Why Insurance Is the Most Overlooked Growth Strategy in Wealth Management with Jason Borek
For wealth professionals focused on firm growth and holistic client planning, the episode examines insurance distribution barriers, implementation challenges, and the role of technology and data in advisor workflows.
Summary
By the running an ria deskThe episode features Kyle Van Pelt speaking with Jason Borek, chief growth officer at The Pinnacle Group, about why insurance is underused in wealth management and what advisors struggle with when trying to make it part of holistic planning. Borek describes how Pinnacle works between insurance manufacturers and advisors, and discusses AI and technology in distribution and advisor workflows, emotional intelligence, and running a multicustodial firm.
- The episode examines why only 2% of wealth management firms use insurance and how and when insurance should be used in client portfolios.
- Borek describes The Pinnacle Group's role in closing the gap between insurance manufacturers and financial advisors.
- The discussion covers how AI and data may affect advisor workflows and whether technology will replace or enhance distribution in asset management.
- Borek also discusses emotional intelligence, the future of wealth management, and what it takes to run a multicustodial firm.
Chapters
From the publisher’s description| Time | Chapter | Length |
|---|---|---|
| Intro | 1 min | |
| Jason's money moment | 3 min | |
| Inside The Pinnacle Group's core businesses | 2 min | |
| Why only 2% of wealth management firms use insurance | 3 min | |
| How and when should insurance be used in client portfolios | 5 min | |
| How AI and data impact the future of advisor workflows | 6 min | |
| Will technology replace distribution in asset management or enhance it? | 3 min | |
| Jason's thoughts on emotional intelligence—innate or taught | 4 min | |
| Jason's outlook on the future of wealth management | 3 min | |
| What it takes to run a multicustodial firm | 3 min | |
| Jason's Milemarker Minute | 5 min |
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Videos and podcasts are embedded from their publishers. Selections and summaries are editorial and are not investment advice.