Michael McGlothlin
ChFC, CLU, CFP, LUTCF, NSSA, CPT
FL, US
Mike McGlothlin, CHFC, CLU, CFP, LUTCF is a best-selling author, industry-renowned speaker and expert in growth strategies for financial advisors.
Today as the Executive Vice President of Retirement for Ash Brokerage, he leads 65 direct reports who have grown a business line 300% in the last 6 years and is now 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, to find new clients and better streamline their operations by incorporating his simple methodologies and proven models.
Mike McGlothlin, CHFC, CLU, CFP, LUTCF is a best-selling author, industry-renowned speaker and expert in growth strategies for financial advisors.
Today as the Executive Vice President of Retirement for Ash Brokerage, he leads 65 direct reports who have grown a business line 300% in the last 6 years and is now 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, to find new clients and better streamline their operations by incorporating his simple methodologies and proven models.
Making Retirement More Efficient
Format: 60 Minute Keynote or Breakout Session
Making Retirement Income More Efficient
Dramatic shifts are taking place in the retirement planning landscape. Improve your planning strategies with proven product and allocation ideas that meet best interest standards for many Americans. Mike will present studies that show how guaranteed income increases the likelihood of retirement success. He’ll also show you proper...
Building A StoryBrand
Format: 60 Minute Keynote or Breakout Session
Building a StoryBrand
When it comes to talking about their businesses, many people are so close to their products or services they don’t know where to start. Mike will explain how financial professionals like you can clarify your message to generate leads, create more referrals or empower your sales team. How? With StoryBrand. The StoryBrand Marketing Framework will...
Six Accelerants to a High Performing Practice
Format: 60 Minute Keynote or Breakout Session
Six Accelerants to a High Performing Practice
We continue to see major demographic shifts affecting the financial services sector in the United States. Pressure on government and entitlement programs continues to mount, placing the vast majority of Americans at reduced retirement incomes. Compound this with the effects of the 2020 global pandemic and it shifts a greater...
The Go-Giver Mindset
Format: 60 Minute Keynote or Breakout Session
The Go-Giver Mindset
Mike discusses the Five Laws of Stratospheric Success based on the best-selling book, “The Go-Giver.” You’ll learn how to build value in your business with very little cost and separate yourself from the competition in a highly commoditized world of wealth management and income planning. This presentation challenges you to shift your mindset to a new way of...
Opportunities in Secure Act 2.0
Format: 60 Minute Keynote or Breakout Session
Opportunities in Secure Act 2.0
We continue to see dramatic shifts in the retirement planning landscape. The Secure Act was one of the most impactful pieces of legislation in several decades. Now, Secure Act 2.0 provides new opportunities to have conversations about income planning. While there are many aspects of the 2022 act, unique conversations can take place that...
The Best Lifestyle for High Net Worth Americans
Format: 60 Minute Keynote or Breakout Session
The Best Lifestyle for High Net Worth Americans
Many clients believe their high asset value is sufficient to maintain their lifestyle during an extended retirement period. However, the longevity conundrum with taxes, healthcare, inflation, legacy value, and decisions on Social Security make it difficult to sustain even a modest retirement. This session will use four...
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