Tip of the Week

How the Tax Code Helps Low- and Moderate-Income Clients Many financial planners focus on assisting high-net-worth clients. However, it can be reasonably argued that those in the lower- and moderate-income groups may need the most support with financial matters. In light of the recent pandemic-induced economic turmoil that squeezed the livelihood of many Americans, it […]

The Sales Experience Podcast – Building Rapport

Jason Cutter | CEO/Founder, Cutter Consulting Group While there are a million different ways to sell, there are some basic, fundamental go-to parts of every successful sales process. These must be done every time but will vary in energy required based on the product, service, and personality of the salesperson. We start off Fundamentals Week […]

Claim Retirement Victory with Guaranteed Income

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Mike McGlothlin, ChFC®, CLU®, CFP® I learned a lot as a student basketball manager under the legendary coach Bob Knight. And one lesson that I really took to heart came from a sign posted in the locker room. It was straightforward and simple, and something we can all benefit from. The sign was hung right […]

Strategies for Growth – Both Now and in the Future

Mike McGlothlin, ChFC®, CLU®, CFP® Your clients aren’t the only ones transitioning to retirement. Our industry is also experiencing a shift as many advisors think about transitioning their book of business to the next generation or to an outside financial planner. With so much transition, how do you drive value to your business? How do […]

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