Monthly Archives: March 2020

Episode 41 – Empowering Employees through Human Capital Risk Management- with Hugh O’Toole

Financial, Impact 2019, Investing, MarketCounsel Summit, Permission To Succeed, Uncategorized, , , , , ,

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

This episode of Permission to Succeed features Doug Heikkinen and Hugh O’Toole, Chief Executive Officer at Innovu, discussing how Hugh’s dedication to solving ‘the obvious’ has innovated the way companies view and leverage benefits to ensure a better quality of life for their employees.

In this podcast, you will learn about:

  • What is Human Capital Risk Management?
  • The challenge presented by the current siloed approach to benefits management, and how companies are moving toward a holistic approach.
  • The current trend of private money pouring in to figure out how to aggregate the employee benefits data silos and build a complete picture of employees
  • How Hugh’s journey led him to financial services, and how listening gets him unstuck

 

RESOURCES: Innovu 

Episode 40 – Advising the Modern Investor – with Frankie Corrado

Financial, Investing, Permission To Succeed, Uncategorized, , , , ,

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

This episode of Permission to Succeed features Doug Heikkinen and Frankie Corrado, managing director & principal at Robertson Stephens, discussing how evolving investor needs are driving financial advisors to adapt & consider new approaches to meet those needs. They also chat about how Frankie made the time to hike the Appalachian Trail, and how that experience made him a better advisor.

In this podcast, you will hear:

  • About the shift from investment-focused planning to life-focused planning, and why Frankie & his firm are embracing it
  • How giving your clients an opportunity and a platform to express their deepest desires can lead to more effective planning
  • Strategies for remaining your clients’ trusted advisor, despite the chatter in the media and across the internet
  • Why Frankie thinks persistence is critical to achieving big goals

 

RESOURCES:  Roberston Stephens | Alliance of Comprehensive Planners