| Hire An Expert |
Our Hire An Expert section lets you see 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 contact this Expert, simply click the "Contact This Expert" link next to that Expert!
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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 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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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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Maribeth Kuzmeski
Red Zone Marketing
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.
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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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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!
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Katherine Vessenes, JD, CFP , RFC
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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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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Katherine Vessenes, JD, CFP , RFC
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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Don Trone
fi360
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.
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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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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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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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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.
My Credentials / Contact This Expert |
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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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Maribeth Kuzmeski
Red Zone Marketing
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.
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