Navigating Financial Services in a Digital World With Ryan Pinney

NAIFA's Advisor Today Podcast Series

Ryan Pinney is an insurance and financial services professional known for his innovative approach to leveraging technology to enhance client experiences. A past National Trustee and a respected figure in the industry, he is renowned for his contributions to tech integration within financial services and his dedication to serving his clients and the larger community. Ryan has a distinguished background in military service, complementing his commitment to providing outstanding service in his field. He advocates for technology, professional growth, and political advocacy in financial services.

In this episode…

In an era where rapid technological advancements regularly redefine the business landscape, staying relevant is more critical than ever for professionals in service-based fields, particularly financial advising. Adapting to these changes requires an understanding of new tools and trends and a commitment to delivering personalized client experiences. So, how can advisors embrace innovation while maintaining a human touch to make a lasting impact in financial advising?

Ryan Pinney, a seasoned financial advisor and innovative thinker, delves into the intricacies of selling insurance online and the significance of maintaining a robust digital presence. He shares his insights on the role of AI in refining advisors' approach to client interactions and underscores the importance of political advocacy in shaping the industry's future. Ryan recounts his early days in the field and the profound influence of delivering a death claim. With a view toward the future, he discusses his work and the challenges of providing financial services to global citizens.

In this episode of Advisor Today, co-hosts Chris Gandy and Suzanne Carawan sit down with Ryan Pinney, an insurance and financial services professional, to discuss embracing technology in financial services. Ryan shares his unexpected entrance into the financial industry, how advisors utilizing new tech will outpace those who don't, the importance of embracing social media for lead generation and research, and his involvement with NAIFA.