Bio:

Mike McGlothlin is a visionary leader, author, speaker, and growth strategist with more than 30 years of experience in financial services and retirement planning. Beginning his career as a retail advisor and achieving Million Dollar Round Table qualification, Mike went on to hold executive leadership roles at Ash Brokerage, where he served as Executive Vice President of Retirement and helped lead significant growth within the firm’s retirement business. He also served as National President of the Society of Financial Service Professionals for 2020–2021.

Mike is committed to helping professionals strengthen their businesses, serve clients more effectively, and navigate the evolving business landscape. He is the author of Free Throws for Financial Professionals, an Amazon bestseller, and the Winning Strategies series. His leadership perspective is also shaped by his time as a student manager for Indiana University basketball under Coach Bob Knight during the Hoosiers’ 1987 national-championship season. He remains a Certified Go-Giver Speaker and Coach as well as a StoryBrand Certified Speaker and Facilitator.

Speaking Topics:

The Go-Giver Mindset

We’ll explore the “Five Laws of Stratospheric Success” from the best-selling book The Go-Giver, sharing ways to add value to your business at minimal cost and distinguish yourself in any competitive industry or situation.

Mike’s presentation encourages a mindset shift towards authentic self-representation and a Go-Giver approach, enhancing long-term success and building trust that withstands competition.

What you’ll learn:

• Ideas to position your sales that create value
• An understanding of how to compete on value, not price
• Ideas to drive your compensation in the future
• The important characteristics of successful sales professionals
• The skills you need to create selling opportunities that you deserve

Building a StoryBrand

Many business owners and sales professionals struggle to effectively communicate about their products or services due to their close involvement. I’ll share how owners, sales leaders, and professionals can use the StoryBrand Marketing Framework to clarify their message, enhancing lead generation, referral creation, and sales team empowerment.

What you’ll learn:

• Understand and improve your marketing message
• Create campaigns that will drive more business
• Make your website work for you – not the other way around

Making Retirement More Efficient

The retirement planning landscape is experiencing significant changes, prompting the need for enhanced planning strategies that align with best interest standards. I will demonstrate through studies how guaranteed income can boost retirement success, and will guide you on integrating allocation strategies with guaranteed income to optimize client portfolios.

What you’ll learn:

• Major shifts that affect how planners need to create retirement income
• Treasury rulings that benefit the long-term success of a client’s retirement income strategy
• How to take risk off the table
• How to optimize the retirement income portfolio