Ghostbusters, Jurassic Park & Insurance Specialists — The Unexpected Connection with

What if the most important part of financial planning isn’t building wealth — but protecting it? In this episode, Trish Gregory shares her journey into insurance specialisation and explains why specialist advice can completely change outcomes for clients and families. The conversation covers trust, mental health claims, AI in advice, and the growing importance of protection in modern financial planning. Reach out to Trish: Website - hcis.com.au Linkedin - linkedin.com/in/trish-gregory-finance Key Topics Introduction to Trish Gregory Transition to Insurance Specialization The Role of an Insurance Specialist Client Relationships and Trust Perceptions of Insurance AI in Insurance Future of Insurance Soundbites "Insurance is like a seatbelt; you only appreciate it when you need it." "Specialization in insurance leads to better client outcomes." "Building trust is essential for accurate risk assessment." "AI is streamlining complex medical assessments in insurance." Chapters 00:09 Introduction and Guest Background 01:14 Podcast Co-hosting and Audience 03:11 Career Transition and Specialization 05:43 Client Experience and Insurance Process 20:53 Addressing Insurance Misconceptions 35:14 AI's Role in Insurance 37:29 Future Trends in Insurance 46:43Closing Thoughts and Advice You’re listening to The Priority Lane, fueled by MyBrokers App.Get ahead, move fast - go to MyBrokers.app and download right now!Purpose built for the financial services industry.Provisional Patent Application Number: 2025905501  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.