| Hire An Expert |
Our Hire An Expert section lets you view experts in the fields posted below for your accounting and practice management needs. 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 contact an Expert, simply click the "Contact This Expert" link next to that Expert, as listed in the following expert areas:
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David Drucker
Drucker Knowledge Systems
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).
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Joe Lukacs
International Performance Group
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.
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Peter Montoya
Millennium Advertising
As founder and president of Millennium Advertising, Peter has electrified the world of financial services with his revolutionary ideas on Personal Marketing.
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Bliss Sawyer
BlissSawyer.com
Through her marketing products, seminars, coaching, and training, Bliss has helped thousands of originators across America and Canada. Let her help you grow your business!
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David Bush
MyMortgageCommunity
David Bush is an author, speaker, entrepreneur, coach and consultant to business owners and other successful professionals across the nation.
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Dave Hershman
OriginationPro
Dave Hershman has written seven books, including two best sellers for the Mortgage Bankers Association of America, and has delivered speeches to thousands of loan officers, real estate agents, managers, and operations personnel. And he doesn't just theorize. And FYI, he personally closed over 550 loans in his first 18 months on the street!
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Dave Hershman
OriginationPro
Dave Hershman has written seven books, including two best sellers for the Mortgage Bankers Association of America, and has delivered speeches to thousands of loan officers, real estate agents, managers, and operations personnel. And he doesn't just theorize. And FYI, he personally closed over 550 loans in his first 18 months on the street!
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Richard Koreto
Financial Planning Magazine
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.
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Bill Bachrach
Bachrach & Associates
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.
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Bob Burg
Burg Communications, Inc.
Bob Burg teaches companies and individuals how to apply and perfect two skills dramatically important to personal and professional success - Business Networking and Positive Persuasion Skills.
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Ron Carson
Carson Productions Inc.
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.
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Bob Davies
Coaching for High Performance
For more than 18 years, Bob Davies has been helping people to break through emotional gridlock, overcome fears, procrastination, and have the results in their lives that they have always dreamed.
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Steven Drozdeck
Drozdeck & Associates
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.
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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."
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D Shannon
JATL Dynamics
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.
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Ken Unger & Tom Gau
Million Dollar Producer's
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!
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Tom Gau
Million Dollar Producers
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!
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Leo Pusateri
Pusateri Consulting and Training
With over 25 years of sales and marketing experience, Mr. Pusateri provides counsel based on the philosophy of competing on value in the financial services industry.
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Maribeth Kuzmeski
Red Zone Marketing
Maribeth Kuzmeski is an accomplished marketing consultant, speaker, business owner and author of four books. Under her guidance one of the nation's top financial advisors built a business from $10 million to $200 million in money under management in five years.
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Terry Sjodin
Sjodin Communications
Terri Sjodin is a full-time professional speaker and trainer with a unique specialization - advancing the persuasive presentation skills of professionals.
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Lynda Falkenstein
The Niche Doctor
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.
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Bill Cates
The Referral Coach
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.
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Ed Slott
E. Slott & Company
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.
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John Huggard
John regularly lectures to professional groups on topics dealing with variable annuities, probate issues, investment taxation and financial planning.
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Lew Nason
Insurance Pro Shop
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.
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John Kerlish
Human Resources Management Associates
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Kathryn Vessenes
Vestment Advisors
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!
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Ed Slott
E. Slott & Company
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.
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Ed Morrow
Financial Planning Consultants
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.
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Richard Koreto
Financial Planning Magazine
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.
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Mark Tibergien
Moss Adams Advisory Services
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.
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Barry Asmus
Ideas Spoken, Inc.
Dr. Barry Asmus speaks, testifies, writes and consults on political and business issues facing America. He was named by USA Today as one of the five most requested speakers in the United States.
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Charlie Bross
HRcertification.com
HRcertification.com provides online Training & Certification Programs for COBRA, HIPAA, FMLA, OSHA, and other regulatory areas with Federally-mandated compliance requirements.
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Charlie Bross
HRTrainingCenter.com
HRTrainingCenter.com offers training, licensing, CE, designations, and professional development products and services for Human Resource professionals.
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John Huggard
John regularly lectures to professional groups on topics dealing with variable annuities, probate issues, investment taxation and financial planning.
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Ben Baldwin
Baldwin Financial
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.
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Karen Henderson
Owner, How To Care
Karen is now a well-known and respected educator, speaker, writer, publisher, media commentator and consultant in the field of long term care for the elderly who has spoken across Canada and in the U.S.
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Bobb Meckenstock
President, The Meckenstock Group
A highly successful financial planner since 1978, Bob Meckenstock shares with attendees his secrets of success. His presentation "Wealth Accumulation Strategies," is a popular topic with today's financial professional.
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Hank Moore
Futurist, Corporate Strategist
Hank Moore is that rare 1 out of 100,000 senior business advisors, a Big Picture strategist, with original, cutting-edge ideas for creating, implementing and sustaining corporate growth throughout every sector of the organization.
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Marshall Goldsmith
Owner, Marshall Goldsmith Partners, LLC
Marshall Goldsmith, PhD is one of the world's foremost authorities in helping leaders achieve positive, measurable change in behavior: for themselves, their people and their teams.
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Robert Miles
Owner, Robert P. Miles
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Ben Graves
Administration Resources Corporation
Ben C. Graves is General Counsel and Director of Compliance for Administration Resources Corporation.
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Bob Meyers
COBRAGuard
 CobraGuard provides automated, web-based COBRA administration that alleviates the inefficiencies and expense of a paper-based or outsourced administration!
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Bridget Mayer
Infinisource
Infinisource is the COBRA compliance and administration experts. We have the tools, experience, knowledge, and dedication you need to make COBRA compliance easy!
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Jon Henschen, CFS
Henschen & Associates
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.
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Don Exley
Mortgage Training Institute
Our unique Performance Coaching plan will help you develop your career, maintain your focus and allow you to become successful in the shortest time possible.
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Vicki Lambert
Payroll Advisor
Ms. Lambert is an expert in the field of wage and hour and employment tax compliance. She is the instructor for the online training program Payroll Practice and Management currently offered in over 400 colleges and universities nationwide, plus the author and Instructor for HRcertification.com's Payroll Training & Certification Programs.
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Robert Kaplan
McKay Hochman
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.
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Paula Straub
Save Gains Tax
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!
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Ira Blumenthal
President, Co-Opportunities, Inc.
Considered a business "Renaissance man," Ira Blumenthal is a high-content speaker who delivers more than 100 keynotes around the world annually on topics such as strategic alliances, branding, change and the DNA of success.
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Sally Falkow
ExpansionPlus
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.
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Doug Hay
ExpansionPlus
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.
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Jim Ruta
Expert Institute
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.
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Ed Morrow
Financial Planning Consultants
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.
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Richard Koreto
Financial Planning Magazine
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.
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Peter Montoya
Millennium Advertising
As founder and president of Millennium Advertising, Peter has electrified the world of financial services with his revolutionary ideas on Personal Marketing.
My Credentials / Contact This Expert |
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Maribeth Kuzmeski
Red Zone Marketing
Maribeth Kuzmeski is an accomplished marketing consultant, speaker, business owner and author of four books. Under her guidance one of the nation's top financial advisors built a business from $10 million to $200 million in money under management in five years.
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Gary Gorman
1031 Exchange Experts
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!
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Paula Straub
Save Gains Tax
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!
My Credentials / Contact This Expert / Articles |
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