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Randy Kitzmiller

High Performing Practice

Release Date: 08/11/2021

Henry Quinlan show art Henry Quinlan

High Performing Practice

We have all heard the importance of being active in retirement. My guest in this episode has spoken to 100’s of retirement groups about the importance of having an emotional pension. He speaks about how this type of pension can improve the mindset and lifestyle of the retiree more than just money. Join me for a different yet important aspect of retirement planning. Links:  

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Ruth Gotian show art Ruth Gotian

High Performing Practice

We all look to excel in our business for our clients and our employees. But, what does it take to be a perennial high achiever?  Dr. Ruth Gotian has studied the top performers in many industries. She and I talk about some of her research and how it applies to the financial professional community. Links: The Success Factor

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Shellee Howard show art Shellee Howard

High Performing Practice

For every dollar you save on your child’s college education, you have saved it for another mental bucket like retirement, long term care, or legacy planning. Shellee Howard, founder and CEO of College Ready and CR Tutoring and Test Strategies, figured it out on her own and now shares her secrets to getting college candidates to the right college and plans to be debt free after college. Join me for a discussion that can add value to your client relationships. Links: Schedule a discovery call through the site above.    

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Steve Hoffman show art Steve Hoffman

High Performing Practice

Many business owners are trying to grow their business exponentially but don’t know how to access funding from venture capitalists. Others are struggling with an idea to start and can’t get the business off the ground. Steve Hoffman, CEO of Founder’s Space, joins me for a great conversation about the do’s and don’ts of approaching venture funding. He shares success stories from his years of experience that the financial planning community can use as well.   Links: LinkedIN: Special Offer for Listeners:  

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Jason Hitch show art Jason Hitch

High Performing Practice

Pension Risk Transfer helps millions of Americans retire securely. Given the importance of this risk transfer opportunity, one the nation’s leading providers of individual annuities joined the market place in the middle 2010’s. Jason Hitch and I discuss the continued shift to Pension Risk Transfers, the importance of customer service to the post-sale experience, and why this is a market you should consider investing your time in to grow your business. Link to Great American PRT info: Podcast with Steve Pilger:   Link to Ash Brokerage PRT information:  

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Steve Pilger show art Steve Pilger

High Performing Practice

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

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Paul Kingsman show art Paul Kingsman

High Performing Practice

We are pleased to announce another valuable source for Practice Management ideas and content. Paul Kingsman, National Director of Practice Management at Ash Brokerage, joins me to discuss his new resource, The Distraction Proof Advisor Podcast. We talk about some Practice Management concepts on the show as well as what advisors can expect from his show. It launches next month so join me for a sneak peek at the podcast. 

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Randy Kitzmiller show art Randy Kitzmiller

High Performing Practice

Social Security is the most important decision that most Americans will make in their retirement income plans. Having a knowledge of income options is critical for advisors to help their clients retire more securely, capture more assets, and get to the next generation. Join my conversation with Randy Kitzmiller, RICP®, ChFC®, CLU® and learn how you can retain clients and grow your business.  

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Reminder Media - Luke Acree and Joshua Stike show art Reminder Media - Luke Acree and Joshua Stike

High Performing Practice

Luke and Josh have built a business that every financial professional can benefit from – content creation and marketing! Their model includes various forms of media with great content to engage prospective clients and maintain contact with existing clients. This episode is full of ideas that you won’t want to miss. Links:  

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Tom Hegna show art Tom Hegna

High Performing Practice

Tom Hegna is a legend in the retirement income planning space. I had the privilege of sitting down with Tom to talk about the economy, taxes, and opportunities for financial professionals. Take 25 minutes and get re-charged to help more clients. Free Tom Hegna Webinars:

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More Episodes

Social Security is the most important decision that most Americans will make in their retirement income plans. Having a knowledge of income options is critical for advisors to help their clients retire more securely, capture more assets, and get to the next generation. Join my conversation with Randy Kitzmiller, RICP®, ChFC®, CLU® and learn how you can retain clients and grow your business.