Evolve your Retirement Income Strategies
GET YOUR FREE EBOOK
Four Major Shifts Affecting Today’s Retirement Planning
When you subscribe to the High Performing Practice Newsletter
Thanks! You should receive an email with the download to your e-book shortly.
You can evolve — or dissolve.
The financial services industry is facing the most significant shift in the American population … ever.
The methods you have relied upon previously, have helped you become successful and helped your clients accumulate wealth for retirement, but they will no longer work going forward.
Adapting to and servicing this new demographic requires changes not only in business structure, marketing and communication, but also a shift in mentality. If you do not have a strategy in place to evolve your practice with this demographic shift, you will lose clients and sales.
You need a better retirement income strategy to evolve your practice. I can help coach you to become a High Performing Practice.
Your current retirement income strategy is costing you:
You’re working longer hours every day, but finding it harder to get the return you want and grow your business to the success you desire.
You may experience a loss of assets under management and devaluation of your business as your book shifts to a decumulation phase.
If you are not prepared for the shifting needs of aging clientele, you may lose clients, future business and risk not being seen as relevant.
“I shifted my mindset and realized there was a better way to plan. By focusing on six key areas of retirement income, I increased my team’s sales by 300% in 6 years.”
– Mike McGlothlin
START YOUR FREE TRAINING
The Six Accelerants to a High Performing Practice
Major shifts are occurring in America that will affect retirement income planning for several decades. Learn how to remain relevant, service your clients and thrive during this changing time.
Clients regret making some purchases but more often they regret not making some decisions on their retirement. Learn how the “What if…” philosophy can create urgency to change your business forever.
Running out of money is catastrophic. Running out of money with guaranteed income, however, is not. Learn how creating a guaranteed income solution can offset longevity fears during retirement.
Planning for LTC
As the population ages, there will be increased need for long-term care facilities and providers, ultimately increasing the cost to older Americans. Uncover options for this important client conversation.
Many times, our client’s homes are their greatest assets and they have spent years building up their value. See how to optimize this untapped source of wealth and security to unlock new planning opportunities.
What Your Peers Are Saying
Build Your High Performing Practice
Attract Quality Clients
Reach the prospects you want! Learn strategies to get you in front of the right client with customized techniques for your audience.
Accelerate Your Growth
Grow your business through proven solutions. Learn new strategies and product applications to solve for guaranteed income needs.
Stay ahead of the curve with new ways to promote your business. Keep clients engaged through all life’s stages by bringing real value.
Evolve your practice now
We all want to be the most innovative financial planner for our clients. However, as our clients age, they need so much more from us. We can no longer do the same thing the same way. We have to change.
Change is hard. But, we owe it to our clients and prospective clients to evolve our financial services practice to meet their changing needs.
If you are successful in evolving your practice, you will earn more revenue, create more opportunity for your firm and have time to enjoy your success.
Schedule a free call to review your business model to help identify your obstacles and offer retirement income strategies to evolve your practice and accelerate your growth.
We are here to help.
Get Your Free Ebook
Retirement Success: Four Major Shifts Affecting Today’s Retirement Planning
By downloading the ebook, you agree that we may email you with other relevant content. We will not sell or distribute your email address.
Meet Mike McGlothlin
Speaker | Author | Transformational Leader
Mike is a bestselling author, industry-renowned speaker and expert in growth strategies for financial advisors. He incorporates simple methodologies and proven models to help create exponential revenue growth, find new clients and streamline operations. Mike served as President of The Society of Financial Service Professionals in 2020-2021, leading 6,300 financial professionals and remains active in several other professional associations.