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What if the future of your agency didn’t mean losing the human touch but amplifying it?
In this episode of The Modern Insurance Agent Podcast, David Denning sits down with Erik and Darren Sussman the powerhouse duo behind The Institute of Financial Wellness (IFW) to unpack how they built one of the most modern, human-centered financial platforms in the industry.
Erik brings over 30 years of experience in training and recruiting top-tier advisors, while Darren (President & Co-Founder) draws on three decades in media and tech to power IFW’s trusted consumer brand and cutting-edge marketing systems.
🔥 Here’s what you’ll discover:
🏆 How to leverage a consumer brand to shorten trust cycles and attract higher-quality clients
🤖 Practical ways to use AI to enhance (not replace) real human connection
🧩 The tech, training, and systems that make IFW a model “Agency of the Future”
💼 The cultural principles that keep top agents engaged, loyal, and producing
🚀 Simple modernization steps you can take this month to future-proof your agency
👉 If you’ve been wondering how to evolve your business without losing what makes it personal, this episode is your playbook.
🌐 Connect with IFW: https://www.the-ifw.com/about/

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