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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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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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