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New Parents

Episode 9: Better Late Than Never [Video]

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Episode 9: Better Late Than Never

Cultural and generational differences play a big role in the financial relationship between parents and their adult children. In traditional African culture, parents and children simply don’t discuss finances, and for Ornella and her mother, Didi, that was certainly the case. That is, until Ornella followed in Didi’s footsteps and opened up a restaurant that serves traditional African food. Then everything changed, and they’re never going back.

This episode’s expert is Dr. Brad Klontz, Certified Financial Planner, financial psychology professor, and Founder of the Financial Psychology Institute. He delves into the study of financial psychology as well as:
– How parents and kids can broach the topic of money
– “Money scripts” and how they impact us
– How to overcome financial-related shame

Visit our episode page: https://www.johnhancock.com/ideas-insights/podcast-episode-9.html

Learn more about Dr. Brad Klontz: https://www.yourmentalwealth.com/about-us/dr-brad-klontz/

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New Parents

Individual Disability Insurance Through Business Owners [Video]

This webinar will be packed with reasons why you should be working with business owners and their importance, along with the following supporting topics: • Business owner priorities• Key concerns addressed• Comprehensive disability insurance offering• How to get started• And much more!Make sure to mark your calendar to join myself and Rick Cordaro of Principal Insurance Company as we answer all of your questions to give you solutions and streamline your Disability Insurance approach.

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New Parents

A robust digital presence is no longer a nice-to-have, but a necessity… making technology so important to grow your practice and business. Watch this video for ways to use marketing technology with tips to help you grow your practice.We cover why technology is so importantThe financial planning industry is undergoing change as baby boomers age and a younger wave of clients come forward with different needs and preferences. How we communicate and get leads or prospects needs to change too, making a robust digital presence a necessity.We cover reasons to invest in technology Today you may still rely on traditional communication methods, but now it’s so much more important to focus on your digital tools, including website, email marketing, social media and others. Simple actions you can take right away as you look at technology and your business and practice. Grow your business faster – With the right technology, you can start automating how you gain new business.Deepen existing client relationships – Email marketing technology can help automatically stay in touch with clients with helpful and actionable information.Accomplish more with less – Typically there’s an upfront time and resource cost. Once setup, many of these tools run automatically to help you grow your business with less effort.Financial advisor marketing technology and digital tools to help with lead generation. For more information and additional resources, visit www.Principal.com/GrowYourPractice#financialadvisor #leadgeneration #marketingforfinancialadvisors