Traditional and Non-traditional Sources of Advice


Traditional and Non-traditional Sources of Advice

June 23, 2020

Podcast: Traditional and Non-traditional Sources of Advice. With consumer preferences and demand evolving, new forms of advice are emerging and traditional sources of advice are evolving. During this segment, we’ll understand how the landscape of financial advice was evolving pre-pandemic, and how traditional advisors must rethink their go-to-market approach in a post-pandemic world.

Featuring: Maria Ferrante-Schepis, President of Maddock Douglas, Innovation and Growth Consultancy out of Chicago, IL.
Maria Ferrante-Schepis

About Maria Ferrante-Schepis:

Maria’s mission is to help leaders shape their own future versus having it shaped for them by outside forces. She brings expertise from over 25 years work in the insurance and financial services industry.

For the last eight years at MD, Maria has worked in multiple roles driving client engagement and thought leadership as a speaker and author at MD. In her role as President, her mission is to help leaders in critical industries focused on supporting the health, lifestyle and mental well-being of the public. To read her full bio click here.

Traditional and Non-traditional Sources of Advice

About the Host

Jon Cooper

Jon is an entrepreneur with a passion for solving problems through innovation. With over 15 years experience in the insurance industry, Cooper has held leadership roles spanning across technology, consulting and corporate development. Cooper holds a bachelor's degrees from The University of Pennsylvania and an MBA from The Wharton School, where he is a frequent lecturer, and was the recipient of three entrepreneurship awards.

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The Emergence of Continuous Underwriting

We know it’s in everyone’s best interest for policyholders to live a healthy and long life. What else can the industry do to align incentives and drive a positive outcome for the consumer and the carrier?

Continuing the Momentum

Insurers and advisors have the responsibility of delivering an intangible solution that often includes a complex product. How do we make this more tangible and transparent for all involved?

2020 and the Sense of Urgency

The life insurance industry had its own 'operation warp speed' in 2020. Many accomplishments and innovations were achieved, but as far as customer expectations go, did we catch up?

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