Why is it so important to find the right clients? And how do you find them? Answering these questions is the key to transforming your business, but don’t just take our word for it. Join Mike as he chats with Robyn Crane, a successful financial planner and business coach. Robyn discusses how, after she earned only $500 her first year, she is now featured in top publications and television shows. And she’ll share her secret with you.
Learn more about Robyn Crane here.
Sign up for Robyn's master class, How to Scale Your Financial Planning Practice...The Woman's Way, here.
Mike McGlothlin, CFP®, CLU®, ChFC®, LUTCF®, NSSA® is a bestselling author, industry-renowned speaker and expert in growth strategies for financial advisors.
Today as the Executive Vice President of Retirement for Ash Brokerage, he leads 65 direct reports who have grown a business line 300% in the last six years and is now one of the largest wholesaling teams in the Brokerage General Agency space.
As a professional guide he can help any financial advisor looking to create exponential revenue growth, to find new clients and better streamline their operations by incorporating his simple methodologies and proven models.