Maximizing the Summer Slowdown

May 2021  |  58 minutes
Maximizing the Summer Slowdown
This webinar is for financial professionals only.

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Relax. Review. Refocus for a great second half.

This summer probably more than most, clients will head out of town for some R&R. While you might also need to get some quality rest time to think and recharge, the season brings some opportunities for you to review plan, modify or tweak some more foundational aspects of your business. Maybe you want to finally segment clients effectively, create a decent referral partner (COI) tracking system or create that podcast you've been thinking about. Before you jump into the summer months, attend this webinar and leave:

  • Clear-headed about how to take key next steps
  • Equipped with new tools to measure, monitor and maximize what matters most
  • Excited about how you'll feel once you've completed and implemented your project

Join us as we refocus on our goals and what matters most!

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.

Featured Speaker

Paul Kingsman works directly with advisors who want to grow their protection and retirement income planning practices. Through his speaking, writing and business coaching, Paul helps advisors set up processes to attract quality prospective clients and remain relevant in the ever-changing world of financial services. As a former financial advisor, he understands what works in the real world, teaching practical, actionable solutions to advisors' everyday challenges.