Diversity, Opportunity, and Growth: Changing Demographics and New Opportunities for Financial Professionals

Your Thriving Practice — A podcast by Global Atlantic
17/11/2022 25 min Episodio 1
Diversity, Opportunity, and Growth: Changing Demographics and New Opportunities for Financial Professionals

Listen "Diversity, Opportunity, and Growth: Changing Demographics and New Opportunities for Financial Professionals"

Descargar episodio Ver en sitio original

Episode Synopsis

In this, the first of three episodes on the topic, we look at the habits of Latino and Asian American investors, and how financial professionals can break down cultural barriers to better serve these two communities.Guests: Bill Crane, Senior Vice President of Market Development at Global Atlantic, Javier Pena, multicultural Manager at Global Atlantic with a focus on the Hispanic/Latino U.S. Market, and Pei Yin “Joey” Ng, Senior Advanced Markets Analyst at Global Atlantic with a focus on the Asian-America market.

More episodes of the podcast Your Thriving Practice — A podcast by Global Atlantic

Diversity, Opportunity, and Growth: Helping U.S. Latinos Achieve Their Financial Goals 12/12/2022
Retirement Risks: Mitigating three of the greatest retirement risks 13/06/2024
Retirement Risks: Addressing longevity risk with Moshe Milevsky 13/06/2024
How your communication style can grow your business 30/10/2023
60/40 One Year Later: Stay the Course—or Shift Gears? (Part 2) 26/06/2023
60/40 One Year Later: Stay the Course—or Shift Gears? (Part 1) 26/06/2023
60/40 One Year Later: Seeking Stability with Annuities 26/06/2023
60/40 One Year Later: Not Your Grandfather's Annuity: Using the Right Words to Sell an "Alternative Strategy" 26/06/2023
60/40 One Year Later: The REIT Renaissance 26/06/2023
Secure Act 2.0: What you need to know about the new law 13/03/2023
© 2003-2025 ZARZA | AHEAD OF OUR TIME
privacy policy
In God we trust In God we trust
PreSales Questions? Click Here
or call our toll-free line at +1-888-5002068 Miami, Florida, USA