On April 18th NAIFA Live will feature Michael McGlothlin, CFP, CLU, ChFC, LUTCF, best-selling author, industry-renowned speaker, and expert in growth strategies for financial advisors. Join Mike as he explains how financial professionals can clarify their message to generate leads, create more referrals or empower their sales team. By using the StoryBrand Marketing Framework, Mike will help you understand what customers are looking for so you can tell your story in a way people listen.
FSP Past President, James Aussem JD, AEP, led participants through a variety of case studies on exit planning during our March NAIFA Live. If you happened to miss this session, the recording is now available on-demand.