Shifting Risk And Creating a Legacy
Stay Flexible Through Changing Legislation
As problem solvers, it’s natural to like the idea of locking down a plan that meets a client’s goal. New legislation, tax changes, interest rates and even the changing needs of our clients, however, require us to continuously revisit solutions and determine if they are still the best choice for our client. Watch now to learn how to design a flexible plan and implement holistic solutions that allow you to make a difference in the lives of your clients — both current and potential. These ideas will help you stay agile in our ever-changing industry.
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.
Sam Rocke leads the advanced planning and RIA teams at Ash Brokerage. He's driven to produce the best possible results for each individual, family or business by providing objective evaluations of insurance solutions.