Special Interview for Financial Advisors Only
A Powerful Look at Building Your Business...For Financial Advisors Only!
Your Practice Can Thrive
in Today’s Environment
How to Communicate Immense Value to YOUR Prospective Clients,
Grow Your Practice, and Remain Relevant to Your EXISTING Clients.
Grow Your Practice, and Remain Relevant to Your EXISTING Clients.
Hosted by Bob Burg, coauthor of The Go-Giver and author of Endless Referrals, and featuring…
Mike McGlothlin, CFP®, CLU®, ChFC®, LUTCF®
EVP, Retirement at Ash Brokerage, Member, Forbes Finance Council, Certified Go-Giver Speaker, National Social Security Advisor®, StoryBrand Certified Guide, National President of The Society of Financial Service Professionals
Randy Kitzmiller, ChFC®, CLU®, RICP®, FLMI®
Retirement Income Consultant at Ash Brokerage specializing in Annuities, Certified Go-Giver Speaker, and National Social Security Advisor®
Yes, You Already Know the Game Has Changed…And That You Must Change with It!
In today’s investment environment, more than ever, if you’re going to acquire new clients for your practice you must be able to distinguish yourself as immensely valuable way above and beyond the same products that every one of your competing Advisors has the very same access to.
The top-producing, most sustainably successful Advisors know that retirement income planning remains complex and demands solutions that change the outcome for the American consumer.
Prospective clients will seek out and choose those advisors that are delivering solutions, not sacrifices, and communicating in such a way that adds value above the commodities of the solutions most implement.
Again, this is for Financial Advisors ONLY. And could very well be the difference-maker for you and your practice. You will gain ideas to help you grow your assets, attract quality prospective clients, and remain relevant in the greatest shift from the work force to retirement in the history of the United States.
Enjoy this conversation with with these two top professionals!
In This 30-minute Interview You’ll Learn…
- How to help your prospective and current clients make the connection between the value you provide and the benefits THEY will attain.
- The importance of understanding and powerfully communicating the importance of behavioral change to your clients.
- The major change in client expectations and why this now must be at top of (your) mind.
- That educating your prospects and clients in one non-revenue-based area can actually lead to managing far more assets than you otherwise would have for that client.
- Why bringing the “next generation” into the conversation (not just financially but something even more important) has both long-term — and immediate — impact for them, and for you.
- Powerful insights for utilizing LinkedIn to connect on an emotionally level with your prospective and current clients.
- How you can turn compliance issues and government forms from holding you back…to your advantage. And more!
Note from Bob Burg
Over the past several years I’ve had the honor of working with and getting to know Mike and Randy. In fact, they are so successful in their field — and conduct their business in such a client-focused way — that along with their other affiliations they are also Certified Go-Giver Coaches and Speakers.
As Executive Vice President (Mike) and top-producing Retirement Income Consultant (Randy) of Ash Brokerage, a national, leading distributor of life insurance, long-term care insurance, disability insurance and annuities, Mike and Randy utilize their Certified Go-Giver Coach and Speaker Certification in order to teach today’s Advisor how to create relationships and communicate immense value to their prospective and current clients and accelerate their referral business.
When I speak at Financial Advisory firms and have specific questions that I know I need answered before I speak, I first connect with Mike and Randy.
They are THAT GOOD…and they can help you be that good, as well!
Mike McGlothlin, CFP®, CLU®, ChFC®, LUTCF®
Mike is a bestselling author, industry-renowned speaker and expert in growth strategies for financial advisors.
Today as the Executive Vice President of Retirement for Ash Brokerage, he leads 65 direct reports who have grown a business line 300% in the last six years and is now one of the largest wholesaling teams in the Brokerage General Agency space.
As a professional guide he can help any financial advisor looking to create exponential revenue growth, to find new clients and better streamline their operations by incorporating his simple methodologies and proven models.
Mike’s books include:
- Winning Strategies: 30,000 Feet Above the Clouds
- Winning Strategies: The New Rules of Retirement Planning
- Free Throws for Financial Professionals (Oct 2018) – Amazon Bestseller
- Make Your Retirement More Efficient – his main CE keynote presentation
He has been featured in Forbes, as well as the Society of Financial Service Professionals. He is National President for the Society of Financial Service Professionals, as well as a member of NAIFA – National Association Insurance Financial Advisors and the FPA – Financial Planning Association.
Mike is MDRT — Qualified and Winner of “The Trailblazer Award” by Allego.
He is the founder of two organizations, Indiana Advisory Group LLC (his retail firm after wholesaling) and Free Throws for Pros LLC.
Call Mike at 1-800-589-3000 Ext. 9710.
Mike’s website: mcgspeaks.com
Randy Kitzmiller, ChFC®, CLU®, RICP®, FLMI®
Randy is a Retirement Income Consultant at Ash Brokerage specializing in Annuities, Certified Go-Giver Speaker, and National Social Security Advisor®.
His strength is his ability to simplify complex problems and solutions. With more than 25 years of experience, he works with advisors in Minnesota, Wisconsin, and Iowa to help their clients find protection and security in their retirement planning.
A firm believer in the The Go-Giver philosophy, Randy applies the Five Laws of Stratospheric Success to everything he does. He believes this approach can change the way you live and work – so much so, he became a Certified Go-Giver coach and speaker to teach and share the philosophy with others.
Randy earned his bachelor’s degree in actuarial science from the University of Illinois at Urbana-Champaign. With a commitment to continuing education, he is also a Chartered Financial Consultant®, Chartered Life Underwriter®, Retirement Income Certified Professional®, Fellow of the Life Management Institute® and a National Social Security Advisor®. He has his series 6, 63 and 26 registrations and his life and health insurance license in several states. He’s also a member of the National Association of Insurance and Financial Advisors and American Association of Independent Advisors.
When he’s not helping advisors and clients with retirement planning, Randy spends time with his four children. He also enjoys coaching youth sports and playing basketball and softball.
Call Randy at (608) 217-4586.
