A Place for Advisors Who Want to Reach Next-Level Growth

Hi, I’m Mike McGlothlin

I believe that every advisor desires to improve their practice, whether new to the business or making $1 million. In your heart, you know you should be doing more but just haven’t reached that level.

We all started in this business with an appetite to succeed. If you are like me, you might have struggled in the early years of your business. Finding clients and making any sale was your number one priority. Then, as your business matured, you found yourself either highly specialized and always looking for new clients or having a large client base but not providing them with all the services that are important to them now and in the future.

We believe that a High Performing Practice has both — a systematic approach to attracting a regular flow of new clients, as well as a process to service current clients by taking advantage of the greatest shift from the workforce Americans have ever seen. For years, we have been taught that assets or clients define success in the financial services business. It’s neither — it’s the impact and significance you provide.

Are you ready to take your business to the next level?



$2 Billion

Department Annuity Sales


Direct Reports


Years of Business Growth


Happy Clients

Go-Giver Coach | Speaker | StoryBrand Guide | EVP, Retriement, Ash Brokerage

Mike McGlothlin CFP®, CHFC®, CLU®, LUTCF®, NSSA® is a bestselling author, industry-renowned speaker, and expert in business growth strategies for financial advisors. In 32 years in the business, he has won multiple awards, qualified for MDRT, operated his own independent firm and been featured in Forbes.

His books have helped define the new rules of retirement planning, he’s been invited to speak at several of the industry’s most influential events such as NAIFA and SFSP, and he even teaches nationally accredited CE courses.

With a double major in economics and business analysis from Indiana University, an extensive list of certifications and a track record of performance, Mike has been a student of every facet of the financial services industry.

Today, as the executive vice president of retirement for Ash Brokerage, he leads more than 65 direct reports who have grown the business line 300% in the last six years. Today, they are 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, find new clients and better streamline their operations by incorporating his simple methodologies and proven models.