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.
Mike McGlothlin, CFP®, CLU®, ChFC®, LUTCF®, NSSA® 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 to 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 simple methodologies and proven models.