CEO of @finseca. Chief advocate and spokesman for reunifying the financial security profession so that we can advance the cause #FinancialSecurityForAll

Washington DC
Joined November 2013
Marc Cadin retweeted
Grok @Bot might turn out to be your favorite employee
Once You Really Grok Bot, You Never Go Back To Non-Grok Bot Once you use Grok Bot enough, it is very difficult to go back to an old chat window with an AI that can’t get things done. It is a brain with no virtual hands. The symbiosis you develop with Bot is quite profound as it remembers long term goals in a much more complex way to actually not only get answers but to actually get the work done you needed the answer for. In almost all cases Bot understands what you are doing and doesn’t just tell you how to do it. Bot offers to do all the steps to get the work done. But that isn’t the entire magic, understanding your goals enough Bot will expand what you are doing to levels you have not thought of and possess the abilities to get it all done. We thought the computer era started with the mainframe computer at one time. But it really started when anyone had that super computer in their pocket. Grok Bot is that same step change, you get Super Intelligence in your pocket so useful, the very device, OS and apps you once used matters no more… It’s just you Grok Bot and the work you toiled over getting done by one of the best employees you will ever hire. It’s that simple.
1,566
833
137
6,376
1,213,387
For #BreastCancerAwarenessMonth, Mia Murdock of Mosaic Planning Group shares why conversations about financial protection need to happen before a diagnosis, not after. Hear her story in this week’s Monday Brief in @Finseca Members’ inboxes.
10
Last week, the @Finseca Board met in DC with @ACLINews President & CEO @dchavern to discuss the challenges facing our industry and the importance of a united voice in Washington. Grateful for David, the ACLI, and everyone working to strengthen #FinancialSecurityForAll
1
34
Congrats to my friend @EricCantor!
We are excited to announce Eric Cantor as our next president and CEO. Eric is well respected among policy leaders in Washington and around the world, with a long track record of working effectively across the political spectrum in support of biomedical research and patients’ access to medicines. He joins PhRMA at a pivotal moment for America’s biopharmaceutical industry. Read more: phrma.org/resources/phrma-se…
1
33
Amy Jamrog’s mentor told her that growth happens personally, professionally, and financially, in that order. After 30 years, she agrees: give yourself time, stay coachable, and find people to learn alongside. @Finseca members, watch this week’s Monday Brief in your inbox.
1
32
Clients experience one financial life. As Mike James says, they want more value from fewer places. @EYnews research shows that holistic planning leads to better outcomes. This week, we discuss what that means for advisors. @Finseca members, check your inbox. @Aon_plc
1
1
28
Marc Cadin retweeted
After 50 years in the profession, Warren May will step down from his role at Finseca at the end of this year. We’re deeply grateful for all he’s given this community and look forward to honoring him at NAILBA 45. bit.ly/namr @CadinMarc
1
2
207
It’s easy for our profession to turn inward. But the real challenge is reaching Americans who still believe financial security is out of reach. David O’Malley, Chairman, President and CEO of @pennmutual and I discuss on this week’s Monday Brief. Together, we are @Finseca.
1
43
Life insurance is still NAILBA’s foundation, but clients don’t live in product categories & our education can’t either. Warren & I discussed why #NAILBA45 is expanding its annuity content & why a stronger brokerage community makes all of @Finseca stronger. bit.ly/namr
1
1
83
Policymakers don’t separate carriers and distribution into neat categories. They hear one industry. Dawn Behnke, EVP of Consumer Markets at @pacificlife, and I discussed why alignment between @Finseca and @ACLINews matters when millions still need access to products and advice.
1
3
205
I asked Jordan what one thing at @Finseca he’d recommend members use. His answer: find your one thing. I called it a cop-out, but he had a point. You can’t use everything. Find what helps your business and build from there. If you’re not sure where to start, we’ll help.
1
38
Last year, @Finseca worked to protect provisions affecting our members while @ASAEcenter rallied associations against major nonprofit tax increases. On this week’s Monday Brief, CEO Michelle Mason and I unpack what happened and what’s next. Finseca members, check your inbox.
1
1
41
“What difference can one person make in Washington?” I’ve seen it firsthand: specific stories about clients, employees & businesses can change the conversation. Talking points rarely do. Hear more from @BrodyMullinsDC, host of @the535news pod Check your email for the Monday Brief
2
121
After the 2016 election, Carl Peterson thought estate tax repeal could put him out of business. It’s why he calls advocacy an insurance policy for his firm and clients. We also discussed private equity, growth & client service. @Finseca members, check your inbox for Monday Brief.
1
2
55
Marc Cadin retweeted
“We have a $39 trillion debt and growing. Social Security goes insolvent in the fourth quarter of 2032.” Marc Cadin, president of @Finseca, discusses the fiscal challenges facing Congress and the need to encourage more Americans to save earlier and privately.
2
1
265
“Hope is not a plan.” Tiffany Markarian, Founder of @AdvantusMktg, joined the Monday Brief to emphasize intentionality in time management, client service, and business growth. @Finseca members, check your email every Monday for the full brief.
2
43
This week I’m with Randy Fine, President of Robert Fine & Associates, discussing how technology is reshaping the advisor-client relationship. Advisors who ask better questions & mentor the next generation will excel. @Finseca members: Check your inbox for this week's Monday Brief
1
43
As we celebrate America’s 250th, we recognize the vital role of financial professionals in securing our futures. Last year, H.R. 1 was passed thanks to advocacy. @Finseca members, check your inbox for this week’s Monday Brief on our victories and ongoing advocacy.
1
48
Advocacy for financial professionals spans state legislatures, with key updates like New Jersey's independent contractor rule & @naic activities—@Finseca partners to protect choices & promote innovation. Members can access the complete Monday Brief every week through their email.
1
45
👇👇👇👇👇
The Democratic establishment deserves a slow clap here. Really. Bravo. They spent years building the perfect little political terrarium: NGOs, activist salaries, university grievance factories, donor cash, media protection, blue-city patronage, “equity” rackets, and taxpayer-funded do-gooder laundromats all humming along under the sacred banner of “Our Democracy.” Then they looked at the radicals crawling around inside and said, “Surely these people will remain manageable.” Absolutely brilliant, guys. Chuck Schumer and Hakeem Jeffries now look like substitute teachers trying to take attendance during a prison riot. The donors are sweating through their custom suits. The consultants are pretending this is just a “messaging challenge.” The media is polishing the same old turd and calling it “youth energy.” No, champ. This is not youth energy. This is the bill. You told them America was evil. You told them capitalism was theft. You told them police were the enemy. You told them borders were immoral. You told them every institution had to be “decolonized,” “reimagined,” or burned down and rebuilt by people with sociology degrees and untreated rage. Now they believe you. And worse, they want promotions. That is the humiliation. The party bosses thought they were renting radicals by the hour. Turns out the radicals thought they were being trained to run the place. Democrats built the hive, fed the hive, defended the hive, and called anyone who noticed a conspiracy theorist. Now the hive has the keys. Enjoy the buzzing. (article below)
7
21
142
26,232