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.
Michael is a collaborative and strategic partner for our advisors, working closely with them to navigate complex client scenarios and questions and facilitating conversations with our specialized staff. His expertise supports advisors in converting relationships into partnerships, enhancing both client satisfaction and business growth. Michael's focus on tailored solutions ensures that each advisor is equipped to achieve the best outcomes.