

Off the Page with Aspire Magazine - Episode 3: May/June 2026
Off the Page with Aspire Magazine by Aspire Magazine
E3
May 20, 2026
33:34
Episode notes
To view the articles being discussed, visit aspiremagazine.us to access the issue.
Julia McCoy, Founder of First Movers and AI Integration Pioneer, joins Aspire Magazine’s Off the Page to share her personal experience using artificial intelligence at a pivotal time in her business and offers concrete ways AI can help financial advisors offload busy work and focus on strategy.
Kristin Andee, founder and chief strategist for My FA Coach and the Andree Group and Bridget Herman, sales director, independent distribution at Securian Financial, join Aspire Magazine’s Off the Page to highlight the benefits of a family-forward approach to clients and practice management. Learn the best approach to bring the younger generations into y ...
Keywords
insurance
annuities
financial planning
artificial intelligence