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OM DENNA PODDSÄNDNING 🔗
Join host Mike McGlothlin as he shares real steps to grow your financial planning business into a High Performing Practice. You'll hear from Mike as well as industry leaders on actionable ways to get to that next level.
Defeat complacency. Transform your business.
Uppdateringsfrekvens:
biweekly
Genomsnittlig ljudlängd:
26 minutes
Engelsk
USA
43 avsnitt
sedan 25 september 2019
episodic
SENASTE AVSNITTET 🔗
Planning for college seems like an abyss full of more questions and uncertainties than answers. My guest on this episode, Cozy Wittman, was in everyone’s shoes with a child wondering how to pay for college. She learned about the extent of where to find money and separates fact from fiction in the i…
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Sök efter tidigare avsnitt från High Performing Practice.
TIDIGARE AVSNITT 🔗
Ash Brokerage has always been known in the industry as an innovative company with technology and people. Anyone can find technology but only Ash has technology that is personal not just customized.
Brendon Kelly joins me to discuss the ever-changing landscape of technology and how Ash makes busine…
You may not know how much your subconscious limits your income potential. Sales expert and coach Elyse Archer joins me to talk about having your best year ever. She has grown her income by 10-12 times over the last 12 months and it started with mindset. Knowing your own limiting beliefs and your cl…
We have all heard the importance of being active in retirement. My guest in this episode has spoken to 100’s of retirement groups about the importance of having an emotional pension. He speaks about how this type of pension can improve the mindset and lifestyle of the retiree more than just money. …
We all look to excel in our business for our clients and our employees. But, what does it take to be a perennial high achiever? Dr. Ruth Gotian has studied the top performers in many industries. She and I talk about some of her research and how it applies to the financial professional community.
…
For every dollar you save on your child’s college education, you have saved it for another mental bucket like retirement, long term care, or legacy planning. Shellee Howard, founder and CEO of College Ready and CR Tutoring and Test Strategies, figured it out on her own and now shares her secrets to…
Many business owners are trying to grow their business exponentially but don’t know how to access funding from venture capitalists. Others are struggling with an idea to start and can’t get the business off the ground. Steve Hoffman, CEO of Founder’s Space, joins me for a great conversation about t…
Pension Risk Transfer helps millions of Americans retire securely. Given the importance of this risk transfer opportunity, one the nation’s leading providers of individual annuities joined the market place in the middle 2010’s. Jason Hitch and I discuss the continued shift to Pension Risk Transfers…
Trillions of dollars are going to transfer in the next quarter of century. Many business owners are looking at significant tax decisions to make. We can help with the deferral process in many situations. Our Business Owner’s Solutions platform can mitigate pension risks, worker’s compensation plann…
We are pleased to announce another valuable source for Practice Management ideas and content. Paul Kingsman, National Director of Practice Management at Ash Brokerage, joins me to discuss his new resource, The Distraction Proof Advisor Podcast. We talk about some Practice Management concepts on the…
Ansvarsfriskrivning: Podcasten och konstverket som är inbäddat på den här sidan är från Mike McGlothlin, som är dess ägares egendom och inte anslutet till eller godkänt av Listen Notes, Inc.
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