David Cohen, CLU®, ChFC®, LUTCF A member of the MDRT, David has served as president of both the Columbus NAIFA and FSP chapters.
Tried-and-true techniques for attracting senior clients can increase your business and ensure seniors a financially healthy retirement. Read More >
Dan is financial planning manager and advanced case analyst for a large financial services firm in the Twin Cities in Minnesota. During his 15 years in the industry, he has held many jobs, including financial advisor, wholesaler, advisor trainer and case analyst. email@example.com
Learn the questions to ask to help your small business owner clients identify next steps in solving their cash flow issues. Read More >
Gerry is Assistant Professor of Management Studies and Director of the CLF Program with The American College.
Learn the keys to creating diversity in your financial services business Read More >
© Copyright 2014, The American College Board of Trustees.
The American College does not necessarily agree with all content provided and opinions expressed by a third party and assumes no liability for and exercises no control over the content. Further, The American College is not liable for any action or inaction with respect to any such content and/or opinions accessible through this site. The user agrees by use of this Wealth Channel site not to publish, transmit, display, disseminate any material or distribute the content in any manner that constitutes an infringement of intellectual property rights, including but not limited to copyrights without the express written consent of The American College.