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The Future of Financial Services: Training, Talent, & Personal Development with Lindsey Lewis
On this episode of Pathways e3, Lindsey Lewis joins Amber Stitt to discuss the urgent need for new talent in financial services, as up to 40% of the workforce plans to retire in the next decade. They explore The American College’s innovative programs, the challenges of industry retention, and the importance of leadership and succession planning for long-term success.
5 days ago3 min read


The Art of Building Legacy: Multi-Generational Wealth Transfer, Motive, & Advisor Relationships With Joe Strazzeri, Esq.
On this episode of Pathways with Amber Stitt, Joe Strazzeri explores the importance of teaching financial independence to the next generation and building synergy within affluent families. He shares insights on mentorship, healthy family dynamics, and how adversity shapes success, emphasizing honest communication and collaborative teams as key tools for sustaining generational wealth.
Dec 30, 20253 min read


Financial Planning Retirement Myths: Sanjay Tolani on Crystralizing Multi-Generational Wealth
In this episode of Pathways e3, Sanjay Tolani challenges conventional financial wisdom by urging listeners to "stop thinking diversification" and focus on concentration for wealth creation. Sharing his journey from selling his first policy as a young advisor to building generational wealth, he offers actionable insights on legacy, succession, and protecting family and income for the future.
Dec 23, 20253 min read


Rethinking Retirement: The Rewirement Approach and Future Planning with Jamie Hopkins
On this episode of Pathways e3, Jamie Hopkins dives into his concept of "rewirement," reframing retirement planning from just saving and spending to redefining future goals and behaviors. Amber Stitt and Jamie Hopkins discuss envisioning your future self, naming your goals, and adapting as life evolves. They also touch on his upcoming book, the 4% rule, and why change—not rigid rules—is key to financial success.
Dec 16, 20253 min read


How AI Is Transforming Insurance & Risk Management: Panos Leledakis on Revolutionizing the Industry
On this episode of Pathways e3, Panos Leledakis shares how technology transformed his career and life, highlighting the rapid evolution of AI in financial services. He discusses global adoption trends, the need for ethical and compliant AI usage, and how advisors can leverage new tools to enhance client relationships. Tune in for insightful strategies to stay ahead, adapt, and thrive in a fast-changing industry.
Nov 18, 20253 min read


Bringing Insurance & Wealth Management Together: NAIFA e3's Vision with Jason Foster
At the NAIFA e3 conference, Amber Stitt and Jason Foster explore the power of collaboration between insurance and wealth management professionals. They discuss the evolution of the e3 brand—Empower, Engage, Explore—and how networking and learning from others can create lasting impact and significance in your career. Tune in for actionable tips and an inside look at industry leadership.
Nov 11, 20253 min read


Building a Lasting Legacy: Succession & Mentorship in Financial Services with Shane Westhoelter
On this special edition of Pathways e3, Shane Westhoelter shares how a heartfelt experience delivering a $10,000 insurance check changed his view on legacy, dignity, and the power of their profession. Shane and Amber Stitt discuss why legacy planning is evolving, why mentorship and bringing new talent into the industry matter, and how building a meaningful legacy outranks just building wealth.
Nov 4, 20253 min read


Steering Your Financial Future: Demystifying Life Settlements with Christopher Conway
On this episode of Pathways with Amber Stitt, guest Chris Conway shares his unique journey from life insurance sales to becoming an expert in life settlements. He discusses how life insurance is an asset, not a liability, and how life settlements can provide financial flexibility. Chris emphasizes the importance of personalized planning and navigating life's challenges with the right tools and expert advice.
Jul 1, 20253 min read


From Punk to Personal Injury Law: Building an Iron Mind & Navigating Risk with Joshua Brumley
On this episode of Pathways with Amber Stitt, personal injury attorney Joshua Brumley shares how his unconventional path led him to law, reveals why it’s crucial to call police and document everything after an accident, and explains how social media can impact your claim. He also discusses the importance of seeking expert advice and introduces his own Iron Mind podcast for deeper industry insights.
Jun 17, 20253 min read


Audacious Execution: Roy Osing's Secrets to Building a Business with a Billion in Annual Sales
The Dangers of "Chasing Yummy" in Business Strategy: "If you want to go outside your strategy, you're 'chasing yummy,' right? It feels so good to do, but probably you should spit it out is what you should do, because it's not yielding any strategic advantage." Startup Failure Rates and Differentiation: "They don't take the due diligent time to actually do the differentiation work up front."
Apr 18, 20253 min read


Building Profitable Businesses by Prioritizing Team Culture and Relationships with Dr. David R. Pearce
Mastering Business Success Through Relationships with Dr. David Pearce In this engaging episode of "Pathways with Amber Stitt," Dr. David...
Apr 11, 20253 min read


Learn, Unlearn, Relearn, and Transform: The SHFT Approach with Fabian Serrano
Modernizing Insurance: Fabian Serrano's Tips for Risk Management and Innovation The Power of Mindset: Transforms Challenges to Opportunities
Mar 19, 20253 min read


Finding Financial Freedom, Passive Income, & Happiness While Traveling the World with Karim Kerachni
Karim shares his unique journey from Canada to Southeast Asia, highlighting the invaluable lessons he's learned about community, happiness..
Dec 3, 20244 min read


Focus On Talents: Turning Dreams Into Goals, Jessica Perez’s Passion for Helping Entrepreneurs
Jessica Perez is the driving force behind Jessica Perez Consulting, a firm dedicated to helping startups, small businesses, & entrepreneurs.
Oct 1, 20244 min read


Focus On Risk: Building Confidence and Embracing Conflict - Inspiring Insights from Kate Beck
Overcoming Career Challenges: Kate Beck's Journey to Success in Insurance and Financial Services. Career Transitions and Building Confidence
Aug 21, 20244 min read


Focus On Marketing: From Employee to Entreprenuer by Leveraging Online Presence with Diana Cabrices
In our discussion, Diana emphasizes the importance of networking, building a strong presence on social media, and being your authentic self.
Jul 30, 20243 min read


Focus On Talents: From Single Mom to Transformative Worldwide Advocate - Cathlene Miner’s Inspiring Story
Cathlene Miner’s story is a powerful reminder of the difference one person can make.
Jun 18, 20244 min read


Focus On Talents: How Personal Assessments & Proper Processes Produce Profits with Pete Mohr
Features the indomitable Pete Mohr, a lifelong entrepreneur who's passionate about transforming business frustrations into freedom.
Apr 16, 20244 min read


Focus On Talents: Empowering Financial Advisors and Breaking Barriers with Alanah Phillips
Breaking Barriers: Alanah Phillips on Empowering Financial Advisors.
Apr 9, 20243 min read


Focus On Marketing: Humanizing Brands, A Conversation with Marketing Executive Ashley Richards
Amber Stitt interviews Ashley Richards, a marketing executive with over 15 years of experience.
Mar 12, 20243 min read
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