Our Hire An Expert section lets you experts in the fields posted below. We've provided a brief intro for each expert on this page, plus a biography and a list of his or her products and services on the "My Credentials" page.
To ask a question, simply click the "Ask A Question" link next to that Expert, as listed in the following expert areas:
Gary Gorman is the Managing Partner of The 1031 Exchange Experts. His company specializes in tax-deferred exchange services nationwide. Gary even provides 1031 information to Rich Dad/Poor author Robert Kiyosaki and real estate Icon Donald Trump!
Do you have clients selling highly-appreciated assets such as Real Estate, Stock Portfolios, a Business or Professional Practice, or Valuable Collections? The decision to liquidate and pay capital gains taxes can be overwhelming. You should seek Expert advice in these complex situations - consult with Paula Straub before the deal is done!
Ed Slott was named as "The Best" source for IRA advice by The Wall Street Journal and called "America's IRA Expert" by Mutual Funds Magazine. He is a nationally recognized IRA distribution expert and a professional speaker.
For over 25 years, Lew Nason's unique perspective on how to truly help clients has enabled scores of insurance agents and financial advisors to reside within the Top 1% of Producers in their profession - upon completion of his coursework.
Katherine Vessenes is America's best known authority on the legal, ethical and compliance issues facing financial advisors and knows how to keep an audience energized, involved and motivated to take action!
A popular speaker at industry conferences and events, "D" has a gift for cutting to the heart of the matter in a funny, enlightening and empowering way. His personal stories will touch attendees and make them reexamine their own lives.
Bill Cates delivers high-content keynotes, seminars and full-training programs. He works with financial service professionals who want to attract more high-quality clients and with companies who want to increase sales through a more committed sales force.
Maribeth Kuzmeski is a national keynote speaker, marketing consultant, author and coach. Maribeth's firm, Red Zone Marketing, LLC consults with many Fortune 500 firms on strategic marketing planning and business growth.
Kerry Johnson, PhD International Productivity Systems
Kerry L. Johnson, MBA, Ph.D. is a best selling author and speaker who speaks at least 8 times a month ranging from Hong Kong to Halifax, and from New Zealand to New York. Traveling 8,000 miles each week, he speaks on such topics as "How To Read Your Customer's Mind," "Marketing to the Affluent," and "How To Increase Business by 70% in 8 weeks."
Since 1974, Steven Drozdeck has researched the top producers in the financial services industry, identified their unique characteristics, and trained over 50,000 professionals in consultative sales and management strategies.
Top Producers come from all walks of life. No matter where you come from, or what you did before, you can become a Top Producer, says Ron Carson. And he would know. Ron Carson has been instrumental in the development of many of the nation's Top Producers - many of whom have learned the keys to success by following Ron's example.
Dr. Lynda C. Falkenstein aka "The Niche Doctor" is the world's foremost authority on creating powerful niches that serve as engines driving the most successful businesses and careers.
Bill Bachrach's programs will empower financial professionals by using an 18-year proven process to help them understand a client's true emotional motives, to rapidly gain their trust, and ethically influence their actions.
If you are interested in providing information that will help registered representatives' production take a quantum leap, or if you just want to maximize their efficiency, then plan on having Tom Gau and Ken Unger be a speaker at your next conference or meeting!
If you are interested in providing information that will help registered representatives' production take a quantum leap, or if you just want to maximize their efficiency, then plan on having Tom Gau and Ken Unger be a speaker at your next conference or meeting!
Katherine Vessenes is America's best known authority on the legal, ethical and compliance issues facing financial advisors and knows how to keep an audience energized, involved and motivated to take action!
Katherine Vessenes is America's best known authority on the legal, ethical and compliance issues facing financial advisors and knows how to keep an audience energized, involved and motivated to take action!
Ed Slott was named as "The Best" source for IRA advice by The Wall Street Journal and called "America's IRA Expert" by Mutual Funds Magazine. He is a nationally recognized IRA distribution expert and a professional speaker.
Don Trone is the CEO of Fiduciary360, which coordinates the resources of the Foundation for Fiduciary Studies. In 2005, Don was selected to the prestigious IA25, the listing of the twenty-five most influential people in the investment advisory industry.
Known as "an advisor to financial advisors," Ed Morrow is a prolific author of three books and more than 400 articles on financial services practice managment.
Mark Tibergien is a nationally-known advisor, speaker, and workshop leader within the Securities and Insurance Industry, delivering between 50 and 60 presentations to industry conferences each year.
As executive editor of Financial Planning magazine and Financial-Planning.com, Richard Koreto is supervisor of the most extensive daily financial planning news service in the world, all while continuing to cover the industry with monthly features.
HRcertification.com provides online Training & Certification Programs for COBRA, HIPAA, FMLA, OSHA, and other regulatory areas with Federally-mandated compliance requirements.
HRTrainingCenter.com offers training, licensing, CE, designations, and professional development products and services for Human Resource professionals.
A highly successful financial planner since 1978, Bobb Meckenstock shares with attendees his secrets of success. His presentation "Wealth Accumulation Strategies," is a popular topic with today's financial professional.
Ben is involved in financial education, consulting, and planning for corporate and individual clients and is frequently quoted in major financial publications, including The Wall Street Journal, Kiplinger's Personal Finance Magazine, Fortune, Money Magazine, Business Week, and Financial Planning Magazine.
Doug Hay is the co-founder and CEO of Expansion Plus. He is a top-performing professional with proven abilities perfected through over 35 years' progressive experience in marketing, sales, and management.
Sally Falkow is certified as an Accredited Public Relations Practitioner by the Public Relations Society of America and is an acknowledged expert in Internet marketing strategy - blogs, RSS feeds, online news, and social media.
Known as "an advisor to financial advisors," Ed Morrow is a prolific author of three books and more than 400 articles on financial services practice managment.
Maribeth Kuzmeski is a national keynote speaker, marketing consultant, author and coach. Maribeth's firm, Red Zone Marketing, LLC consults with many Fortune 500 firms on strategic marketing planning and business growth.
As executive editor of Financial Planning magazine and Financial-Planning.com, Richard Koreto is supervisor of the most extensive daily financial planning news service in the world, all while continuing to cover the industry with monthly features.
Jim Ruta is a leading expert on business development strategies for financial advisors. He offers a variety of keynotes, presentations and workshops on his "Expert Institute" theme for advisors. These programs can be customized to suit your group's specific needs.
As founder and president of Millennium Advertising, Peter has electrified the world of financial services with his revolutionary ideas on Personal Marketing.
Infinisource is the COBRA compliance and administration experts. We have the tools, experience, knowledge, and dedication you need to make COBRA compliance easy!
CobraGuard provides automated, web-based COBRA administration that alleviates the inefficiencies and expense of a paper-based or outsourced administration!
Joe specializes in working with financial advisors in such areas as, profitable business growth, business planning, business relationships, client development, client retention, goal setting, motivation, and communication.
David J. Drucker has more than 25 years of experience in the financial services industry. David is a member of the Financial Planning Association and the National Association of Personal Financial Advisors (NAPFA).
As founder and president of Millennium Advertising, Peter has electrified the world of financial services with his revolutionary ideas on Personal Marketing.
Jon matches Advisors with independent broker/dealers for relationships that best fit their respective business profiles. Along the way, Jon often uncovers unique, progressive opportunities unknown to the Advisors. Henschen & Associates contracts with over 70 independent broker/dealers and 15 producer groups.
Since 1979, McKay Hochman has built a reputation as an innovator in developing unique products and technical services to help clients establish and administer IRS-approved retirement plans.
Gary Gorman is the Managing Partner of The 1031 Exchange Experts. His company specializes in tax-deferred exchange services nationwide. Gary even provides 1031 information to Rich Dad/Poor author Robert Kiyosaki and real estate Icon Donald Trump!
Do you have clients selling highly-appreciated assets such as Real Estate, Stock Portfolios, a Business or Professional Practice, or Valuable Collections? The decision to liquidate and pay capital gains taxes can be overwhelming. You should seek Expert advice in these complex situations - consult with Paula Straub before the deal is done!
As executive editor of Financial Planning magazine and Financial-Planning.com, Richard Koreto is supervisor of the most extensive daily financial planning news service in the world, all while continuing to cover the industry with monthly features.
CobraGuard provides automated, web-based COBRA administration that alleviates the inefficiencies and expense of a paper-based or outsourced administration!
