Episode 3: Predicting the future of financial services

MDRT brings you the Agency Principal Series, a five-episode podcast series recorded at NAILBA 34 for agency principals and advisors. Industry leaders share their perspectives on the state of the business, leaving you with takeaways to thrive in the changing landscape. In this episode, we discuss how to support advisors as entrepreneurs by anticipating industry changes. Panelists include: • Moderator: James Douglas Pittman, CLU, CFP, MDRT Second Vice President • Brian Winikoff – President and CEO, Crump Life Insurance Services • Ben Nevejans – President, LifePro Financial Services Inc. • Victoria “Tori” Van Dusen-Roos – Principal and Head of Operations, Diversified Brokerage Services Inc. • Ryan Pinney – Vice President, Sales and Marketing, Pinney Insurance Services • Gonzalo Garcia – Partner, AgencyONE LLC The Million Dollar Round Table® (MDRT) does not guarantee the accuracy of tax and legal information and is not liable for errors or omissions. You are urged to check with tax and legal professionals in your state, province or country. The MDRT also suggests you consult local insurance and security regulations and compliance departments, pertaining to the use of any new sales material with clients. Copyright 2016 Million Dollar Round Table.