Megen Gaylord
High Performing PracticeEpisodes
Episodes of High Performing Practice
Mark All
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Planning for college seems like an abyss full of more questions and uncertainties than answers. My guest on this episode, Cozy Wittman, was in everyone’s shoes with a child wondering how to pay for college. She learned about the extent of where
Ash Brokerage has always been known in the industry as an innovative company with technology and people. Anyone can find technology but only Ash has technology that is personal not just customized. Brendon Kelly joins me to discuss the ever-cha
You may not know how much your subconscious limits your income potential. Sales expert and coach Elyse Archer joins me to talk about having your best year ever. She has grown her income by 10-12 times over the last 12 months and it started with
We have all heard the importance of being active in retirement. My guest in this episode has spoken to 100’s of retirement groups about the importance of having an emotional pension. He speaks about how this type of pension can improve the mind
We all look to excel in our business for our clients and our employees. But, what does it take to be a perennial high achiever? Dr. Ruth Gotian has studied the top performers in many industries. She and I talk about some of her research and ho
For every dollar you save on your child’s college education, you have saved it for another mental bucket like retirement, long term care, or legacy planning. Shellee Howard, founder and CEO of College Ready and CR Tutoring and Test Strategies,
Many business owners are trying to grow their business exponentially but don’t know how to access funding from venture capitalists. Others are struggling with an idea to start and can’t get the business off the ground. Steve Hoffman, CEO of Fou
Pension Risk Transfer helps millions of Americans retire securely. Given the importance of this risk transfer opportunity, one the nation’s leading providers of individual annuities joined the market place in the middle 2010’s. Jason Hitch and
Trillions of dollars are going to transfer in the next quarter of century. Many business owners are looking at significant tax decisions to make. We can help with the deferral process in many situations. Our Business Owner’s Solutions platform
We are pleased to announce another valuable source for Practice Management ideas and content. Paul Kingsman, National Director of Practice Management at Ash Brokerage, joins me to discuss his new resource, The Distraction Proof Advisor Podcast.
Social Security is the most important decision that most Americans will make in their retirement income plans. Having a knowledge of income options is critical for advisors to help their clients retire more securely, capture more assets, and ge
Luke and Josh have built a business that every financial professional can benefit from – content creation and marketing! Their model includes various forms of media with great content to engage prospective clients and maintain contact with exis
Tom Hegna is a legend in the retirement income planning space. I had the privilege of sitting down with Tom to talk about the economy, taxes, and opportunities for financial professionals. Take 25 minutes and get re-charged to help more clients
My guest today, Chala Dincoy, works with individuals and firms to grow their business through a clear message, super niches and a direct message tree. She offers several strategies for the financial professional to consider as they look to grow
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 yo
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 phi
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. Chu
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 crit
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. Innovat
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
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
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 mak
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 e
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 th
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 v
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