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In this episode, Ben speaks with Jake Reus, CEO and Head of Financial Advice at Bob Reus & Co. They discuss how a multi-service financial advice firm can embed life insurance into holistic client relationships, using structured philosophies, motivational conversations (CAMS), team training, and process design to improve client protection, business performance, and adviser capability.
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reus Insurance Philosophy
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Insurance Podcast #4 – Jake Reus
In this episode, Ben speaks with Jake Reus, CEO and Head of Financial Advice at Bob Reus & …
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Insurance Podcast #3 – Aaron Zol
In this episode, Ben talks with Aaron Zol, Head of Business and Insurance Advice Growth at Entireti. They …
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Insurance Podcast #2 – Sam Perera
This week, Ben speaks with Sam Perera, Director at Perera Crowther Financial Services. They unpack how advisers can …
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Insurance Podcast #1 – Adam Crabbe and Katherine Hayes
In this first episode, Ben Donald is joined by Adam Crabbe, Risk Strategy Specialist at Zurich and Katherine …
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Insurance Podcast #4 – Jake Reus
In this episode, Ben speaks with Jake Reus, CEO and Head of Financial Advice at Bob Reus & …
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AdviceTech Podcast #164 – Regi
In this episode, Pat speaks with Eloise Somerford and Julia Vojkovic from 3Lines. They explore how 3Lines Group’s …
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Engine Room Podcast #82 – Alex McMillan
This week, Rocksy is joined by Alex McMillan, Managing Director at Seedli. They discuss the origins and philosophy …
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Insurance Podcast #3 – Aaron Zol
In this episode, Ben talks with Aaron Zol, Head of Business and Insurance Advice Growth at Entireti. They …
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#525 Izzy Tittor
Izzy is the co-founder of Henry Advisory, a newly launched advice firm focused on “High Earners, Not Rich …
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Investment Feed Insights #8
In this episode, Neil Rogan speaks with Alex Cousley from Russell Investments. They discuss recent geopolitical tensions involving …
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Engine Room Podcast #81 – Angus Taylor
In this episode, Rocksy is joined by Angus Taylor, Founder of Sheffield Financial Group and Senior Financial Planner. …
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Investment Podcast #35 – Inside the Contrarian Playbook
As elevated valuations and index concentration challenge traditional portfolios, Daniel Kelly is joined by Chris Hestelow (Allan Gray) …
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AdviceTech Podcast #163 – RetireMap Update
This week, Pat is joined by Andrew Gardner and Eric Tetik from RetireMap. They discuss how RetireMap has …
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#524 Retirement Xchange Insights
Recorded live at the Ensombl Retirement Xchange in Melbourne, James asks attendees what their “aha moments” from the …