On today’s episode of Framework, Jamie talks with David Levenson, President and CEO of LL Global, one of the world’s largest trade associations supporting life insurance and the financial services industry.

David grew up in a family of seven with a single-parent income. While far from wealthy, David’s household was loving and his parents always stressed that treating others with respect, maintaining a strong work ethic, and academic excellence trumped material possessions every time.

Early in his career, David experimented with different positions before an insurance titan asked David to start a mutual fund business from within. He succeeded and eventually found himself working for the company in Japan and getting a crash course in international growth along the way. Today, David works with insurance colleagues to bring necessary and meaningful change to the industry.

David talks with Jamie about his work inspiring advisors, why taking care of employees is a requirement for success, and the key to making an impact in any career.

“The satisfaction that your employees have in the organization is almost more important than the satisfaction your customers have. Because you probably can’t get to the customers with satisfaction until you get your employees first.” ~ David Levenson

Main Takeaways

  • When it comes to international expansion, you can’t manage a business without knowing what your customers want. Copying a marketing model that works in the United States and micromanaging from abroad without having a real perspective on your international customer never works.
  • Advisors need to start having hard conversations with their clients, especially as COVID still lingers and many people remain uninsured. As a leader, it’s essential that you inspire your advisors to have those conversations.
  • Being actionable with your research is incredibly important. Knowing the statistics is one thing, translating that data into realistic next steps is entirely different.
  • It’s almost impossible to accomplish a goal or create meaningful change when you’re one of 10 organizations working separately. Communities need to combine their efforts to achieve something meaningful and long-lasting.

Links and Important Mentions

Transform the Way You Grow Your Firm at Excell 2021

Whether you’re just starting out in the industry or you manage a billion-dollar firm, Excell 2021 is for you.  As one of the largest conferences in the industry, we have a full slate of development opportunities for you and your entire team. Hear from Carson Founder and CEO Ron Carson, best-selling author John DiJulius, Nerd’s Eye View’s Michael Kitces, Framework Host Jamie Hopkins, and plenty more.

Join us October 12-14, 2021, in Las Vegas, or register for our digital-only conference. Register today at https://excellconference.com.

Subscribe and Stay in Touch

facebook twitter linkedin mail print
Share Post: facebook twitter linkedin mail print
Recent Posts
Blog

Jeremy Schwartz: Behavioral Finance and Investing

By: Ana Trujillo Limon
How can behavioral finance improve your investment strategies? Today on Framework, Jeremy Schwartz, Global Chief Investment Officer at WisdomTree Asset Management, joins Ana Trujillo Limón, Director, Coaching and Advisor …
Blog

Mary Bell Carlson, Ph.D., CFP®, AFC®: Emotional Intelligence & Client Relationships

By: Ana Trujillo Limon
How can advisors create a positive emotional experience with finances and financial planning for their clients? This week on Framework, Mary Bell Carlson, Ph.D., CFP®, AFC®, President of Financial …
Blog

Daniel Crosby, Ph.D.: Money’s Role in The Meaning of Life

By: Ana Trujillo Limon
Welcome to the third episode of Framework’s special behavioral finance series. In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, is joined by Daniel Crosby, Ph.D., Chief …
framework

Julie Ragatz, Ph.D.: Behavioral Finance Theory & Decision Making

By: Ana Trujillo Limon
How can firm owners use behavioral finance theory to make better business decisions? Today on Framework, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Julie Ragatz, Ph.D., …
1 2 3 141