High Performing Practice

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.

Links:

www.justinroethlingshoefer.com

www.ownit.co

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.

Links:

https://crosscountrymortgage.com/HECM-Team/Susan-A-Pomfret,-RICP/

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.

Show Links:                              

https://www.lifestyle120.com/blog 

https://www.lifestyle120.com/sprout-your-new-life 

https://www.youtube.com/channel/UCjLsfHoqxtNcUnGazugtfOg 

My guest on 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.

Links:

www.sherenemchenry.com/store

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.

Mark's Book: The Perfect Free Throw

Join me in an engaging conversation with one of our 2020 Retirement Solutions Summit keynote speakers. Elyse provided our audience with great information last year about creating a brand. Today, she and I 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.

Links:

Website: www.elysearcher.com

Connect with Elyse on LinkedIn: https://www.linkedin.com/in/elysearcher/

Video Confidence & Lead Generation for Financial Advisors ebook: www.elysearcher.com/store

Listen to She Sells Radio: www.elysearcher.com/podcast

Focus and action. If you align these two things, you will be on your way to setting yourself up for a successful 2021. But without a written plan, it’s easy to get off track. Paul Kingsman, Director of Practice Management at Ash Brokerage, joins me to discuss a step-by-step blueprint for creating opportunities for success in the new year.

• Tools to set you 2021 TARGET goals
• Concrete steps to track what’s most necessary for profitability and success
• Solutions to transition longer-term goals into prioritized daily actionable steps
• Confidence to begin your first steps toward your 2021 success
• Download the attached materials to assist you:
  Kingsman Goals

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.

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.

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.

Check out Jamy Bechler's site here:

https://jamybechler.com/

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Learn more about High Performing Practice here.

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