Our podcast is tailored to those in the RIA space. More knowledge equals less fear or the unknown, so we are here to kick open the toolbox, play with the tools, and have a honest/blunt conversations about the insurance toolbox accessable to you and your clients.
Senior Marketing Director at CBS. Eric is passionate about supporting financial professionals and their clients as they plan for their futures and navigate the complexities that life presents. He draws from his personal and professional experiences to inform his approach to working with our clients and is dedicated to serving as a true partner to our advisors throughout the entire process. He is solutions-based and action-oriented, complementing the CBS approach.
Tedd is a strategic partner who thrives on collaborating with advisors to navigate complex client needs. With a knack for building strong connections, he helps turn client relationships into long-term partnerships that drive both satisfaction and growth. Tedd’s expertise in crafting tailored solutions ensures that every advisor has the tools they need to achieve the best results. Always ready to lend a hand, he’s committed to supporting advisors and their clients every step of the way!