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Jun 26, 2019

This episode is packed with insight about how to transform your practice to be unique and transformative. Elyse Archer, sought-out personal brand strategist, joins Mike as she describes the importance of identifying and developing your brand. Elyse is a founding member of Brand Builders and has been published on...


May 29, 2019

This week, America’s Millennial Expert, Gabrielle Bosche joins Mike to offer insights that dismantle the myths and preconceived notions often held against the millennial generation. We’ll learn about how older generations can create work environments where everyone can thrive – including retention and...


Apr 24, 2019

Bentley is back! 

Bentley Heese is a Retirement Income Consultant for Ash Brokerage, and the only guest to be on Winning Strategies twice! Listen in as he and Mike discuss HECMs and bounce ideas off of each other.

Bentley serves the Virginia, Maryland and DC areas and is in the midst of his most successful year...


Mar 27, 2019

Mike met Joe Elsasser, advisor, writer, speaker and FinTech president, at the FSP Institute last month. In this episode, the two discuss optimizing social security in a new way for clients and bond over second tries as a financial professional.

Joe found his practice needing a better way to support social security, from...


Feb 27, 2019

On this episode of Winning Strategies, Mike sits down with Nicole Ellsworth and Kaitlyn Duchien, the founders and voices of Face the Fear – a platform aimed at educating millennials about their finances while having fun through blogs, podcasts and social media. This episode will give insight into millennials and how...