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Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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CEO Barbara Micheletti of Interrupting Aging-Gerontologist Partnering With Financial Professionals In The Senior Market

56:37
 
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Manage episode 356129700 series 2895276
Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

Epiosde 86 - Barbara is a Gerontologist Consultant on a heart-felt mission to holistically change how financial professionals, insurance leaders, entrepreneurs, executives & senior-focused industry leaders can better engage with their aging clientele & age-related money issues. An energetic solution seeker and consensus builder, she is a fierce advocate of partnering with professionals who want to make the broadest positive impact with their senior population by the phrase, "a rising tide can lift all boats!"
Barbara is the go-to aging expert & public speaker, bringing professional training as a 25-year Gerontologist and a Financial Planner, along with 13 years of experience as a former award-winning Insurance Agency owner & Business Insurance advisor. She is the curious, creative designer and motivational coach behind the 6-Month, online Aging, and Money Blueprint online program. This one-of-a-kind, on-demand educational coaching program teaches mission-driven professionals how to become aging experts so they can help their clients identify and emotionally plan, in advance, for inevitable and sometimes devastating aging-related money issues.
She's a highly rated, dynamic national speaker. She is called upon frequently for interviews on podcasts & webinars where she enthusiastically spreads the message that positive aging outcomes are supported by a uniquely holistic, person-centered, self-awareness of aging approach that encompasses a powerful combination of comprehensive financial planning and preparing for inevitable aging issues.
Learn more about and connect with Barbara Micheletti here: https://interruptingaging.com/
WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.
HEALTH: Low on energy or overweight? Click here and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.

See omnystudio.com/listener for privacy information.

  continue reading

109 에피소드

Artwork
icon공유
 
Manage episode 356129700 series 2895276
Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

Epiosde 86 - Barbara is a Gerontologist Consultant on a heart-felt mission to holistically change how financial professionals, insurance leaders, entrepreneurs, executives & senior-focused industry leaders can better engage with their aging clientele & age-related money issues. An energetic solution seeker and consensus builder, she is a fierce advocate of partnering with professionals who want to make the broadest positive impact with their senior population by the phrase, "a rising tide can lift all boats!"
Barbara is the go-to aging expert & public speaker, bringing professional training as a 25-year Gerontologist and a Financial Planner, along with 13 years of experience as a former award-winning Insurance Agency owner & Business Insurance advisor. She is the curious, creative designer and motivational coach behind the 6-Month, online Aging, and Money Blueprint online program. This one-of-a-kind, on-demand educational coaching program teaches mission-driven professionals how to become aging experts so they can help their clients identify and emotionally plan, in advance, for inevitable and sometimes devastating aging-related money issues.
She's a highly rated, dynamic national speaker. She is called upon frequently for interviews on podcasts & webinars where she enthusiastically spreads the message that positive aging outcomes are supported by a uniquely holistic, person-centered, self-awareness of aging approach that encompasses a powerful combination of comprehensive financial planning and preparing for inevitable aging issues.
Learn more about and connect with Barbara Micheletti here: https://interruptingaging.com/
WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.
HEALTH: Low on energy or overweight? Click here and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.

See omnystudio.com/listener for privacy information.

  continue reading

109 에피소드

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