Scott welcomed Steve Prew to the virtual studio for this week’s episode where they discuss discussing the evolution of financial advising, the importance of lifelong learning, and how The American College is adapting its educational offerings to meet the changing needs of both advisors and the financial industry at large.

Steve Prew is the Vice President and National Sales Manager at The American College of Financial Services. In his current role, Steve leads a dynamic sales team focused on exploring, developing, and managing institutional relationships within both the insurance and investment sectors of the industry.

Before joining The American College, Steve held a variety of roles with increasing responsibility, including retail advisor, internal and external wholesaler, key accounts manager, and national sales manager. These experiences have provided him with a well-rounded understanding of the financial services landscape.

A U.S. Navy veteran, Steve holds a Bachelor’s degree in Finance and an MBA with a focus in Strategic Management from Regis University. He currently resides in Highlands Ranch, CO with his wife, Katie. In his free time, Steve enjoys outdoor activities such as golfing, cycling, and bowhunting.

In this episode you will learn the following:

1. How The American College of Financial Services focuses on lifelong learning and the evolving landscape of financial services education.
2. The importance of continuous education in financial services, emphasizing the American College's role in providing specialized designations like the Tax Planning Certified Professional and Wealth Management Certified Professional.
3. The changing dynamics in the financial advisory industry, including the integration of insurance and investments, the recruitment of younger advisors, and the shift away from traditional four-year college degrees.
4. The American College's innovative approaches to education delivery, such as their Personal Pathway model and Knowledge Hub, which offer interactive, accessible, and comprehensive learning experiences for financial professionals.

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This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@optimizedins.com

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