2022-10-20 BROADCAST CE - 1 HOUR

Registration Fee:

NAIFA/SFSP Members - FREE

Non-Members - $20 (payment due before CE credits reported)

Call 317-844-6268 for registration questions.

Address payment to NAIFA-Indiana and send to:

NAIFA-Indiana, PO Box 459, Fishers, IN 46038

Questions, contact Sandy Gray at 317-844-6468 or email

October 20, 2022

(All times are ET)

   8:50 am - Zoom login

   9:00 am - Six Accelerants to a High Performing Practice, Mike McGlothlin

 10:00 am - Dismissal


Register for Zoom Webinar

 

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9:00 am - 10:00 am

"Six Accelerants to a High Performing Practice"

Mike McGlothlin, ChFC, CLU, CFP, LUTCF

Go-Giver Coach and Speaker
StoryBrand Marketing Guide
EVP, Retirement, Ash Brokerage

 

(1 hour Indiana Insurance CE approved)

 

Mike McGlothlin, ChFC®, CLU®, CFP®, LUTCF® is an author, industry-renowned speaker and expert in growth strategies for financial professionals of all levels and business models.  

 

As Executive Vice President of Retirement for Ash Brokerage, he leads 65 direct reports who have grown a business line 300% in the last 6 years and now is one of the largest wholesaling teams in the Brokerage General Agency space.


As a professional guide he can help any financial professional looking to create exponential revenue growth, find new clients, and remain relevant in the greatest shift to retirement by incorporating his simple methodologies and proven models.


Mike began his career path as a retail advisor where he qualified for Million Dollar Round Table (MDRT). His 30-plus years of experience in the financial industry as a retail advisor to executive at Ash Brokerage allows him to provide unique insight on an ever-evolving industry. He remains passionate about helping more Americans retire securely and leads the charge internally and externally at Ash Brokerage. Mike served as President of The Society of Financial Service Professionals in 2020-2021 leading 6,300 financial professionals and remains active in several other
professional associations.


He is the author of three books. His book, Free Throws for Financial Professionals, reached the Amazon bestseller category in October 2018. His book series, Winning Strategies, outlines the new rules for retirement planning along with ideas to succeed in the financial services business. He has been featured in Forbes, at Olivet College, the Society of Financial Service Professionals, and other industry articles.


Mike frequently speaks at industry and virtual meetings such as the Society of Financial Service Professionals and National Association of Insurance and Financial Advisors. He was awarded the Trailblazer Award by Allego for his innovative use of video training from the Boston-based firm.

Program Overview:

We continue to see major demographic shifts affecting the financial services sector in the United States. Pressure on government and entitlement programs continues to mount, placing the vast majority of Americans at reduced retirement incomes. Compound this with the effects of the 2020 global pandemic and it shifts a greater burden to the financial community to find more income with less assets than ever before.


For these reasons, our industry needs to change the way we behave, act and think about retirement income planning for Americans of all ages. Planners making a successful shift will grow their business faster, attract more clients, and remain relevant in the greatest shift from the workforce to retirement that we have ever seen in the United States.

What you’ll learn from this presentation:

• Why the United States is trending toward an income focus versus an asset focus
• How to shift the risk of Social Security reductions and why clients are making a critical mistake
• How you might be risking your practice by not talking about income with your clients
• A revolutionary way to drive value for your clients and your practice
• Ways to provide a better outcome to your retirement clients while growing your assets

 

Questions?  Call us at 317-844-6268.