How To Avoid Probate

Twelve Minute Talks with Lorena Tomasini

MP3•Pagina principale dell'episodio

22:42

We are here recording live at Medallia Experience at the Wynn in Las Vegas, and have been seeing and hearing some amazing things about how AI can enhance the customer experience as well as enable teams at organizations to create more meaningful connections with customers. Today we’re going to talk about how AI can help to create better experiences for customers before, during, and after their interactions. To help me discuss this topic, I’d like to welcome Fabrice Martin, Chief Product Officer at Medallia. RESOURCES Medallia: https://www.medallia.com Catch the future of e-commerce at eTail Boston, August 11-14, 2025. Register now: https://bit.ly/etailboston and use code PARTNER20 for 20% off for retailers and brands Don't Miss MAICON 2025, October 14-16 in Cleveland - the event bringing together the brights minds and leading voices in AI. Use Code AGILE150 for $150 off registration. Go here to register: https://bit.ly/agile150 Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstrom Don't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.show Check out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnow The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company…

3 anni fa 12:53

What is probate and how to avoid it? We all hear the soap opera stories of an estate that went into probate. In this episode, learn from Justin Stivers of the Probate Law Firm discuss the importance of planning ahead of time and how to avoid probate or guide you through it.

Learn more from Justin at:

https://probatefirm.com

The audio version is available on all major platforms.

I’m Lorena Tomasini, your host, and owner at MALM Life and Health Insurance Agency where we help families and business owners protect their pocket when life happens! Ask about our financial protection review all done through the phone or computer. To learn more about us, in Florida, Texas, or Nebraska, visit our website at www.malmins.com

131 episodi

#Business #Lorena Tomasini

Twelve Minute Talks with Lorena Tomasini

How To Avoid Probate

Twelve Minute Talks with Lorena Tomasini

published 3 anni fa

MP3•Pagina principale dell'episodio

Learn more from Justin at:

https://probatefirm.com

The audio version is available on all major platforms.

131 episodi

#Business #Lorena Tomasini

Все серии

Twelve Minute Talks with Lorena Tomasini

1
Protect Your Business With Cybersecurity 14:37

4 giorni fa14:37

14:37

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Twelve Minute Talks with Lorena Tomasini

1
Improve Your Sales With A Sales Coach 14:00

6 giorni fa14:00

14:00

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Twelve Minute Talks with Lorena Tomasini

1
The Power of SEO and AI For Your Business 14:43

11 giorni fa14:43

14:43

#podcast #seo #ai Wondering why no one can find you on Google? Probably because you lack Search Engine Optimization or more commonly known as SEO. In this episode, learn from Bryan Wisotsky, Founder of Sky Seo Digital about why SEO is important for businesses and how AI can help speed things along. To learn more about our guest, visit: https://skyseodigital.com/https://www.linkedin.com/in/bwisotskyThis episode is made possible thanks to MALM Life and Health Insurance Agency helping businesses and families in FL, TX, LA and IL with their financial protection needs such as life insurance with living benefits, group benefits, individual health insurance and more. You can learn more about at: https://www.malmins.comhttps://www.linkedin.com/in/lorenatomasini…

Twelve Minute Talks with Lorena Tomasini

1
Overcoming Burnout and Emotional Eating 16:49

18 giorni fa16:49

16:49

Dr. Tamara Beckford is a board-certified emergency medicine physician, best-selling author, speaker, and CEO of UR Caring Docs and Medical Director of Truly Balanced Wellness Care. She helps high-achieving women overcome burnout, shed unwanted weight, and restore peace, joy, and meaning to their lives. Dr. Beckford has been featured in Forbes, Yahoo Finance, Voyage Houston, LinkedIn News, Rolling Out Magazine, and KevinMD. She’s also appeared as an expert on over 90 podcasts about wellness, burnout, and stress management. She hosts the "Dr. Tamara Beckford Show" and has interviewed over 260 physicians about wellness, burnout, and their work outside clinical medicine. This podcast is among the top 3% of most popular shows worldwide. A sought-after speaker, she has presented about wellness on many platforms, including to university faculty across the country at Vanderbilt University, Power to Fly, Garden State Bar Association, WNORTH, Black Enterprise Week sponsored by Chase, Association of Black Women Physicians, Sisters on the Vineyard at Martha's Vineyard, Melanin Minds and CenterPoint Energy’s Power Tools Conference for Nonprofits. She co-authored two bestselling books, "Made for More" and "Thriving After Burnout." The New Jersey Academy of Sciences recognized her as a COVID-19 Hero because of her work during the pandemic. To learn more about our guest, go to: https://www.urcaringdocs.com/ https://www.trulybalancedwc.com/ https://www.linkedin.com/in/drtamarabeckford/ Register for the webinar on April 1 https://www.trulybalancedwc.com/event I’m Lorena Tomasini, your host, and owner at MALM Life and Health Insurance Agency where we help families and business owners protect their pocket when life happens! Ask about our financial protection review all done through the phone or computer. To learn more about us, in Florida, Texas, Louisiana or Illinois, visit our website at www.malmins.com #podcastguest #weightloss #professionals…

Twelve Minute Talks with Lorena Tomasini

1
Marketing For Insurance Agents 12:31

43 weeks fa12:31

12:31

Are you an insurance agent that is smiling and dialing to get new clients? In this episode learn from Elle Denning, co-founder of JumpStart Go where together with her husband, David Denning, they're on a mission to help insurance agents 2x their production, fire their lead vendor, and ditch 'smiling & dialing' forever through organic marketing strategies. Learn all about their free facebook group with weekly trainings and much more. https://jumpstartgonow.com/ Join the facebook group: https://www.facebook.com/groups/166909087047020 I’m Lorena Tomasini, your host, and owner at MALM Life and Health Insurance Agency where we help families and business owners protect their pocket when life happens! Ask about our financial protection review all done through the phone or computer. To learn more about us, in Florida, Texas, or Louisiana, visit our website at www.malmins.com…

Twelve Minute Talks with Lorena Tomasini

1
Getting to the next step in your career 14:39

2 years fa14:39

14:39

Do you feel like you are plateauing in your current career? Not sure how to get to the next step? Well that is where Regina Huber, CEO and Founder of Transform Your Performance can help you out. This episode is full of valuable information you can take action on today to help you move forward. To learn more about our guest, go to: https://www.transformyourperformance.com https://www.linkedin.com/in/reginahuber/ https://www.youtube.com/@reginahuber https://www.amazon.com/Speak-Stand-out-Shine-Powerfully/dp/0988921227 I’m Lorena Tomasini, your host, and owner at MALM Life and Health Insurance Agency where we help families and business owners protect their pocket when life happens! Ask about our financial protection review all done through the phone or computer. To learn more about us, in Florida, Texas, or Nebraska, visit our website at www.malmins.com…

Twelve Minute Talks with Lorena Tomasini

1
Transforming Your Life After Hardship 12:11

2 years fa12:11

12:11

#entrepreneurship #newcareer #networking In this episode, learn from Danielle Matthews who overcame a health adversity and transformed her life from working 9-5 to building her own business by networking. Danielle, talks about using technology, leadership and coaching when someone joins her team. To learn more about our guest, go to: https://www.instagram.com/_daniellematthews_ I’m Lorena Tomasini, your host, and owner at MALM Life and Health Insurance Agency where we help families and business owners protect their pocket when life happens! Ask about our financial protection review all done through the phone or computer. To learn more about us, in Florida, Texas, or Nebraska, visit our website at www.malmins.com…

Twelve Minute Talks with Lorena Tomasini

1
Podcasts for Over 50 12:46

2 years fa12:46

12:46

#over50 #podcasting #boomers Today it can feel like everything is just for millennials, gen z and the often forgotten gen x. But what about the boomers? That’s not always the case. In this episode, meet Jen Hardy who hosts the Fabulous Over 50 Podcasts and also hosts women retreats for over 50 in Florida. We talk about her podcast, coaching and much more. She is also the host of Medical Gaslighting, if you’ve ever had to see multiple doctors because they don’t quite believe your symptoms you’re not alone. Sign up for her daily encouraging email newsletter at: https://www.jenhardy.net/friends To learn more about our guest, go to: https://www.jenhardy.net https://jenhardy.net/podcasts/?_ga=2.262834828.1827431802.1688661269-1192787895.1688661269 I’m Lorena Tomasini, your host, and owner at MALM Life and Health Insurance Agency where we help families and business owners protect their pocket when life happens! Ask about our financial protection review all done through the phone or computer. To learn more about us, in Florida, Texas, or Nebraska, visit our website at www.malmins.com…

Twelve Minute Talks with Lorena Tomasini

1
Divorce Coach For Women 12:18

2 years fa12:18

12:18

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Twelve Minute Talks with Lorena Tomasini

1
Primary Care On Demand 14:25

2 years fa14:25

14:25

#primarycare #texasbusinessowners #doctorpodcastguest If you’re self employed or a business owners sometimes it feels like there not enough hours in the day and much less time to take care of personal things such as seeing a primary care physician. Plus, you might have a high deductible health insurance plan that doesn’t really provide quick access to see a doctor. At In Touch Primary Care in Sugar Land, Texas, provides a different model of care with basically on demand appointments, even next day. In this episode, meet Dr. Adelola Ashaye, who has a desire to meet the health care needs of her patients. She goes over why business owners are great patients for her as well as their family. To learn more about our guest, go to: https://intouchprimarycare.com https://www.instagram.com/intouchprimary/ https://www.youtube.com/@intouchprimarycare I’m Lorena Tomasini, your host, and owner at MALM Life and Health Insurance Agency where we help families and business owners protect their pocket when life happens! Ask about our financial protection review all done through the phone or computer. To learn more about us, in Florida, Texas, or Nebraska, visit our website at www.malmins.com…

Twelve Minute Talks with Lorena Tomasini

1
Turning Managers Into Leaders 11:26

2 years fa11:26

11:26

#leadership #management #texasbusiness Ever had a bad boss? I think we can all answer Yes to that question. In this episode, learn from Dr. Andy Neillie, CSP about how to turn managers into leaders. Andy, is a speaker and best selling author with a passion for helping organizations transform their management teams. To learn more about our guest, go to: https://www.linkedin.com/in/andyneillie/ I’m Lorena Tomasini, your host, and owner at MALM Life and Health Insurance Agency where we help families and business owners protect their pocket when life happens! Ask about our financial protection review all done through the phone or computer. To learn more about us, in Florida, Texas, or Nebraska, visit our website at www.malmins.com…

Twelve Minute Talks with Lorena Tomasini

1
Do I qualify for an Employee Retention Credit? 18:49

2 years fa18:49

18:49

#erc #caresact #employeeretentioncredit Like we always say, make an informed decision. WIth the CARES Act they also passed the Employee Retention Credit for businesses impacted by COVID. It’s always best to speak with a professional such as Kenneth Dettman, CPA from EZ-ERC, a CPA who saw the need for small businesses such as restaurants, salon and so on to fill out paperwork correctly. Learn more about the ERC on this episode. To learn more about our guest, go to: https://www.ez-erc.com/ I’m Lorena Tomasini, your host, and owner at MALM Life and Health Insurance Agency where we help families and business owners protect their pocket when life happens! Ask about our financial protection review all done through the phone or computer. To learn more about us, in Florida, Texas, or Nebraska, visit our website at www.malmins.com…

Twelve Minute Talks with Lorena Tomasini

1
The Podcasting Attorney 16:06

2 years fa16:06

16:06

#podcastguest #attorneypodcast #miamibusiness There’s a first for everything. Gregg Goldfarb, attorney, has over 25 years of experience representing clients, including individuals, small businesses, and medical professionals. His practice provides dedicated representation for clients in cases that include accidents, defective products, insurance claims, PIP insurance claims, civil rights, and whistleblower claims. He also hosts the “Cut to the Chase” Podcast where they talk about compelling legal cases and more Learn more from Gregg Goldfarb at: https://www.gregggoldfarb.com https://gregggoldfarb.com/podcast/ The audio version is available on all major platforms. I’m Lorena Tomasini, your host, and owner at MALM Life and Health Insurance Agency where we help families and business owners protect their pocket when life happens! Ask about our financial protection review all done through the phone or computer. To learn more about us, in Florida, Texas, or Nebraska, visit our website at www.malmins.com…

Twelve Minute Talks with Lorena Tomasini

1
How To Avoid Burnout 15:08

2 years fa15:08

15:08

#burnout #worklife #texasbusiness The majority of Americans are will experience burn out at some point in their careers. Learn from Colleen Hammond, who helps clients grow and scale their 6-figure businesses into 7, 8, and 9-figure businesses without all the overwhelm and burning out. This is an exciting episode filled with valuable information. To learn more about our guest, go to: www.linkedin.com/in/colleenhammond I’m Lorena Tomasini, your host, and owner at MALM Life and Health Insurance Agency where we help families and business owners protect their pocket when life happens! Ask about our financial protection review all done through the phone or computer. To learn more about us, in Florida, Texas, or Nebraska, visit our website at www.malmins.com…

Twelve Minute Talks with Lorena Tomasini

1
Uplevel Your Physical and Mental Wellbeing 13:23

2 years fa13:23