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Secure Act: A How-To for Retirement Income Planning

January 2020  |  59 minutes

As a financial advisor, you’re bombarded. Coaches who promise to help grow your business. Lead generation services that guarantee results. Marketing firms that have “turnkey” programs. You know you want to grow, but where do you start? It starts with process – finding what drives you to excellence, then making an intentional choice to make it repeatable. Kick the year off with this special webinar featuring author and keynote speaker Daniel Collison of Advice 2 Advisors. We’ll cover the World-Class Advisor's Structure, including:

  1. The Personal CFO Model
  2. The Ideal Client Profile
  3. Unique Value Proposition
  4. The Prospecting Dashboard

Don’t miss out – take an hour so you can attract the right type of clients in 2020!

Mike McGlothlin
About the Host

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.

Featured Speaker

Jamie Hopkins is the Managing Director of Carson Coaching and Director of Retirement Research at Carson Group, a national wealth management firm that offers coaching and partnership to financial advisors. A nationally recognized writer, researcher and educator, Jamie is a regular contributor for Forbes, InvestmentNews and MarketWatch. He has been published in dozens of financial, educational and legal journals, and he’s the media’s go-to expert on retirement income planning and tax law.