Social Security Expertise, The Next New Trend For Financial Professionals

Martha Shedden RSSA®, CRPC, President & Co-founder of NARSSAThe National Association of Registered Social Security Analysts Social Security is a complex program, and the retiring population needs support navigating the tricky claiming decision process. This is an incredible opportunity for you and your business or practice. With over 75 million baby boomers and approximately 10,000 […]

Grow with the Best Prospects – Easily

Mike McGlothlin, CHFC®, CLU®, CFP®, LUTCF® At every sales meeting, my staff talks to me about concerns that our advisors have in trying to build their business. Our industry has a nearly unlimited opportunity to help American families retire and protect their wealth. With the number of financial professionals today plus the erosion of talent […]

Effective Communication That Gets Results


Ann Bachrach, The Accountable Coach “Don’t communicate to be understood; rather, communicate so as not to be misunderstood” said Dr. John Lund, a well-known author and researcher in the field of human relationships – specifically in the area of communication. This subtle distinction is incredibly important, because it puts the responsibility of understanding on […]

Tip of the Week

Smart Home Technology Used for Health Care and Its Potential Tax Benefits Smart home technology can make day-to-day living more efficient, but for people with physical or mental disabilities or illnesses, the technology can be life changing. With rising health care costs and situations like the current COVID-19 pandemic, such technology can also offer a […]

The Digital Age and How Baby Boomers Engage Now

Mike McGlothlin, CHFC®, CLU®, CFP®, LUTCF® Since the pandemic started, 73% of Baby Boomers have engaged digitally in new ways. And it’s not just Baby Boomers. In fact, digital interaction among all sectors is different. And even as we see signs of the pandemic easing up, the digital changes that we’ve embraced are here to […]

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 […]

Avoid the Summer Slowdown (and take 2 big risks out of your clients’ retirement plans)

Mike McGlothlin, CHFC®, CLU®, CFP®, LUTCF® As the weather gets nicer, it’s easier to want to get out and do things — it can especially increase your motivation to connect with your clients. Unfortunately, they are probably out doing things as well, and preparing for retirement is probably not the first thing on their minds. […]

5 Benefits Focus Brings to Your Life and Work


Ann Bachrach, The Accountable Coach Do you multi-task? Do you know that those who multi-task are not as effective or as efficient as those who focus their efforts on one task at a time? It’s true. When you divide your efforts and your thoughts among different and differing tasks, you are doing a disservice […]

Build Income WITHOUT Sacrificing AUM

Mike McGlothlin, CHFC®, CLU®, CFP®, LUTCF® No, it’s not too good to be true. With our innovativeapproach, it really is possible to maximize income creation without sacrificingassets under management. We’ve talked a lot about the necessary shift from asset accumulation to income planning. But it’s a concept that some advisors are hesitant about, especially if […]