High Performing Practice

Planning for college seems like an abyss full of more questions and uncertainties than answers. My guest on this episode, Cozy Wittman, was in everyone's shoes with a child wondering how to pay for college. She learned about the extent of where to find money and separates fact from fiction in the interview.

Ash Brokerage has always been known in the industry as an innovative company with technology and people. Anyone can find technology but only Ash has technology that is personal not just customized. Brendon Kelly joins me to discuss the ever-changing landscape of technology and how Ash makes business easier to do…today and in the future regulatory world. Bentley Heese also talks about the great support from our personnel around the country. That is the personal, not just customized approach that makes Ash Brokerage unique. Links: www.ashbrokerage.com www.highperformningpractice.com www.journeyguideplanning.com Bentley's blog: www.joyfulstruggler.com

You may not know how much your subconscious limits your income potential. Sales expert and coach Elyse Archer joins me to talk about having your best year ever. She has grown her income by 10-12 times over the last 12 months and it started with mindset. Knowing your own limiting beliefs and your clients' can make 2022 the best every! Free Guide - 5 Sales Scripts to Increase Your Closing Rate 50% or More - www.elysearcher.com/scripts  Podcast - She Sells Radio - https://podcasts.apple.com/us/podcast/she-sells-radio/id1459168028 

We have all heard the importance of being active in retirement. My guest in this episode has spoken to 100's of retirement groups about the importance of having an emotional pension. He speaks about how this type of pension can improve the mindset and lifestyle of the retiree more than just money. Join me for a different yet important aspect of retirement planning. Links: www.omni-pub.com henry@omni-pub.com 

We all look to excel in our business for our clients and our employees. But, what does it take to be a perennial high achiever?  Dr. Ruth Gotian has studied the top performers in many industries. She and I talk about some of her research and how it applies to the financial professional community. Links: www.ruthgotian.com Pre-order The Success Factor

For every dollar you save on your child's college education, you have saved it for another mental bucket like retirement, long term care, or legacy planning. Shellee Howard, founder and CEO of College Ready and CR Tutoring and Test Strategies, figured it out on her own and now shares her secrets to getting college candidates to the right college and plans to be debt free after college. Join me for a discussion that can add value to your client relationships. Links: Www.collegereadyplan.com Schedule a discovery call through the site above. Amazon Book: How to Send Your Student to College Without Losing Your Mind or Your Money.    

Many business owners are trying to grow their business exponentially but don't know how to access funding from venture capitalists. Others are struggling with an idea to start and can't get the business off the ground. Steve Hoffman, CEO of Founder's Space, joins me for a great conversation about the do's and don'ts of approaching venture funding. He shares success stories from his years of experience that the financial planning community can use as well.   Links: https://www.foundersspace.com/blog/ https://www.foundersspace.com/surviving-a-startup/ LinkedIN: https://www.linkedin.com/in/foundersspace/ Special Offer for Listeners: https://www.foundersspace.com/ten/  

Pension Risk Transfer helps millions of Americans retire securely. Given the importance of this risk transfer opportunity, one the nation's leading providers of individual annuities joined the market place in the middle 2010's. Jason Hitch and I discuss the continued shift to Pension Risk Transfers, the importance of customer service to the post-sale experience, and why this is a market you should consider investing your time in to grow your business. Link to Great American PRT info: https://www.greatamericaninsurancegroup.com/for-individuals/tools-resources/understanding-annuities/types-of-annuities/group-annuity-for-pension-buyout Podcast with Steve Pilger: https://directory.libsyn.com/episode/index/id/20319929  Link to Ash Brokerage PRT information: https://www.ashbrokerage.com/learn/concept-library/pension-risk-transfer-solutions 

Trillions of dollars are going to transfer in the next quarter of century. Many business owners are looking at significant tax decisions to make. We can help with the deferral process in many situations. Our Business Owner's Solutions platform can mitigate pension risks, worker's compensation planning, and provide relief in planning for retirement income through the sale of a business. Join me for an overview of our capabilities at Ash Brokerage that can help move your business into new markets, make you more valuable to your business clients, and keep you relevant with your clients. For more info contact Steve at 260-450-8827 or steve.pilger@ashbrokerage.com

We are pleased to announce another valuable source for Practice Management ideas and content. Paul Kingsman, National Director of Practice Management at Ash Brokerage, joins me to discuss his new resource, The Distraction Proof Advisor Podcast. We talk about some Practice Management concepts on the show as well as what advisors can expect from his show. It launches next month so join me for a sneak peek at the podcast. 

Social Security is the most important decision that most Americans will make in their retirement income plans. Having a knowledge of income options is critical for advisors to help their clients retire more securely, capture more assets, and get to the next generation. Join my conversation with Randy Kitzmiller, RICP®, ChFC®, CLU® and learn how you can retain clients and grow your business.  

Luke and Josh have built a business that every financial professional can benefit from – content creation and marketing! Their model includes various forms of media with great content to engage prospective clients and maintain contact with existing clients. This episode is full of ideas that you won't want to miss. Links: www.remindermedia.com/financial 

Tom Hegna is a legend in the retirement income planning space. I had the privilege of sitting down with Tom to talk about the economy, taxes, and opportunities for financial professionals. Take 25 minutes and get re-charged to help more clients. Free Tom Hegna Webinars: tomhegna.com/webinars

My guest today, Chala Dincoy, works with individuals and firms to grow their business through a clear message, super niches and a direct message tree. She offers several strategies for the financial professional to consider as they look to grow efficiently. Her example of a financial professional changing their market and going online to prospect is critical to everyone's success in a post-pandemic world. Links: www.repositioner.com YouTube: https://www.youtube.com/user/Coachtactics  Book: Gentle Marketing (free book and free consultation) www.repositioner.com/gift

If you want to know the importance of changing to a video marketing strategy, my guest works on producing through several studios in addition to owning several businesses. Diane Strand talks about how to increase your return on investment on your video strategy as well as several aspects of the Workforce Development Board in your local area to help build your business. Links: www.jds-productions.com www.jdscreativeacademy.org

Getting lost in the Himalayans would create anxiety for anyone. Keith Renninson used the time to journal that lead to his formula for success: TRIP. Using his process, advisors can help alleviate erratic client behavior and develop personal philosophy statements. Join me and listen to a financial services veteran and army veteran about how to stay calm under pressure and lay out a process for success. Links: www.keithrenninson.com www.keithrenninson.com/thetenacityexpert https://www.youtube.com/channel/UCzFaH8ygfZXVAyaJhIxClvg https://www.linkedin.com/in/keithrenninson/

We all need to improve our mindset and our process to acquire new clients. We can no longer network the same way we have over the last quarter century. Digital media is the new form of attracting quality prospects. And, it can be automated. Chuck Sharpsteen, a former marketing agency “Tech Guy” turned lead generation Facebook ads expert, joins me to discuss how you can lower your costs for Facebook advertisements, increase your ROI, and create ads that help the prospect take the next step. Links: www.whiskeyneat.com

David Freitag and Bruce Tannahill are experts in income planning and Social Security income planning. We discuss several opportunities as we come out of COVID-19 that could be impactful to many of our clients. Being aware of options is too critical to miss. Links: fspgo.com ssa.gov www.journeyguideplanning.com (Do your planning first) Article: Using Social Security Filing Strategies to Address Changed Circumstances April 6 FSP Webinar

Do you get excited when you hear the word “innovation”? It’s used so much that it has become a table stake. But for the successful financial planner, innovation should mean something much different than an innovative product or process. Innovation is about thought leadership and visualizing where your business is going to be in the next 2-3 years. Join me with the Founder and Dean of the Institute for Innovation Development, Bill Hortz, about how you can be an innovator. Links: https://innovationdevelopment.org/ https://www.linkedin.com/in/williamhortz/ The Innovator’s DNA (Book mentioned)

Justin Roethlingshoefer played professional hockey; however, he was a “dime a dozen” player. He stood out because of his consistency. He now coach's executives toward peak performance through consistent effort. How do you reach peak performance? It’s not what you read about. Learn the aspects of life that you need to measure in order to maintain energy, health, and focus with your clients. Links: www.justinroethlingshoefer.com www.ownit.co

Susan Pomfret, RICP has been on the leading edge of the HECM industry. On this episode, we talk about some of the misconceptions that hurt so many seniors in their retirement income planning. We provide some use case examples of proper leverage that a HECM can provide stability of income, access to capital, and how HECMs alongside protected income improve retirement outcomes. Join me for a great conversation with Susan on why you should be aware of the valuable financial vehicle. Links: https://crosscountrymortgage.com/HECM-Team/Susan-A-Pomfret,-RICP/

Longevity is the greatest multiplier of all retirement risks. Longer life expectancies mean more life but that means your client needs to be thinking of how to live their best life after retirement. My guest, TK Mitchell, talks about how to make the most of the second half of your journey by focusing on nutrition, lifestyle, and spirituality. Join me for a great conversation around mitigating non-financial risks for your clients. Show Links:                               https://www.lifestyle120.com/blog  https://www.lifestyle120.com/sprout-your-new-life  https://www.youtube.com/channel/UCjLsfHoqxtNcUnGazugtfOg 

My guest on this episode is a PhD specializing in personality types. It wasn’t until I understood the different types of people that my retail career took off to MDRT levels. Sherene McHenry works and identifies five types of personality that every financial professional should recognize in their clients and in potential hires. I think you will enjoy this speaker, author and graduate professor and her thoughts on how to take your business to a High Performing Practice. Links: www.sherenemchenry.com/store

If you are a fan of basketball like me, you will enjoy this podcast with Mark Kampa. Process is always important when you are piloting an Army helicopter like Mark did while in the Army. He then embarked on a journey to find the perfect free throw. It’s a part of the game that wins you games if you perform well. Just like your business, the perfect free throw depends on finding the correct process, performing repetition, and consistency. I hope you enjoy this conversation about business, sports, and improving. Mark's Book: The Perfect Free Throw

Join me in an engaging conversation with one of our 2020 Retirement Solutions Summit keynote speakers. Elyse provided our audience with great information last year about creating a brand. Today, she and I talk about extending your reach using video on all different kinds of platforms. Being in front on your client is more important as our way of prospecting and client acquisition has changed – and will continue to be different for the foreseeable future. I think you will find ideas for even the camera shy financial professional.   Links: Website: www.elysearcher.com Connect with Elyse on LinkedIn: https://www.linkedin.com/in/elysearcher/ Video Confidence & Lead Generation for Financial Advisors ebook: www.elysearcher.com/store Listen to She Sells Radio: www.elysearcher.com/podcast  

Focus and action. If you align these two things, you will be on your way to setting yourself up for a successful 2021. But without a written plan, it’s easy to get off track. Paul Kingsman, Director of Practice Management at Ash Brokerage, joins me to discuss a step-by-step blueprint for creating opportunities for success in the new year. Tools to set you 2021 TARGET goals Concrete steps to track what’s most necessary for profitability and success Solutions to transition longer-term goals into prioritized daily actionable steps Confidence to begin your first steps toward your 2021 success Download the attached materials to assist you: Kingsman Goals

Best-selling author Danny Bader is known for living life to the fullest. He joins Mike to discuss how his personal experiences changed his life, and how he created a vision for the future. He’ll share the principals he embraced, and how they can grow your practice.

It’s time to stop reacting to changes in how we do business and strategically plan how to grow. Find out how advisor Doug Wier, CLU, ChFC, founder of Benttendorf Financial Group, has been able to expand and grow in the past couple of months. Doug and Mike are joined by Ash Brokerage Retirement Income Consultant Randy Kitzmiller, ChFC, CLU, RICP. Together, they’ll discuss how to partner together to focus on your strengths, and thrive in our new digital world. It’s about a lot more than just hosting a digital meeting.

If you’re ready to grow, but feeling stuck, we can help you get moving. This week’s podcast features motivational speaker and coach Jamy Belcher. He applies lessons he learned on and off the basketball court for success in your career — and in your life.     Check out Jamy Bechler's site here: https://jamybechler.com/       ------ Learn more about High Performing Practice here. To join the web course now, text 4DAYS to 72345 For weekly motivation, subscribe to the blog by texting PERFORMANCE, to 72345 ------ Connect with Mike on LinkedIn Follow Mike on Twitter

It’s difficult to cut through the noise to be heard by your prospects and clients. StoryBrand provides a seven-step framework to clarify your message. This episode we talk to Tim Arnold, trainer for StoryBrand, about the importance of story and how you can develop your message so people listen. Because, if you confuse, you lose.

Randy Kitzmiller finds strength is his ability to simplify complex problems and solutions. With more than 25 years of experience, he works with advisors to help their clients find protection and security in their retirement planning. He is a Chartered Financial Consultant®, Chartered Life Underwriter®, Retirement Income Certified Professional®, Fellow of the Life Management Institute® and a National Social Security Advisor®.

Always inspirational, Paul Kingsman, National Director of Practice Management for Ash Brokerage, joins Mike on his latest podcast. From Olympic training to asking for referrals and overcoming adversity, Paul and Mike put aside distractions and offer great tips for increasing productivity and growth.     Contact Paul Kingsman:  260-469-6858 pkingsman@ashbrokerage.com   ------ Learn more about High Performing Practice here. To join the web course now, text 4DAYS to 72345 For weekly motivation, subscribe to the blog by texting PERFORMANCE, to 72345 ------ Connect with Mike on LinkedIn Follow Mike on Twitter

Everyone’s talking about taking your business to the next level by going virtual. Find out how Ash Brokerage can help you reach that goal. Join my podcast to hear first-hand how Ash has increased Retirement business and stayed in front of the digital trend.     ------ Learn more about High Performing Practice here. To join the web course now, text 4DAYS to 72345 For weekly motivation, subscribe to the blog by texting PERFORMANCE, to 72345 ------ Subscribe to Mike's Youtube Connect with Mike on LinkedIn Follow Mike on Twitter

Looking for ideas to help your clients plan for retirement? We’ve got them. Mike is joined by attorneys Stephanie Prestridge and Marcus Foote for his latest podcast. They will discuss why QDROs are important even when divorce isn’t on the table, as well as how to incorporate LTC and Roth IRAs into your planning. Don’t miss it!     Open Call Information: Every Thursday at 10 a.m. Central the team at Lineage Law host a call to ensure that all questions -- general or specific, technical or marketing -- are answered. Dial-In: 712-775-7031 Meeting ID:  833-282-719   ------ Learn more about High Performing Practice here. To join the web course now, text 4DAYS to 72345 For weekly motivation, subscribe to the blog by texting PERFORMANCE, to 72345 ------ Connect with Mike on LinkedIn Follow Mike on Twitter

Adapting to the new virtual world might seem difficult; however, I have been using virtual meetings for several years. I have put together a short list of best practices that I have learned about choosing the right platform for you, a checklist of things to consider as you host meetings, and ideas to reach a larger audience. Please join me and get comfortable with the new way to communicate in less than 12 minutes.

It’s a good time for a little expert financial advice. This week, Mike is joined by nationally recognized economist, author and retirement expert Tom Hegna. Listen in to find out how to help your clients prepare right now, without waiting for conditions to be perfect.   Type in the code 15OFF to get 15% off on Tom's website. Follow the link here. https://tomhegna.com     To get the Crossing The Bridge PDF click HERE.   ------ Learn more about High Performing Practice here. To join the web course now, text 4DAYS to 72345 For weekly motivation, subscribe to the blog by texting PERFORMANCE, to 72345 ------ Connect with Mike on LinkedIn Follow Mike on Twitter

Good physical health, like good financial health, requires a mindset open to change. This week, Mike chats with Dr. Sarah Hallberg, a diabetes specialist intent on revolutionizing the lives of her patients. Join our podcast to find out how to transform the different aspects of your life.   Check out Dr. Sarah Hallberg's TEDx Talk here. Click here to check out Virta Health's website.    ------ Learn more about High Performing Practice here. To join the web course now, text 4DAYS to 72345 For weekly motivation, subscribe to the blog by texting PERFORMANCE, to 72345 ------ Connect with Mike on LinkedIn Follow Mike on Twitter  

The Secure Act: It’s something we’re all hearing a lot about. But how many of us really understand how to prepare our clients for the impact it might have on their retirement plans? Our January podcast can help make sense of it all.  Mike is joined by Dr. Jamie Hopkins, Director of Retirement Research at the Carson Group, to discuss what it all means, and how to practically implement long-lasting, beneficial strategies for your clients. ------ Listen to the full webinar with Dr. Hopkins here.  Check out another webinar called Qualified Dollars and The Secure Act here.  ------ Learn more about High Performing Practice here. To join the web course now, text 4DAYS to 72345 For weekly motivation, subscribe to the blog by texting PERFORMANCE, to 72345 ------ Connect with Mike on LinkedIn Follow Mike on Twitter

Like the idea of hosting a seminar, but worried about creating a presentation that delivers? Public speaking and seminar hosting aficionado Frank Maselli, shares his secrets with Mike in this week’s podcast. Listen in to learn the nine critical emotions of trust along with other tactics and proven theories on how to become a cross-solving advisor. ------ Learn more about Frank Maselli here. Find all of Frank's publications here. Check out Frank's Youtube. Learn more about the White Glove Workshops here. ------ Learn more about High Performing Practice here. To join the web course now, text 4DAYS to 72345 For weekly motivation, subscribe to the blog by texting PERFORMANCE, to 72345 ------ Connect with Mike on LinkedIn Follow Mike on Twitter

Why is it so important to find the right clients? And how do you find them? Answering these questions is the key to transforming your business, but don’t just take our word for it. Join Mike as he chats with Robyn Crane, a successful financial planner and business coach. Robyn discusses how, after she earned only $500 her first year, she is now featured in top publications and television shows. And she’ll share her secret with you. ------ Learn more about Robyn Crane here. Sign up for Robyn's master class, How to Scale Your Financial Planning Practice...The Woman's Way, here. ------ Learn more about High Performing Practice here. To join the web course now, text 4DAYS to 72345 For weekly motivation, subscribe to the blog by texting PERFORMANCE, to 72345 ------ Connect with Mike on LinkedIn Follow Mike on Twitter

Change is hard. It’s a fact. But take it from Neil Wood—a speaker, coach, consultant and world-class marathon runner—YOU do have the power to do it! Success starts with believing in yourself and changing your inner monologue.  Ready to learn more? Join Mike as he chats with Neil about how to change complete strangers into potential clients. They’ll show you have to find that common ground and make a personal connection. ------ Learn more about Neil Wood here. Purchase Neil Wood's book: The Best Practices of Successful Financial Advisors here. ------ Learn more about High Performing Practice here. To join the web course now, text 4DAYS to 72345 For weekly motivation, subscribe to the blog by texting PERFORMANCE, to 72345 ------ Connect with Mike on LinkedIn Follow Mike on Twitter

The wait is over! Join Mike and special guest Mark Magnacca, co-founder of Allego, for our first-ever High Performing Practice podcast episode. Discover the importance of engagement and connection with clients. Get ready to transform your business.   --- Learn more about Allego here. --- Learn more about High Performing Practice here. To join the web course now, text 4DAYS to 72345 For weekly motivation, subscribe to the blog by texting PERFORMANCE, to 72345 ------ Connect with Mike on LinkedIn Follow Mike on Twitter

Are you ready to spark your growth to achieve a higher-performing practice? Your host, Mike McGlothlin, previews what's to come for the new High Performing Podcast.   Subscribe and stay tuned, the first episode goes live September 25! ------ Learn more about High Performing Practice here. To join the web course now, text 4DAYS to 72345 For weekly motivation, subscribe to the blog by texting PERFORMANCE, to 72345 ------ Connect with Mike on LinkedIn Follow Mike on Twitter