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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...


Jan 30, 2019

Do you want to elevate your game in 2019?

This episode is for you.

Jim Wilcox, founder of Wilcox & Associates, talks with Mike about getting back to basics, focusing on planning and getting better at your craft in 2019. 

Utilized by Mike's own sales team, Wilcox & Associates is a training organization using the Sandler...


Dec 26, 2018

Speaker, Author, Executive Coach, Olympic Medalist.

Paul Kingsman is a sought after expert on being distraction-proof. He teaches advisors how to maintain focus and create processes that achieve outstanding results. He understands financial professionals' daily challenges and provides them with practical, actionable...