Sharpen Your Skills
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.
Referrals are a great way to reach prospects because the relationship starts with a higher level of trust. Plus, it’s also easier to start conversations with the other person as you have something in common with them. 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 >
Ted Kurlowicz, JD, LLM, CLU®, ChFC®, CAP® Ted is the Charles E. Drimal Professor of Estate Planning and a Professor of Taxation at The American College.
Tax burdens to help fund Obamacare are now in effect for business owners. Read More >
© Copyright 2015, 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.