SERVICES + RESOURCES
CUSTOMIZED WORKSHOPS & INSIGHTFUL BOOKS
Customized Workshops & Talks
MOST POPULAR
Making Retirement Income More Efficient
The retirement planning landscape is experiencing significant changes, prompting the need for enhanced planning strategies that align with best interest standards. I will demonstrate through studies how guaranteed income can boost retirement success and will guide on integrating allocation strategies with guaranteed income to optimize client portfolios.
What you'll learn:
Major shifts that affect how planners need to create retirement income
Treasury rulings that benefit the long-term success of a client’s retirement income strategy
How to take risk off the table
How to optimize the retirement income portfolio
Continuing education opportunities available
NEWEST COURSE
Opportunities in THE Secure Act 2.0
The retirement planning landscape is undergoing significant changes, with the Secure Act and its 2022 successor, Secure Act 2.0, leading to new opportunities for income planning. These acts allow for unique discussions about balancing income and legacy planning, enhancing the likelihood of successful retirement outcomes.
What you'll learn:
The major shifts in the demographics in the United States affecting the Longevity Conundrum
How changes in charitable planning can lead to impactful conversations and tax advantaged retirement income streams
Taking longevity off the table produces significant improvements in retirement success
Various aspects of Secure Act 2.0 that can be a difference maker for many American retirees
The Go-Giver Mindset
We’ll explore the "Five Laws of Stratospheric Success" from the best-selling book "The Go-Giver," sharing ways to add value to your business at minimal cost and distinguish yourself in the competitive wealth management and income planning industry.
Mike's presentation encourages a mindset shift towards authentic self-representation and a Go-Giver approach, enhancing long-term success and building trust that withstands competition.
What you'll learn:
Ideas to position your practice that create value
An understanding of how to compete on value, not price
Ideas to drive your compensation in the future
The important characteristics of successful sales professionals
The skills you need to create selling opportunities that you deserve
Continuing education opportunities available
Six Accelerants to a High Performing Practice
The financial services sector in the U.S. is facing major demographic shifts, heightened by pressures on government programs and the impact of the 2020 global pandemic, leading to lower retirement incomes for many Americans. A transformative approach in retirement income planning for all ages is needed, with financial planners who adapt successfully poised to grow their business, attract more clients, and stay relevant during this unprecedented transition from workforce to retirement.
What you'll learn:
Why the United States is trending toward an income focus versus an asset focus
How to shift the risk of Social Security reductions and why clients are making a critical mistake
How you might be risking your practice by not talking about income with your clients
A revolutionary way to drive value for your clients and your practice
Ways to provide a better outcome to your retirement clients while growing your assets
Building a StoryBrand
Many business owners struggle to effectively communicate about their products or services due to their close involvement. I’ll share how financial professionals can use the StoryBrand Marketing Framework to clarify their message, enhancing lead generation, referral creation, and sales team empowerment.
What you'll learn:
Understand and improve your marketing message
Create campaigns that will drive more business
Make your website work for you – not the other way around
READY TO BOOK MIKE?
PRICING
$5,000
ONE-HOUR KEYNOTE
$2,500
ONE-HOUR KEYNOTE
Professional Organization/Nonprofit
$2,500
CONTINUING EDUCATION
READ MIKE McGLOTHLIN
FREE THROWS for FINANCIAL PROFESSIONALS
In this book, I take practical leadership principles learned during my time as a student manager under legendary coach Bob Knight and translate them into simple financial tips that will help every financial planner boost their business growth. Don’t let industry disruption defeat you. With Free Throws, you can conquer frustration, grow your business, and reap the success you’ve been dreaming of.
WINNING STRATEGIES: THE NEW RULES of RETIREMENT PLANNING
In April 2016, the retirement industry was forever changed by three little letters: D-O-L. This book documents a pivotal time in the retirement planning industry. Winning Strategies takes you inside the transformation, and into the minds of advisors and consumers to understand the rules you’ll need to follow to see future success. After reading this, you’ll look at your practice and clients in an entirely new light.
ABOVE THE CLOUDS: WINNING STRATEGIES from 30,000 FT.
Born out of writing blogs every time I stepped foot on an airplane, this book explains all you need to know about annuities, retirement planning, entrepreneurship and more. Take it on your next flight – you’ll step off the plane inspired and motivated to do your best work.
CONTRIBUTOR
LESSONS LEARNED at KNIGHT SCHOOL: PREPARE to WIN
Over the 29 seasons that Bob Knight was head basketball coach at Indiana University, more than 100 students served on his staff as managers. Prepare to Win is an accounting of the Lessons Learned at Knight School, chronicling the individual and collective lessons learned from Bob Knight in the countless hours spent as integral parts of Indiana Basketball.
