness and her approach to helping advisors and investors grow wellthy so that they can retire wellthy.

Stevyn discusses: 

  • Her connection to the financial world 
  • What motivated her to build Grow Wellthy™
  • The parallels between financial and physical wellness 
  • Tips and tricks advisors can follow to live a healthy lifestyle 
  • Ways health is a silent partner in our retirement plan
  • And more!

Resources: 

Connect with Stevyn Guinnip:

Book Time with Jeremy Houser: 

Connect with Jeremy Houser:

About Our Guest:

Stevyn Guinnip, MS, CWC is an exercise physiologist, certified wellness coach, and the daughter of a successful financial advisor. She is the Founder & CEO of Grow Wellthy™, a health and wellness advisory firm with a financial perspective. She believes that a financial plan without a wellness plan is only half a plan for success. Her new book on health and wealth for financial professionals will be coming out soon. You can read more about Stevyn’s story here.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Archives

Categories