Formerly a stockbroker, insurance broker, and award-winning sales manager, Aaron writes for the financial and real estate industry as an educator and marketer. His first book, The Sales Funnel Bible, helps advisors master their sales funnel.
Rosemary is an author, columnist and an international business coach for financial advisors. She spent her career working at leading investment firms before pursuing her passion for coaching. She lives in Victoria, BC. Visit her website at www.rosemarysmyth.com.
Trust can mean different things to different people. Trust is also a function of both character and competence. To demonstrate trust, we need to... Read More >
First senior credential approved for ongoing use in California Read More >
Lawrence L. Grypp, CLU®, ChFC®, is president of the University of Cincinnati’s Goering Center for Family and Private Business and Co-founder of the Center for Executive Transitions. Larry.Grypp@ wcinput.com
Michael A. Hirschfeld, JD, is a partner in Graydon Head & Ritchey, LLP, with over 37 years practicing law and counseling hundreds of family and closely held businesses. He was named Best Lawyer and Cincinnati Lawyer of the Year for both corporate and mergers & acquisitions, among other recognitions. He graduated from Kenyon College and the University of Virginia. Michael.Hirschfeld@wcinput.com
Our role as advisors is to help optimize the probability of successful legacies, which often means asking our clients tough questions. Read More >
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