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In this episode of Profiles in Risk, I spoke with Kurt Thoennessen. We discussed the Private Client/High Net Worth Space, his involvement with the PRMA, and Kurt was gracious enough to provide a demo (watch the video) of the RiskRevu platform & why he felt the compelling need to create it.
CONNECT WITH KURT THOENNESSEN:
LinkedIn: https://www.linkedin.com/in/kurt-thoennessen-capi-a76b076/
RiskRevu Homepage: https://riskrevu.com/
MENTIONED IN THIS EPISODE:
Private Risk Management Association: https://www.privateriskmanagement.org/
Azeema Hartley: https://www.linkedin.com/in/azeema-hartley-186b505a/
Lisa Lindsay: https://www.linkedin.com/in/lisa-a-lindsay-2755343/
Certified Advisor of Personal Insurance Designation: https://goo.gl/B2L8VJ
Billy Joe's Greatest Hits: https://amzn.to/2ND2up6
Asana: https://asana.com/
Slack: https://slack.com/
Hubspot: https://www.hubspot.com/
BOOKS RECOMMENDED BY:
Cold Calling is a Waste of Time by Frank Rumbauskas: https://amzn.to/2Nq1MLN
Think and Grow Rich by Napolean Hill: https://amzn.to/2Ny7yuL
Books by Terry Goodkind: https://amzn.to/2x0rFY1
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