In this episode of the Catalys4tGrowth podcast, host John A. Kailunas II speaks with Tony Steuer, a seasoned insurance consultant and advocate for collaboration in the financial services industry. They discuss Tony's unique background, the importance of understanding clients' comprehensive financial needs, and the challenges faced in launching the Get Ready Movement, which aims to foster collaboration among financial professionals. The conversation also touches on common mistakes in the industry, the ideal structure for financial advisors, and the influence of figures like Benjamin Graham on financial philosophy. Throughout the discussion, both speakers emphasize the need for a shift in mindset towards collaboration and client-centric approaches in financial services.
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