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CareerAdvisor Blog

The Path to Insurance – An Interview with Kristi Barens

Aug 9, 2019 6:19:13 AM / by Magnet Communications Team posted in Becoming a Financial Advisor, Insurance Advisor, Diversity, Women in Insurance Industry

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Kristi Barens, Principal at Mullin Barens Sanford Financial, says that success in the insurance industry requires preparation, mentorship, and the right mindset. Kristi is now a powerful force in the executive benefits industry and a founding partner at her firm, yet when she chose to move from a Senior Manager to an Advisor role almost 20 years ago, she had concerns about leaving a comfortable salary for a commission-only job.

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Women in Insurance Who Have Mentors Are More Likely to Succeed

Aug 2, 2019 6:32:19 AM / by Magnet Communications Team posted in Becoming a Financial Advisor, Insurance careers, M Financial Careers, Diversity

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In every new career journey we embark on and every new company we join, we all want to feel valued and supported. Any role is more satisfying when we have someone in our corner who encourages and champions our growth – and that’s exactly what a good mentor does.

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M CEO Wes Thompson: Making Diversity a Business Priority

Jun 21, 2019 12:18:29 PM / by Magnet Communications Team posted in Becoming a Financial Advisor, Insurance Advisor, Diversity, Women in Insurance Industry

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For the insurance industry, the shifting demographics of wealth have sparked a deeper conversation around diversity and inclusion. With digital innovation, higher customer expectations, and disruptive newcomers impacting the marketplace, many insurers are rethinking how to best compete in an increasingly dynamic industry.

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Why Continual Training is Essential for Successful Financial Advisors

Jun 10, 2019 11:01:12 AM / by Magnet Communications Team posted in Becoming a Financial Advisor, Insurance careers, M Financial Careers, High Net Worth Market, Insurance Advisor

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Consumers turn to financial services professionals for guidance on their financial well-being, but how do clients ultimately decide which advisors and planners they can trust?

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The Secret to Building Relationships with High Net Worth Clients

May 2, 2019 5:00:00 AM / by Magnet Communications Team posted in Becoming a Financial Advisor, Insurance careers, M Financial Careers, High Net Worth Market, Insurance Advisor

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When you have a business that is focused on serving the needs of ultra high net worth individuals, it’s all about developing and nurturing strong relationships. This applies not only to clients but also to the team of professionals at your firm who serve those clients.

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New Jobs Report Ranks Insurance Industry Careers Among “Best for 2019”

May 1, 2019 5:25:34 AM / by Magnet Communications Team posted in Becoming a Financial Advisor, Insurance careers, M Financial Careers

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It’s something we’ve known all along: a career in insurance is especially engaging and fulfilling. Now, new research from Indeed confirms it. In its report titled ‘Best Jobs for 2019,’ two insurance roles—Insurance Broker and Insurance Advisor—were listed among the top five “hottest” jobs.

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Why Consider a Career in Insurance? A Conversation with Lorrie Baldevia

Apr 23, 2019 5:45:08 AM / by Magnet Communications Team posted in Becoming a Financial Advisor, Insurance careers, M Financial Careers

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Lorrie Baldevia, Principal and COO at AssuredPartners MCM, knows that some people have a preconceived notion of the insurance industry – and in her experience, it’s usually wrong. “I think it’s important for professionals considering a career move to understand that there is a stigma around insurance, a perception that it’s not exciting. But the reality is, insurance is really cool.”

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The Only Road to Here: Miles Craigwell’s Path to Insurance

Apr 5, 2019 1:49:52 PM / by Magnet Communications Team posted in Becoming a Financial Advisor

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It’s human nature to want more, but when it comes to our careers, the “more” can be hard to define. Lateral movements offer a change of environment, but they don’t address the root issue: what we really want is a path forward. Change isn’t enough – it has to be a change for the better.

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