29 episodes

Join host Mike McGlothlin as he shares real steps to grow your financial planning business into a High Performing Practice. You'll hear from Mike as well as industry leaders on actionable ways to get to that next level.

Defeat complacency. Transform your business.

High Performing Practice Mike McGlothlin

    • Business
    • 5.0 • 4 Ratings

Join host Mike McGlothlin as he shares real steps to grow your financial planning business into a High Performing Practice. You'll hear from Mike as well as industry leaders on actionable ways to get to that next level.

Defeat complacency. Transform your business.

    Diane Strand

    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.
    Links:
    www.jds-productions.com
    www.jdscreativeacademy.org

    • 19 min
    Keith Renninson

    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.
    Links:
    www.keithrenninson.com
    www.keithrenninson.com/thetenacityexpert
    https://www.youtube.com/channel/UCzFaH8ygfZXVAyaJhIxClvg
    https://www.linkedin.com/in/keithrenninson/

    • 21 min
    Welcome to the High Performing Practice Podcast

    Welcome to the High Performing Practice Podcast

    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.
    Links:
    https://innovationdevelopment.org/
    https://www.linkedin.com/in/williamhortz/
    The Innovator’s DNA (Book mentioned)

    • 2 min
    Chuck Sharpsteen

    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.
    Links:
    www.whiskeyneat.com

    • 21 min
    David Freitag and Bruce Tannahill

    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.
    Links:
    fspgo.com
    ssa.gov
    www.journeyguideplanning.com (Do your planning first)
    Article: Using Social Security Filing Strategies to Address Changed Circumstances
    April 6 FSP Webinar

    • 33 min
    Bill Hortz

    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.
    Links:
    https://innovationdevelopment.org/
    https://www.linkedin.com/in/williamhortz/
    The Innovator’s DNA (Book mentioned)

    • 29 min

Customer Reviews

5.0 out of 5
4 Ratings

4 Ratings

T Kari Mitchell ,

The Consummate Host

It was a pleasure to be a guest on High Performing Practice. Mike is the consummate host whose personable demeanor made it easy to engage in conversation. T. Kari Mitchell (TK)

freethrowguru ,

Prepared and dynamic

Mike was obviously prepared, asks great questions and brings real enthusiasm to his podcast. It just makes me want to “ask Ash!”

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