Insurance is only top-of-mind for RIA owners when the renewal notice appears and when something unfortunate happens. The time to find out that you and your business are not adequately covered is not in a crisis. In this episode of the Deep Dive, host Jay Hummel chats with Jessica Thayer of Starkweather & Shepley to help you discover where you might be vulnerable. Jessica Thayer is the senior vice president and financial services practice leader at Starkweather & Shepley Insurance, where she has worked since 2018. Previously, she was at Liftman Insurance in Boston and also at Marsh, a division of Marsh McLennan. Jessica is a Whitman School of Management graduate at Syracuse University and resides in the Greater Boston area. 00:00 Introduction 00:35 Jessica's Background 02:37 What Risks are Her Team Focused On? 07:55 Engaging with Advisors on Risk and Insurance Are There Holes in Your Insurance Safety Net? | The Deep Dive | S1 E21
The Deep Dive is a biweekly series focused on the wealth management business. Host Jay Hummel, co-founder of the Wealth Advisor Growth Network, interviews financial industry leaders to help advisors and firms deliver better outcomes for clients, while increasing revenue and the value of the their firms.