Practice management coach, Dan Allison, explains his research based referral process.

Closing The Referral Gap With Dan Allison

Andy Moore, Director of Advanced Planning at Quantum talks about his role in educating Advisory Firms & RIA's on the benefits of integrating Insurance strategies into their planning.

Quantum Advanced Planning Team with Andy Moore

A brief overview of proven appointment setting strategies for seminars.

Seminar Appointment Setting Strategies

A quick podcast interview with an advisor using publicity.

How Publicity Elevates Your Brand

Bespoke Educators Interview with Anthony DeGrande

Landon McCarter Secure Agent Marketing

In this episode of the Quantum Expert Industry Insights Podcast, we sit down with Quantum’s own Vice President of Advanced Planning Andy Moore to discuss how equities might perform in the coming year. We also compare our market research with the expectations of industry leaders, then we go over how those expectations compare to hard statistics and past trends. Also, don’t miss our coverage of new products that can help you design a financial plan that fits your clients’ goals and protects their hard-earned assets.

Andy Moore 2023 Market Expectations & Product Innovations

David Duley discusses Social Security Risk Score

Trent Miles talks about his first month hosting his radio show in Los Angeles.

Trent Miles - How Radio Changed Everything

Scott Drake & Andy Moore discuss the markets, products and Quantum initiatives in 2023 and what we might expect in 2024.

Quantum Expert Industry Insights Podcast - Andy Moore - 2023 & 2024 Insights

Scott interviews Cody Askins. If you are an insurance agent, you've undoubtedly heard his name or are familiar with him in some way. He is CEO of Cody Askins LLC., Secure Agent Marketing, and Secure Agent Leads, host of Success Society, author of Zero To Six Figures, speaker and entrepreneur, Cody Askins owns and operates five businesses that grossed over $8 million in sales. Cody is the owner of the 8% Nation Conference that happens every year.

Quantum Client Acquisition Podcast - Cody Askins

How to integrate life insurance in your practice.

Expert Industry Insights Podcast - Life Case Study

Lisa Apolinski discusses her newest book "The Greatest Personal Brand Story Ever Told." Apolinski uses the story of Jesus as an example of a 2000 year old personal brand.

Quantum Client Acquisition Podcast - Lisa Apolinski - The Greatest Personal Brand Story Ever Told

In this exclusive Quantum podcast Andy Moore, Vice President of Advanced Planning and Portfolio Solutions gives you a first quarter market review and discusses when and why the Fed will likely start lowering interest rates.. Andy will also comment on Blackrock's Larry Fink, who just released a whitepaper on the looming retirement crisis.

Quantum Expert Industry Podcast | Andy Moore

A brief discussion on Quantum Client Acquisition programs available to our partner advisors.

Client Acquisition Strategies 2020

Dinners Seminars vs. Educational Events

Expert Industry Insights-Digital Lead Conversion Process

Derek Notman - Developing a Virtual Practice

Dinner Seminars in 2021

Quantum is not a financial advisor. All opinions expressed in this podcast are solely those of the presenter’s and do not necessarily reflect the opinions of the Quantum Group, its affiliates or employees. You should not treat any opinion expressed as a specific inducement to follow a particular strategy. The presenter’s opinions are based upon information considered to be reliable, but its completeness or accuracy is not warranted in any way, and it should not be relied upon as such. Past performance is not indicative of future results. The Quantum Group and its affiliates do not guarantee any specific outcome or profit.
The Quantum Group USA, LLC. In CA, d/b/a Quantum Distribution & Insurance Services.

The Quantum Group

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