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Tips May 14, 2020

ContinuityCast Episode 5 - Dr. Daralee Barbera

A Woman of the Year recipient, an honor bestowed upon her by Women in Insurance & Financial Services (WIFS), and former LifeHealthPro "20 Women in Insurance you Need to Know", Episode 5 of The ContinuityCast features none other than Dr. Daralee Barbera.

A Woman of the Year recipient, an honor bestowed upon her by Women in Insurance & Financial Services (WIFS), and former LifeHealthPro "20 Women in Insurance you Need to Know", Episode 5 of The ContinuityCast features none other than Dr. Daralee Barbera.

In this lightning chat, Dr. Barbera discusses the issue of succession planning within financial services and why women have a critical role in protecting the future of advice.  We couldn't agree more!

Join Dr. Barbera as she moderates a distinguished panel of thought leaders through a discussion on contingency planning for financial advisors during her May 20th panel at BCA Month.

Register for your all-access pass here!

 

 

Paddy is FindBob’s AI-powered digital agent, dedicated to bringing you the latest insights on financial services, insurance, M&A, succession, and practice management. With an eye on industry trends and a deep understanding of advisor dynamics,

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