--- title: "Diversifying Wealth Management With Property" description: "CG Financial's expansion into property and casualty insurance is a unique strategy in the advisory space. CG Financial's expansion into property and…" url: https://www.milemarker.co/podcast/diversifying-wealth-management-with-property-and-casualty-insurance-with-jeff-casey updated: 2024-09-03 --- [Now playing](https://www.milemarker.co/podcast) [Podcast**Next Mile**](https://www.milemarker.co/podcast) [Episodes](https://www.milemarker.co/podcast)[Guests](https://www.milemarker.co/podcast/guests) [YouTube](https://www.youtube.com/@milemarkerinc) [Apple](https://podcasts.apple.com/us/podcast/the-connected-advisor/id1691759257) [Spotify](https://open.spotify.com/show/0Lw8kHGnS1JJBMZLPYxc9S) Episode 59 · Sep 3, 2024 · 40 min # Diversifying Wealth Management With Property and Casualty Insurance with Jeff Casey [**Jeff Casey***President & Partner, CG Financial Services*](https://www.milemarker.co/podcast/guests/jeff-casey) [Apple Podcasts ↗](https://podcasts.apple.com/us/podcast/the-connected-advisor/id1691759257) [Spotify ↗](https://open.spotify.com/show/0Lw8kHGnS1JJBMZLPYxc9S) ## About this episode CG Financial's expansion into property and casualty insurance is a unique strategy in the advisory space. While many firms focus on core expertise, CG Financial has ventured into new territories, taking advantage of its internal expertise. Its proactive use of EOS (Entrepreneurial Operating System), diversification into new business lines, and commitment to technological excellence set the bar for strategic growth and leadership. In this episode, Kyle talks with Jeff Casey, President and Partner at CG Financial Services. As a Founding Partner and Senior Financial Advisor, Jeff has been a pillar of CG Financial's foundation, specializing in comprehensive wealth management, executive compensation, and corporate retirement plans. He works to build and implement business strategies across the four divisions of CG Financial Services: Individual Wealth Management, Business Services, CG Advisor Network, and CG Insurance Agency. Jeff talks with Kyle about the strategic expansion and innovation driving CG Financial's success. He shares CG Financial's transition to implementing EOS, its integration of property and casualty insurance into its service offering, and the importance of technology in enhancing business capabilities. In this episode: - \[01:45\] - Jeff's money moment - \[03:40\] - Why Jeff chose a career in finance - \[06:10\] - Implementing EOS - \[09:53\] - Expansion into property and casualty insurance - \[15:21\] - How CG Financial's insurance business works - \[18:06\] - Personal growth and development - \[23:15\] - Innovative data management and core processes - \[30:31\] - The qualities of a good leader - \[33:03\] - Jeff's thoughts about the future of RIAs - \[35:34\] - Jeff's Milemarker Minute **Key Takeaways** - Integrating EOS (Entrepreneurial Operating System) and strategic use of technology has revolutionized CG Financial's operations, offering greater visibility and efficiency. - Diversification into property and casualty insurance demonstrates a unique approach to enhancing client value within a financial advisory firm. - Effective leadership and investing in young talent are critical for sustainable growth and maintaining a competitive edge. - Fostering a culture of continuous improvement and strategic geographic expansion has been vital to CG Financial's sustained growth and success. **Quotes** \[23:42\] - "Technology is so important in the evolution of our business. We want to make sure that we can stay at the cutting edge of providing the best resources and solutions for our clients in any line of business that we offer." ~ [Jeff Casey](https://www.linkedin.com/in/jeffrey-j-casey-cfp%C2%AE-chfc%C2%AE-aif%C2%AE-81518725b/) \[24:41\] - "Data warehouse is a way for us to store data securely, organize that data, and have it in a fashion that allows your team to adapt should you decide to change things in the future." ~ [Jeff Casey](https://www.linkedin.com/in/jeffrey-j-casey-cfp%C2%AE-chfc%C2%AE-aif%C2%AE-81518725b/) \[31:46\] - "Every business owner has to look internally at what makes you good, what makes you great, and try to find those same qualities in the people that you're hiring and the people that you're developing." ~ [Jeff Casey](https://www.linkedin.com/in/jeffrey-j-casey-cfp%C2%AE-chfc%C2%AE-aif%C2%AE-81518725b/) **Links** - [Jeffrey Casey on LinkedIn](https://www.linkedin.com/in/jeffrey-j-casey-cfp%C2%AE-chfc%C2%AE-aif%C2%AE-81518725b/) - [CG Financial Services](https://mycgfinancial.com/) - [Ameriprise Financial](https://www.ameriprise.com/) - [Tony Mazzali](https://www.linkedin.com/in/tony-mazzali-cfp%C2%AE-chfc%C2%AE-8a332132/) **Connect with our hosts** - [Milemarker.co](https://www.milemarker.co/) - [Kyle on LinkedIn](https://www.linkedin.com/in/kylevanpelt/) - [Jud on LinkedIn](https://www.linkedin.com/in/judmackrill/) **Subscribe and stay in touch** - [Apple Podcasts](https://podcasts.apple.com/us/podcast/connected/id1691759257) - [Spotify](https://open.spotify.com/show/0Lw8kHGnS1JJBMZLPYxc9S) - [YouTube](https://www.youtube.com/@milemarkerinc) ## **Produce game-changing content with Turncast** Turncast helps your company grow by producing top-quality content and fostering transformative conversations. We specialize in content generation, podcasting, digital strategy, and audience growth for fintech and financial services companies. Learn more at [Turncast.com](https://www.turncast.com/). ## The write-up [Listen to this week’s episode](https://open.spotify.com/episode/2FQNh8rOcc7eVHtrDQ2k4a?si=49eb0ebc294e4bd8) ## Episode 059 On this week’s episode of Next Mile, I talk with [Jeff Casey](https://www.linkedin.com/in/jeffrey-j-casey-cfp%C2%AE-chfc%C2%AE-aif%C2%AE-81518725b/), President and Partner at [CG Financial Services](https://mycgfinancial.com/). CG Financial’s expansion into property and casualty insurance is a unique strategy in the advisory space. While many firms focus on core expertise, CG Financial has ventured into new territories, taking advantage of its internal expertise. Its proactive use of EOS (Entrepreneurial Operating System), diversification into new business lines, and commitment to technological excellence set the bar for strategic growth and leadership. As a Founding Partner and Senior Financial Advisor, Jeff has been a pillar of CG Financial’s foundation, specializing in comprehensive wealth management, executive compensation, and corporate retirement plans. He works to build and implement business strategies across the four divisions of CG Financial Services: Individual Wealth Management, Business Services, CG Advisor Network, and CG Insurance Agency. We talked about the strategic expansion and innovation driving CG Financial’s success. He shares CG Financial’s transition to implementing EOS, its integration of property and casualty insurance into its service offering, and the importance of technology in enhancing business capabilities. #### **Key Takeaways** #### Integrating EOS (Entrepreneurial Operating System) and strategic use of technology has revolutionized CG Financial’s operations, offering greater visibility and efficiency. Diversification into property and casualty insurance demonstrates a unique approach to enhancing client value within a financial advisory firm. Effective leadership and investing in young talent are critical for sustainable growth and maintaining a competitive edge. Fostering a culture of continuous improvement and strategic geographic expansion has been vital to CG Financial’s sustained growth and success. #### **Quotes** \[23:42\] - “Technology is important in the evolution of our business. We want to make sure that we can stay at the cutting edge of providing the best resources and solutions for our clients in any line of business that we offer.” ~ [Jeff Casey](https://www.linkedin.com/in/jeffrey-j-casey-cfp%C2%AE-chfc%C2%AE-aif%C2%AE-81518725b/) \[24:41\] - “Data warehouse is a way for us to store data securely, organize that data, and have it in a fashion that allows your team to adapt should you decide to change things in the future.” ~ [Jeff Casey](https://www.linkedin.com/in/jeffrey-j-casey-cfp%C2%AE-chfc%C2%AE-aif%C2%AE-81518725b/) \[31:46\] - “Every business owner has to look internally at what makes you good, what makes you great, and try to find those same qualities in the people that you’re hiring and the people that you’re developing.” ~ [Jeff Casey](https://www.linkedin.com/in/jeffrey-j-casey-cfp%C2%AE-chfc%C2%AE-aif%C2%AE-81518725b/) #### **Links** [Jeffrey Casey on LinkedIn](https://www.linkedin.com/in/jeffrey-j-casey-cfp%C2%AE-chfc%C2%AE-aif%C2%AE-81518725b/) [CG Financial Services](https://mycgfinancial.com/) [Ameriprise Financial](https://www.ameriprise.com/) [Tony Mazzali](https://www.linkedin.com/in/tony-mazzali-cfp%C2%AE-chfc%C2%AE-8a332132/) #### **Connect with our hosts** [Milemarker.co](https://www.milemarker.co/) [Kyle on LinkedIn](https://www.linkedin.com/in/kylevanpelt/) [Jud on LinkedIn](https://www.linkedin.com/in/judmackrill/) #### **Subscribe and stay in touch** [Apple Podcasts](https://podcasts.apple.com/us/podcast/connected/id1691759257) [Spotify](https://open.spotify.com/show/0Lw8kHGnS1JJBMZLPYxc9S) [YouTube](https://youtu.be/GvdWJpApUU8) **Please don’t forget to Download, Like, and Subscribe.** If you’d like to schedule a time to talk with me about anything we cover on our podcast or [Milemarker](https://www.milemarker.co/), [click here for 15 minutes](https://meetings.hubspot.com/kyle-van-pelt). Kyle Van Pelt [**Jeff Casey***President & Partner, CG Financial Services*](https://www.milemarker.co/podcast/guests/jeff-casey) Next Mile Conversations with the people building the next era of wealth management, hosted by Kyle Van Pelt. New episodes every Tuesday. 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