Grant Hicks, CIM, President of Advisor Practice Management Do your ideal clients know all the services that you offer? Imagine walking into a restaurant, and after getting seated, the host rips the menu in half and says” enjoy your meal”. Do you want the whole menu or just half of it? Your ideal clients, […]
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 […]
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.
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 […]
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.
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.
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 […]