The Modern Insurance Agent
What happens when a millennial couple dives headfirst into the insurance world, scales a million-dollar remote business, and decides to share their journey with the world? You get The Modern Insurance Agent!
Join David and Elle Denning as they peel back the curtain on the messy, magical, and often hilarious realities of entrepreneurship. From the joys (and challenges) of working together as a couple to running remote teams and traveling the globe, this podcast is your behind-the-scenes look at building a business and a life you love.
The Modern Insurance Agent
From Marine to Wealth Advisor: Building the Firm Clients Actually Need
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What happens when a Marine, law enforcement officer, and federal agent decides to reinvent financial advice? 👀
You get a completely different perspective on trust, leadership, and serving clients.
🎙️ In this episode of The Modern Insurance Agent Podcast, David sits down with Ben Batiste, founder of Crest Mark Wealth Group, to explore why traditional financial planning often falls short and how advisors can create far greater value by bringing every part of a client's financial life into one unified strategy.
Instead of treating investments, insurance, taxes, and estate planning as separate conversations...
Ben explains why the best advisors integrate them into one comprehensive financial plan.
💡 Inside this episode:
Ben's journey from military service and law enforcement to financial planning
Why transactional advice leaves clients underserved
The difference between selling products and delivering true financial planning
How content creation transformed his business and built authority
Why education is becoming the biggest competitive advantage for advisors
What the $80–90 trillion generational wealth transfer means for the future of financial advice
How to build trust through service instead of sales
⚠️ If you're an insurance agent, financial advisor, or entrepreneur looking to build deeper client relationships and create lasting value...
This episode will change the way you think about advisory services.
Because the future doesn't belong to professionals who simply sell products.
It belongs to those who solve bigger problems.
Disclosure:
Benjamin Batiste is a registered investment advisor and registered representative offering securities and investment advisory services through Hornor, Townsend & Kent, LLC (HTK), Registered Investment Adviser, Member FINRA/SIPC, 800-873-7637, www.htk.com.
Any other business entity or name under which your financial professional markets securities or advisory services is not affiliated with HTK.
The material presented is not intended as a recommendation, offer, or solicitation. HTK does not provide legal or tax advice. Always consult a qualified tax advisor regarding your personal tax situation and a qualified legal professional regarding your personal estate planning needs.
Jumpstart Go is not affiliated with HTK.
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Ready to become the agent clients trust and refer to their friends? Start by building your personal brand, using social media effectively, and prioritizing relationships over transactions. Let’s change the way people see insurance one client at a time! 🚀
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