In Part 2 of our conversation with John Swystun, CEO of Auxesys, Inc., we dive deeper into the strategies that help financial advisors stand out in a crowded market. John shares actionable insights on leveraging authentic storytelling, digital ecosystems, and creative branding to foster trust and long-term client relationships.

We also explore how technology and compliance intersect in marketing—and why adaptability is key for sustainable growth in wealth management firms.

In this episode of CBS Spotlight, John Swystun shares his unconventional career path from producing snowboard videos to becoming the CEO of Auxesys, Inc., a digital marketing firm specializing in wealth management. He discusses the importance of storytelling, systems thinking, and creativity in marketing, particularly for financial advisors. The conversation highlights how these elements can create organic growth in wealth management firms while adapting to regulatory challenges.

In this episode, Eric Alvarado and Ted Hikes discuss the high net worth foreign national market with Fabian Gonzalez from Symetra. They cover the attractiveness of US life insurance, market opportunities, and the unique challenges faced by foreign nationals in obtaining life insurance. Gonzalez highlights the importance of partnerships, establishing connections in the US, and working with a knowledgeable insurance company to navigate this complex market.

Symetra's high-net-worth foreign national (HNWFN) market program may have new or amended rules and restrictions, and is subject to change in order to be compliant with requirements in the client's home jurisdiction. The program is subject to change without notice.

Life insurance is issued by Symetra Life Insurance Company, 777 108th Avenue NE, Suite 1200, Bellevue, WA 98004. Not available in all U.S. states or any U.S. territory

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This episode highlights Christopher Street Financial, founded in 1981 by Robert Casaletto to serve the unique financial planning needs of the LGBTQ+ community. What began as a bold stand for inclusion has grown into a firm known for empathy, trust, and authentic relationships. Over 40 years later, they remain committed to financial planning that truly understands and supports their clients.

Tune in to hear how Mark Lingenfelter and Jamie McGill discuss how Christopher Street Financial is still making a difference.

We sat down with Shane Keith of KDI Wealth to explore how their firm is doing more than just managing money — they’re building a true community. From Valentine’s Day dinners to wellness events, and even international and domestic trips, KDI is finding innovative ways to bring clients together and deepen relationships. It’s a refreshing take on wealth management: creating experiences that connect people, strengthen trust, and make planning more meaningful.

In this episode of CBS Spotlight, Jen Fox, Vice President of Federal and Political Affairs at Finseca, discusses the importance of financial security professionals, the role of life insurance, advocacy efforts, and the challenges facing the financial services industry. She emphasizes the need for better education and accessibility to financial planning, particularly for young adults graduating high school or college. Furthermore, she shares insights on legislation affecting retirement savings and long-term care insurance initiatives, while underscoring the vital role her organization plays in advocating for effective financial security policies.

In this episode of CBS Spotlight, Hector Martinez from John Hancock discusses the transformative impact of generative AI in the insurance industry and elaborates on John Hancock's unique approach to behavioral insurance through the Vitality program. He highlights how this program encourages clients to engage in healthier lifestyles while also providing life-saving medical technology and emphasizes the importance of leveraging technology without replacing human advisors. Hector expresses the vision to cover as many lives as possible and make a lasting difference for clients.

In this episode of CBS Spotlight, hosts Eric Alvarado and Ted Hikes interview Hector Martinez, the Head of Insurance at John Hancock. Hector discusses his extensive career in the insurance industry, sharing insights about his journey from early career to leading roles at various organizations. The conversation delves into the importance of consistency in sales, the role of technology in the insurance sector, and the shift towards behavioral insurance at John Hancock.