Mike McGlothlin CFP®, CHFC®, CLU®, LUTCF®, NSSA® Many of us have believed in asset allocation strategies – that is, shifting money management to a third-party and talking to our clients about the long-term. Their money is put inside variable or fixed annuities, and you and your clients just let it sit. It’s a “set-it-and-forget-it” mentality, and […]
Monthly Archives: February 2021
FSPgo Reports
FSPtalks with Nathan Browning, Founder of Comprehensive Executive Financial Planning Group
24
Feb
Feb
Nathan Browning, CFP, founder of Comprehensive Executive Financial Planning Group, joins hosts Herb Cohen and David Maola to discuss how his family’s circumstances in the third grade led to a career in financial planning.
22
Feb
Feb
Yes, you heard me, I don’t believe in financial planning. I don’t like the term, I think it confuses consumers and is misunderstood. I don’t believe in a financial plan either. Most people who do financial planning would agree, “ I only believe in comprehensive, quality financial planning. Now that means something. Comprehensive What is […]
Mike McGlothlin CFP®, CHFC®, CLU®, LUTCF®, NSSA® It’s a challenging time. Your clients need guidance to help protect and secure their retirement. It’s not an easy task, especially when we have ongoing social and political unrest here in the United States, not to mention an ongoing and relentless pandemic. Today’s environment makes it even more […]
FSPgo Reports
FSPtalks with Steve Parrish, Co-Director of the New York Life Center for Retirement Income at the American College of Financial Services
17
Feb
Feb
Steve Parrish, JD, RICP, CLU, ChFC, RHU, AEP, Co-Director of the New York Life Center for Retirement Income and adjunct professor at the American College of Financial Services, joins host David Maola to discuss leadership, organizational mission and values, and career paths.
16
Feb
Feb
Beginning January 01, 2021, employers must track their part-time employees’ hours.
12
Feb
Feb
Rick Helbing, ChFC, CFP, Financial Life Advisor at Suncoast Advisory Group, joins host Herb Cohen to discuss his firm’s innovative financial and practice planning services for physicians and dentists.
08
Feb
Feb
Grant Hicks, CIM is President of Advisor Practice Management After you read this short article, you will feel relieved and excited about your practice again. Now imagine you felt like you are in complete control of your business and your time and you had a lifestyle and practice that everyone envied. It is simple to […]
Mike McGlothlin CFP®, CHFC®, CLU®, LUTCF®, NSSA® Over the past year, I’ve talked about the importance of marketing, and why you need a clear and concise message if you want to attract new customers. I’ve talked about automating your efforts, maintaining a digital presence, and remaining relevant as our population shifts from the workforce to […]
02
Feb
Feb
Lee V. Bethel, CLU, ChfC, REBC, RHU, CAP, AIF, President of Comprehensive Benefit Services, Inc., joins host David Maola to discuss leadership and diversity within the financial services industry.
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