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  • Are You Planning for Retirement?
    2024/11/04

    It's never too early or too late to start planning for retirement! This week we sit down with Tim Kunkle and had a great discussion about how we help businesses and employees with retirement planning.

    Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Duncan Financial Group are not affiliated.

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    22 分
  • The Benefit of a Financial Advisor
    2024/10/21

    This week we sit down with Julie Snyder, one of our financial advisors, to chat about what she does, how she came to Duncan, and what she loves about his job!

    Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Duncan Financial Group are not affiliated.

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    12 分
  • Your Financial Advisors
    2024/10/14

    This week we sit down with Colton Hearn, one of our financial advisors, to chat about what he does, how he came to Duncan, and what he loves about his job. If you're interested in working at Duncan Financial Group or thinking about becoming a financial advisor, this is a great episode to tune into!

    Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Duncan Financial Group are not affiliated.

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    16 分
  • Life Insurance Awareness Month
    2024/09/30

    This week we sit down with Robb Stottlemyer, Director of Life Brokerage Sales, to chat about life insurance. This is a great discussion to tune into and has some valuable information!

    Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Duncan Financial Group are not affiliated.

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    29 分
  • How We Help Financial Advisors
    2024/09/23

    This week we sit down with Larry Qvistgaard, President and COO of our branch Duncan Advisor Resources. DAR is our wholesale branch where we serve advisors and clients across the country. We talk about how DAR started, what we do, and how we help financial advisors.

    Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Duncan Financial Group are not affiliated.

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    24 分
  • The Essentials of Cyber Insurance
    2024/08/20

    In this episode we sit down with Mercy Komar who is our expert in cyber insurance. As technology progresses the importance of cyber insurance and understanding it has never been greater. We get into how Mercy got started in cyber, how she helps her clients and more!

    Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Duncan Financial Group are not affiliated.

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    26 分
  • Where We Began
    2024/08/05

    Join us in this episode as we have a conversation with our Executive Chairman, David Duncan. David, the son of our founder Jack, has dedicated 45 years to the company. Tune in to hear about the beginnings of Duncan Financial Group, its rich history, and many more insights.

    Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Duncan Financial Group are not affiliated.

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    29 分
  • Making Insurance Personal For You
    2024/07/29

    Join us in this episode as we chat with Lisa Brown, a Senior Risk Advisor in our personal insurance department. With over 36 years at Duncan, Lisa brings a wealth of knowledge and a deep company history to the table. Tune in as we dive into the importance of personal insurance, Lisa's role, and much more!

    Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Duncan Financial Group are not affiliated.

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    20 分