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A weekly dose of retirement income planning strategies and valuable business-building insights from Mike McGlothlin

September 5th, 2021

Create Strong Client Relationships through Common Passions

We all have causes we’re passionate about. From church groups to local community arts programs, to research for the cure of a disease that has affected a loved one, and all kinds of things in between. The choice of which charity to align with is personal. It comes from the heart. Personally, I’m passionate about …

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August 29th, 2021

Avoid the Administrative Time Suck

Up your hourly rate by focusing on revenue-generating activities. You’ll have a greater impact on both your clients and your business.

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August 20th, 2021

A Simple Approach to Reduce Suffering and Increase Income

If you can alleviate your clients’ frustration and their resistance to change, you can also alleviate their suffering. An Income Alpha approach can get you there.

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August 15th, 2021

Making Your Client The Hero

Success in marketing starts with a focus on the prospective client and their problem, not with our solution. Look closely at why your top clients chose you. Then create a marketing message that attracts the right prospects.

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August 8th, 2021

Taking Advantage of Discounts — Annuity Style

Discounts aren’t just for little things like groceries and oil changes. Help your clients discover how to take advantage of discounts on their retirement income as well.

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August 1st, 2021

Taking Risk OFF Your Clients’ Balance Sheets

Take advantage of the liquidity in today’s market. By leveraging pension risk transfers, you can remove risk and increase employee morale.

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July 25th, 2021

An Easier Strategy for Creating a Legacy

Find more liquidity in your clients’ portfolios while creating more income for retirement with our Income Alpha strategy.

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July 18th, 2021

Turning A-List Prospects into A-List Clients

Creating a repeatable message for your A-list clients is critical to becoming a High Performing Practice.

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July 11th, 2021

13% of $60 Trillion Is Up for Grabs

When transferring wealth, some clients transfer advisors as well. Keep your clients, and attract new ones, by talking to beneficiaries when creating a legacy.

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