#166 - Protecting your clients' property and wealth-Holly Gately

Wicked Pissah Podcast

A tartalmat a Financial Planning Association of New England and FPA NE biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Financial Planning Association of New England and FPA NE vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.

1y ago 42:32

MP3•Epizód kép

Protecting your clients’ property and wealth with Personal Risk Advisor Holly Gately

When was the last time you took your clients through a comprehensive risk assessment? Can’t remember? Then tune into this episode of the Wicked Pissah Podcast and hear from Personal Risk Advisor Holly Gately.

Holly is a risk management specialist with USI Insurance Services who focuses on personal property and casualty insurance for successful individuals and families.

We’ll learn about the holistic approach Holly takes to make sure clients are properly insured, how advisors can make the insurance review experience better for clients, why you might want to think twice about buying that condo in Florida, and more. HOLLY GATELY Personal Risk Advisor

CA Individual License No. 4106472

USI Insurance Services, LLC

CA Agency License No. 0G11911

holly.gately@usi.com | www.usi.com

https://www.linkedin.com/in/hollyoconnor/ https://www.linkedin.com/company/usi-insurance-services/ https://www.usi.com/property-casualty/ https://www.usi.com/personal-risk/

150 epizódok

#MBA #Trading #Business #Financialplanningassociation #Fpama #Financial Planning Association Of New England #FPA NE #Financialadvisor #Investmentadvisor