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Moving the Industry into the Future

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Manage episode 485235971 series 3504649
Content provided by Paul Blanco. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Paul Blanco or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Paul Blanco's Small Steps, Big Wins. A podcast focused on the financial world and more. Paul Blanco, CEO of Barnum Financial Group, sits down with a special guest each week to discuss important topics within the financial sector. He’ll explore what it takes to be successful in our everyday lives and learn what shapes our industry.

Guest Bio – Bellaria Jimenez, CFP®, MBA | President, General Agent | MassMutual Tri-State

Growing up as an immigrant in New Jersey, I witnessed firsthand many of the mistakes made by people who didn’t fully grasp the financial system in this country. After college, I began my career as an advisor to help people understand why it’s so important to plan financially for the future. Now, as Managing Partner and President of a firm, I coach and educate individuals, businesses and employees on the importance of financial literacy. My hope is to pass along my financial knowledge to the next generation and that includes my son.

Working in this industry has empowered me to make my life matter – personally and professionally. I am passionate about helping others succeed in the career. I dedicate time to coaching and mentoring women in the business. The focus on financial literacy for children and college students is my contribution to future generations in educating them on what choices they have when making money decisions and career choices.

Industry involvement in AALU, MDRT, GAMA, FPA are very critical to me. I feel that being committed to my career means understanding and supporting the industry and advocating in areas that will help support our field.

Podcast Episode Description: Moving the Industry into the Future

Follow Paul on Instagram: @paul.f.blanco

Podcast Disclosure:

All opinions expressed by the Program Participants are solely their current opinions and do not reflect the opinions their respective parent companies or affiliates or the companies with which the Program Participants are affiliated.

Investments or strategies mentioned in this program may not be suitable for you and you should make your own independent decision regarding them. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You should strongly consider seeking advice from your own investment adviser.

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000.

CRN202805-8800556

  continue reading

92 episodes

Artwork
iconShare
 
Manage episode 485235971 series 3504649
Content provided by Paul Blanco. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Paul Blanco or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Paul Blanco's Small Steps, Big Wins. A podcast focused on the financial world and more. Paul Blanco, CEO of Barnum Financial Group, sits down with a special guest each week to discuss important topics within the financial sector. He’ll explore what it takes to be successful in our everyday lives and learn what shapes our industry.

Guest Bio – Bellaria Jimenez, CFP®, MBA | President, General Agent | MassMutual Tri-State

Growing up as an immigrant in New Jersey, I witnessed firsthand many of the mistakes made by people who didn’t fully grasp the financial system in this country. After college, I began my career as an advisor to help people understand why it’s so important to plan financially for the future. Now, as Managing Partner and President of a firm, I coach and educate individuals, businesses and employees on the importance of financial literacy. My hope is to pass along my financial knowledge to the next generation and that includes my son.

Working in this industry has empowered me to make my life matter – personally and professionally. I am passionate about helping others succeed in the career. I dedicate time to coaching and mentoring women in the business. The focus on financial literacy for children and college students is my contribution to future generations in educating them on what choices they have when making money decisions and career choices.

Industry involvement in AALU, MDRT, GAMA, FPA are very critical to me. I feel that being committed to my career means understanding and supporting the industry and advocating in areas that will help support our field.

Podcast Episode Description: Moving the Industry into the Future

Follow Paul on Instagram: @paul.f.blanco

Podcast Disclosure:

All opinions expressed by the Program Participants are solely their current opinions and do not reflect the opinions their respective parent companies or affiliates or the companies with which the Program Participants are affiliated.

Investments or strategies mentioned in this program may not be suitable for you and you should make your own independent decision regarding them. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You should strongly consider seeking advice from your own investment adviser.

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000.

CRN202805-8800556

  continue reading

92 episodes

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