There is a big difference between treating your financial process as a sales pitch and treating the process as a financial tool with asset classes.
Making that change and approaching your practice with ethical and moral insurance practices will shine through your work and allow you to build client trust.
In this episode, Jeremy Houser is joined by Michael Ginsberg, CFP®, to discuss Michael’s impressive career journey starting as an attorney to becoming an established CERTIFIED FINANCIAL PLANNER™ professional. Michael discusses how InsurMark has changed his approach to operations and how the team has allowed him to focus more on what he loves—supporting his clients.
Jeremy and Michael discuss:
- Making the shift to become an independent business and what insurance products he uses to combat volatility
- The importance of protecting his clients and with ethical and moral insurance practices
- How InsurMark has changed his business model and asset allocation
- What to focus on as an advisor in the digital age to support your clients
- And more
Connect With Michael Ginsburg:
Connect With Jeremy Houser:
About Our Guest:
As a Certified Financial Planner™ professional and a former Real Estate and Estate Planning Attorney, with over 25 years of personal business and investment experience, Michael has the book knowledge and the real-life experiences to benefit his clients.
With a specialization in Retirement Income Planning and Michael’s proven 5-Step Process, he creates personalized plans which give his clients the best opportunity to achieve their envisioned retirements.
Michael’s success is based on his long history of client service, a sound investment strategy that focuses on managing portfolio volatility, and innovative products and services.