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David Freitag and Bruce Tannahill show art David Freitag and Bruce Tannahill

High Performing Practice

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: (Do your planning first) Article:

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Bill Hortz show art Bill Hortz

High Performing Practice

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: (Book mentioned)

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Justin Roethlingshoefer show art Justin Roethlingshoefer

High Performing Practice

Justin Roethlingshoefer played professional hockey; however, he was a “dime a dozen” player. He stood out because of his consistency. He now coach's executives toward peak performance through consistent effort. How do you reach peak performance? It’s not what you read about. Learn the aspects of life that you need to measure in order to maintain energy, health, and focus with your clients. Links:

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Susan Pomfret show art Susan Pomfret

High Performing Practice

Susan Pomfret, RICP has been on the leading edge of the HECM industry. On this episode, we talk about some of the misconceptions that hurt so many seniors in their retirement income planning. We provide some use case examples of proper leverage that a HECM can provide stability of income, access to capital, and how HECMs alongside protected income improve retirement outcomes. Join me for a great conversation with Susan on why you should be aware of the valuable financial vehicle. Links:

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TK Mitchell show art TK Mitchell

High Performing Practice

Longevity is the greatest multiplier of all retirement risks. Longer life expectancies mean more life but that means your client needs to be thinking of how to live their best life after retirement. My guest, TK Mitchell, talks about how to make the most of the second half of your journey by focusing on nutrition, lifestyle, and spirituality. Join me for a great conversation around mitigating non-financial risks for your clients. Show Links:                                    

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Sherene McHenry show art Sherene McHenry

High Performing Practice

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. Links:

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Mark Kampa show art Mark Kampa

High Performing Practice

If you are a fan of basketball like me, you will enjoy this podcast with Mark Kampa. Process is always important when you are piloting an Army helicopter like Mark did while in the Army. He then embarked on a journey to find the perfect free throw. It’s a part of the game that wins you games if you perform well. Just like your business, the perfect free throw depends on finding the correct process, performing repetition, and consistency. I hope you enjoy this conversation about business, sports, and improving. Mark's Book:

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Elyse Archer show art Elyse Archer

High Performing Practice

Join me in an engaging conversation with one of our 2020 Retirement Solutions Summit keynote speakers. Elyse provided our audience with great information last year about creating a brand. Today, she and I talk about extending your reach using video on all different kinds of platforms. Being in front on your client is more important as our way of prospecting and client acquisition has changed – and will continue to be different for the foreseeable future. I think you will find ideas for even the camera shy financial professional.   Links: Website: Connect with Elyse on LinkedIn: Video...

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017 - Mike McGlothlin - Paul Kingsman show art 017 - Mike McGlothlin - Paul Kingsman

High Performing Practice

Focus and action. If you align these two things, you will be on your way to setting yourself up for a successful 2021. But without a written plan, it’s easy to get off track. Paul Kingsman, Director of Practice Management at Ash Brokerage, joins me to discuss a step-by-step blueprint for creating opportunities for success in the new year. Tools to set you 2021 TARGET goals Concrete steps to track what’s most necessary for profitability and success Solutions to transition longer-term goals into prioritized daily actionable steps Confidence to begin your first steps toward your 2021 success...

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016 - Mike McGlothlin - Danny Bader show art 016 - Mike McGlothlin - Danny Bader

High Performing Practice

Best-selling author Danny Bader is known for living life to the fullest. He joins Mike to discuss how his personal experiences changed his life, and how he created a vision for the future. He’ll share the principals he embraced, and how they can grow your practice.

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More Episodes

Longevity is the greatest multiplier of all retirement risks. Longer life expectancies mean more life but that means your client needs to be thinking of how to live their best life after retirement. My guest, TK Mitchell, talks about how to make the most of the second half of your journey by focusing on nutrition, lifestyle, and spirituality. Join me for a great conversation around mitigating non-financial risks for your clients.

Show Links:                              

https://www.lifestyle120.com/blog 

https://www.lifestyle120.com/sprout-your-new-life 

https://www.youtube.com/channel/UCjLsfHoqxtNcUnGazugtfOg