Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by Insurance Nerds. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Insurance Nerds 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://player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

John L. Connell, Co-Founder and CEO at Focal - PIR Ep. 713

28:52
 
Share
 

Manage episode 496255003 series 2286677
Content provided by Insurance Nerds. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Insurance Nerds 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://podcastplayer.com/legal.

Tony chats with John L. Connell, Co-Founder and CEO at Focal, they are the enterprise grade AI notetaking platform and automation platform for financial advisors and in the insurance agency and broker/dealer space. They are used across Charles Schwab, Vanguard, Commonwealth, and others. They deliver a vertical specific purpose built platform that saves advisors 50 hours a month! It empowers you to deepen your relationships with your clients.
John L. Connell: https://www.linkedin.com/in/john-l-connell/
Focal: https://meetwithfocal.com/

Video Version: https://youtu.be/n0PUISKLMqs

  continue reading

781 episodes

Artwork
iconShare
 
Manage episode 496255003 series 2286677
Content provided by Insurance Nerds. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Insurance Nerds 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://podcastplayer.com/legal.

Tony chats with John L. Connell, Co-Founder and CEO at Focal, they are the enterprise grade AI notetaking platform and automation platform for financial advisors and in the insurance agency and broker/dealer space. They are used across Charles Schwab, Vanguard, Commonwealth, and others. They deliver a vertical specific purpose built platform that saves advisors 50 hours a month! It empowers you to deepen your relationships with your clients.
John L. Connell: https://www.linkedin.com/in/john-l-connell/
Focal: https://meetwithfocal.com/

Video Version: https://youtu.be/n0PUISKLMqs

  continue reading

781 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play