Insurance Is Changing, Is Your Business Ready? With Jake Jeatran (Ep. 11)
Insurance is changing fast, and business owners can’t afford to treat it like just another expense line item anymore.
In this episode, James Knapp sits down with Jake Jeatran of Marsh McLennan Agency to talk about AI, cyber risk, underwriting, and why strong advisory relationships still matter in…
Building Better Client Relationships Through Insurance and Customer Service with Ian Davy (Ep. 13)
Insurance isn’t just about comparing prices. It’s about understanding what could happen when life doesn’t go as planned.
How do you choose coverage that actually protects you? What kind of service matters when you’re dealing with a major claim instead of a routine question?
In this episode, James…
How AI-Native CRM Can Help Financial Advisors Serve Clients Better with Thomas Clawson (Ep. 14)
Financial advisors want to give every client thoughtful, personal attention, but outdated systems often consume the time needed to provide it.
What could change when your CRM starts helping you recognize needs, complete routine work, and stay connected?
In this episode, James Knapp speaks with Th…
Building a More Connected Retirement Plan with Tenner Stoe, CFP®, CPWA® (Ep. 15)
You’ve spent years saving, but knowing what you can afford to do in retirement may still feel unclear.
A connected plan can help you see how your choices affect one another.
In this episode, James Knapp speaks with Tenner Stoe, CFP®, CPWA®, and Wealth Architect at Boyum Wealth Architects, about h…
South Florida High School Sports Full Show 8-24-26
In hour 1: James Knapp, President & CEO, Broward Education Foundation, Danny Enriquez, Canes Insight Sports &Coach Chris Yeargin, Head Football Coach, Coconut Creek.
In hour 2: Coach Kareem Reed, Head Football Coach, McEachern, Georgia, Coach Dave Dunn, Head Football Coach Miami Christopher Columb…
South Florida High School Sports Hour 1 8-24-26
In hour 1: James Knapp, President & CEO, Broward Education Foundation, Danny Enriquez, Canes Insight Sports & Coach Chris Yeargin, Head Football Coach, Coconut Creek.
James Knapp, President & CEO, Broward Education Foundation
James Knapp, President & CEO, Broward Education Foundation talks about Broward Country Football Showcase.
How Startups Can Forecast Cash Runway When Milestones Change with Sandi Klemann (Ep. 17)
What happens when your startup’s milestones keep changing, and every change affects your cash runway and funding needs?
Sometimes the answer starts with building something better for your own clients.
In this episode, James Knapp speaks with Sandi Klemann, Founder and CEO of Fractional Finance So…
Alice in No-Man's-Land Audiobook by James Knapp
Listen to full audiobook for free : https://litupbook.com/free Title: Alice in No-Man's-LandCategories: Fiction, Science FictionAuthor: James KnappNarrator: Miette DeschenesPublisher: Curtis BrownRelease date: 01-29-2016Language: EnglishSummary:Alice Walshe has led a very charmed life, until now. T…
Reducing Friction in Financial Planning with Sam Johnson, CFP® (Ep. 18)
A financial plan can look thoughtful on paper, but what happens when you’re left trying to coordinate the paperwork, professionals, and follow-up yourself? The value of planning often depends on what happens after the recommendations are presented.
In this episode of Zombie Advisor, James Knapp sp…
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