The Annuity Consultants Stephani Lucas, Spiritual Masochist
– The Sharkpreneur podcast with Seth Greene Episode 472 Stephani Lucas
Stephani Lucas is the founder and CEO of the Annuity Consultants, a boutique FMO she founded in 2010. TAC specializing in annuities, life insurance, disability income, long-term care, and Asset Based LTC. She is also the co-founder and CFO of a lifestyle brand Spiritual Masochist. After almost 20 years in the insurance/financial sector, she grew frustrated by the lack of depth and egocentric business practices. Out of her passion to change the industry from the inside out, she launched the Heart Centered Planning Series, a series of guides and webinars that focus on the transformative value that mindfulness and meditation can have for your business and daily life. She holds a bachelor’s degree in International Business with a focus on leadership and management with a dual degree in marketing from the Arizona State University W.P. Carey School of Business, lives in her lovely home in Austin, TX.
Listen to this informative Sharkpreneur episode with Stephani Lucas about the boutique FMO service the Annuity Consultants.
Here are some of the beneficial topics covered on this week’s show:
● Why you shouldn’t strap yourself to a sinking ship in business.
● How the Annuity Consultants was born and how it’s grown.
● Why you should help your clients become who they want to be.
● How there are advisors out there who sell products for the money.
● Why you have to treat yourself well before you will be treated well.
Connect with Stephani:
Guest Contact Info
@annuityconsultant
@HurtsSooooGood
@StephaniLucas
@theannunityconsultants
@spiritual_masochist
facebook.com/TheAnnuityConsultants
facebook.com/spiritualmas0chist
linkedin.com/in/stephanilucas
Links Mentioned:
Theannunityconsultants.com
spiritualmasochist.com
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