THE HIGH PERFORMING PRACTICE PODCAST
Tune in. Gain Perspective. Stay ahead of your competition.
Join host Mike McGlothlin and industry experts to uncover real steps to grow your financial planning business. Learn how other top performers have elevated their game and found solutions to stay in step with our evolving times.
Episode 33 | Paul Kingsman
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.
Episode 32 | Randy Kitzmiller
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.
Episode 31 | Luke Acree and Joshua Stike
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.
Episode 30 | Tom Hegna
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.
Episode 29 | Chala Dincoy
Chala Dincoy, works with individuals and firms to grow their business through a clear message, super niches and a direct message tree. She offers several strategies for the financial professional to consider as they look to grow efficiently. Her example of a financial professional changing their market and going online to prospect is critical to everyone’s success in a post-pandemic world.
Episode 28 | Diane Strand
If you want to know the importance of changing to a video marketing strategy, my guest works on producing through several studios in addition to owning several businesses. Diane Strand talks about how to increase your return on investment on your video strategy as well as several aspects of the Workforce Development Board in your local area to help build your business.
Episode 27 | Keith Renninson
Getting lost in the Himalayans would create anxiety for anyone. Keith Renninson used the time to journal that lead to his formula for success: TRIP. Using his process, advisors can help alleviate erratic client behavior and develop personal philosophy statements. Join me and listen to a financial services veteran and army veteran about how to stay calm under pressure and lay out a process for success.
Episode 26 | Bill Hortz
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.
Episode 25 | Chuck Sharpsteen
We all need to improve our mindset and our process to acquire new clients. We can no longer network the same way we have over the last quarter century. Digital media is the new form of attracting quality prospects. And, it can be automated. Chuck Sharpsteen, a former marketing agency “Tech Guy” turned lead generation Facebook ads expert, joins me to discuss how you can lower your costs for Facebook advertisements, increase your ROI, and create ads that help the prospect take the next step.
Episode 24 | David Freitag and Bruce Tannahill
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.
Episode 23 | Justin Roethlingshoefer
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.
Episode 22 | Susan Pomfret
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.
Episode 21 | TK Mitchell
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.
Episode 20 | Sherene McHenry
My guest 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.
Episode 19 | Mark Kampa
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.
Episode 18 | Elyse Archer
As an Ash Brokerage 2020 Retirement Solutions Summit keynote speaker, Elyse provided our audience with great information about creating a brand. In this episode, we 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.
Episode 17 | Paul Kingsman
Back by popular demand, Paul Kingsman, National Director of Practice Management for Ash Brokerage, joins Mike on his latest podcast. From Olympic training to asking for referrals and overcoming adversity, Paul and Mike put aside distractions and offer great tips for increasing productivity and growth.
Episode 16 | Danny Bader
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.
Episode 15 | Doug Wier
It’s time to stop reacting to changes in how we do business and strategically plan how to grow. Find out how advisor Doug Wier, CLU, ChFC, founder of Benttendorf Financial Group, has been able to expand and grow in the past couple of months. Doug and Mike are joined by Ash Brokerage Retirement Income Consultant Randy Kitzmiller, ChFC, CLU, RICP. Together, they’ll discuss how to partner together to focus on your strengths, and thrive in our new digital world. It’s about a lot more than just hosting a digital meeting.
Episode 14 | Jamy Belcher
If you’re ready to grow, but feeling stuck, we can help you get moving. This week’s podcast features motivational speaker and coach Jamy Belcher. He applies lessons he learned on and off the basketball court for success in your career — and in your life.
Episode 13 | Tim Arnold
It’s difficult to cut through the noise to be heard by your prospects and clients. StoryBrand provides a seven-step framework to clarify your message. This episode we talk to Tim Arnold, trainer for StoryBrand, about the importance of story and how you can develop your message so people listen. Because, if you confuse, you lose.
Episode 12 | Randy Kitzmiller
Randy Kitzmiller finds strength is his ability to simplify complex problems and solutions. With more than 25 years of experience, he works with advisors to help their clients find protection and security in their retirement planning. He is a Chartered Financial Consultant®, Chartered Life Underwriter®, Retirement Income Certified Professional®, Fellow of the Life Management Institute® and a National Social Security Advisor®.
Episode 11 | Paul Kingsman
Always inspirational, Paul Kingsman, National Director of Practice Management for Ash Brokerage, joins Mike on his latest podcast. From Olympic training to asking for referrals and overcoming adversity, Paul and Mike put aside distractions and offer great tips for increasing productivity and growth.
Episode 10 | Next-Level Engagement
Everyone’s talking about taking your business to the next level by going virtual. Find out how Ash Brokerage can help you reach that goal. Join my podcast to hear first-hand how Ash has increased Retirement business and stayed in front of the digital trend.
Episode 9 | Increasing Assets through In Marriage QDROs
Looking for ideas to help your clients plan for retirement? We’ve got them. Mike is joined by attorneys Stephanie Prestridge and Marcus Foote for his latest podcast. They will discuss why QDROs are important even when divorce isn’t on the table, as well as how to incorporate LTC and Roth IRAs into your planning. Don’t miss it!
Episode 8 | Best Practices for Virtual Meetings
Adapting to the new virtual world might seem difficult; however, I have been using virtual meetings for several years. I have put together a short list of best practices that I have learned about choosing the right platform for you, a checklist of things to consider as you host meetings, and ideas to reach a larger audience. Please join me and get comfortable with the new way to communicate in less than 12 minutes.
Episode 7 | Tom Hegna
It’s a good time for a little expert financial advice. This week, Mike is joined by nationally recognized economist, author and retirement expert Tom Hegna. Listen in to find out how to help your clients prepare right now, without waiting for conditions to be perfect.
Type in the code 15OFF to get 15% off on Tom’s website
Episode 6 | Dr. Sarah Hallberg
Good physical health, like good financial health, requires a mindset open to change. This week, Mike chats with Dr. Sarah Hallberg, a diabetes specialist intent on revolutionizing the lives of her patients. Join our podcast to find out how to transform the different aspects of your life.
Episode 5 | The SECURE Act
The SECURE Act: It’s something we’re all hearing a lot about. But how many of us really understand how to prepare our clients for the impact it might have on their retirement plans? Our January podcast can help make sense of it all. Mike is joined by Dr. Jamie Hopkins, Director of Retirement Research at the Carson Group, to discuss what it all means, and how to practically implement long-lasting, beneficial strategies for your clients.
Episode 4 | Frank Maselli
Like the idea of hosting a seminar, but worried about creating a presentation that delivers? Public speaking and seminar hosting aficionado Frank Maselli, shares his secrets with Mike in this week’s podcast. Listen in to learn the nine critical emotions of trust along with other tactics and proven theories on how to become a cross-solving advisor.
Episode 3 | Robyn Crane, Business Coach
Why is it so important to find the right clients? And how do you find them? Answering these questions is the key to transforming your business, but don’t just take our word for it. Join Mike as he chats with Robyn Crane, a successful financial planner and business coach. Robyn discusses how, after she earned only $500 her first year, she is now featured in top publications and television shows. And she’ll share her secret with you.
Episode 2 | Neil Wood, Business and Life Coach
Change is hard. It’s a fact. But take it from Neil Wood—a speaker, coach, consultant and world-class marathon runner—YOU do have the power to do it! Success starts with believing in yourself and changing your inner monologue. Ready to learn more? Join Mike as he chats with Neil about how to change complete strangers into potential clients. They’ll show you have to find that common ground and make a personal connection.
Learn more about Neil Wood here.
Episode 1 | Mark Magnacca, Allego
The wait is over! Join Mike and special guest Mark Magnacca, co-founder of Allego, for our first ever High Performing Practice podcast episode. Discover the importance of engagement and connection with clients. Get ready to transform your business.
Preview Episode | Welcome
You’re expected to generate more income, for a longer period of time, with less assets, than ever before.
What Others Are Saying
“Mike McGlothlin and the High Performance Practice program have been very helpful to our practice. The resources they offer focus in areas we have needed to address or clarify within our practice, and their input and insight on a number of topics has been extremely helpful.”
Study The Six Accelerants
The Six Accelerants of a High Performing Practice will help shift your mindset and evolve your retirement income strategies. You can access any of the free videos with a single registration, or click on a thumbnail below for more information.