Practical Tips for Achieving Success with Insurance Clients
Podcast recorded on 06/14/2019
Michael Walton

Managing Partner, Consultant & Client Relations

Greg H. Cobb

Vice President, Investment Strategy

Sage Advisory’s Michael Walton and Greg Cobb discuss some practical tips for helping investment consultants be successful with insurance clients. They talk about how to navigate the insurance landscape, the key financial metrics to know, and how Sage’s investment consultant partners leverage our insurance expertise.