AE Insider

Jessica and Troy Sharpe planted the seeds for Oak Harvest Financial Group’s success, but entrusting other team members to take on some of the co-founders’ workload allowed the firm to truly blossom.

The tax teachings of authors David McKnight and Marty Ruby are available for use by AE producers. David is booked for 20 nights to present “The Power of Zero” at seminars and Marty’s “The No-Compromise Retirement Plan” is full of resources you can use with clients.

Mark Lloyd doesn’t just ask for trust. He earns it by going beyond the surface to explain to clients where he’s putting their money and why it’s beneficial to their financial needs.