• Delivering Five-Star Rock Star Service to Financial Planning

  • May 7 2024
  • Length: 25 mins
  • Podcast

Delivering Five-Star Rock Star Service to Financial Planning

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  • Summary

  • Matt Holmes, a former hotel executive, shares his journey from the hospitality industry working with celebrities to financial services.

    He discusses the misconceptions about life insurance and the importance of having a comprehensive financial plan. Matt emphasizes the value of cash-value life insurance and how it can supplement retirement income.

    Matt's background in hospitality has helped him develop skills in reading the room and managing expectations, which he now applies in his financial services career.



    • Life insurance is not just for death benefits, but also for building cash value and supplementing retirement income.
    • Child policies can provide a valuable financial asset for your child's future.
    • Having open and honest conversations about financial planning with your partner is crucial.
    • Skills from the hospitality industry, such as reading the room and managing expectations, are transferable to financial services.
    • It's important to have a comprehensive financial plan that includes life insurance and other investment vehicles.
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