Trillions of dollars are going to transfer in the next quarter 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.
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 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.