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/
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)
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)