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1 - 10of 15

Results: 15

The new world of the plan: Making planning engaging and accessible

Julianne Hertel, CLU, ChFC

Aug 28, 2023

The new world of the plan: Making planning engaging and accessible

Despite how crucial it is for an advisor, compelling clients to take action can sometimes be less than exciting. Hertel explains how she upended her financial planning process to make it more engaging for her clients and her community.
Cybersecurity successes

Ted Rusinoff; James Harrison, CEO; Julianne Hertel, CLU, ChFC

Oct 22, 2022

Cybersecurity successes

When it comes to cybersecurity and compliance, it’s important to take action today to protect and grow your business, clients and livelihood. Using real-life examples, the panel digs deep into existing compliance requirements to demonstrate how cybersecurity and proper certification can build trust and loyalty with clients and prospects.
The best advice I ever got (and what I did with it)

Gregory B. Gagne, ChFC; John F. Nichols, MSM, CLU; Julianne Hertel, CLU, ChFC

Jan 23, 2023

The best advice I ever got (and what I did with it)

Greg Gagne and John Nichols use personal storytelling to share the most helpful advice they've been given, how they implemented it and the impact it had in their personal, professional and public lives. This advice includes “my race, my pace,” “lead through action,” “’X’ nights” and “participate, don’t anticipate.” 

The new world of the plan: Making planning engaging and accessible

Julianne Hertel, CLU, ChFC

Jun 28, 20234 min

The new world of the plan: Making planning engaging and accessible

Despite how crucial it is for an advisor, compelling clients to take action can sometimes be less than exciting. Hertel explains how she upended her financial planning process to make it more engaging for her clients and her community.
Creating a rebrand to have the business you love

Julianne Hertel, CLU, ChFC

Jun 28, 20236 min

Creating a rebrand to have the business you love

By focusing on who she was at her core and what she envisioned for the future, Hertel rebranded her firm — twice — and created the financial services business of her dreams. She now works with clients who inspire her, while doubling her revenue at the same time. Learn how you can craft your own mission and core values to create the business that you love.
Cybersecurity successes

Ted Rusinoff; James Harrison, CEO; Julianne Hertel, CLU, ChFC

Oct 19, 20228 min

Cybersecurity successes

When it comes to cybersecurity and compliance, it’s important to take action today to protect and grow your business, clients and livelihood. Using real-life examples, the panel digs deep into existing compliance requirements to demonstrate how cybersecurity and proper certification can build trust and loyalty with clients and prospects.

Julianne Hertel, CLU, ChFC

Mar 2, 202111 min

Simple steps to finding gratitude, daily happiness and lasting joy

What mindsets are preventing your everyday happiness, and how do you change those? In this presentation, Hertel shares proactive ways you can embrace gratitude, redefine your purpose and discover a more joyful and fulfilling life.

Julianne Hertel, CLU, ChFC

Dec 29, 20205 min

Investing in the best use of your time

What mindsets are preventing your everyday happiness, and how do you change those? In this presentation, Hertel shares proactive ways you can embrace gratitude, redefine your purpose and discover a more joyful and fulfilling life.

Julianne Hertel, CLU, ChFC

Dec 18, 20204 min

How to create a daily practice of focusing on gratitude

What mindsets are preventing your everyday happiness, and how do you change those? In this presentation, Hertel shares proactive ways you can embrace gratitude, redefine your purpose and discover a more joyful and fulfilling life.

Julianne Hertel, CLU, ChFC

Feb 5, 20215 min

Simple steps to finding gratitude, daily happiness and lasting joy

What mindsets are preventing your everyday happiness, and how do you change those? In this presentation, Hertel shares proactive ways you can embrace gratitude, redefine your purpose and discover a more joyful and fulfilling life.