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High Performing Practice
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49 minutes

The SECURE Act

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.

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Mike McGlothlin
About the Host

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.

Guest Speakers
Jamie-Hopkins-Guest-Speaker
Jamie Hopkins
Managing Partner of Wealth Solutions