White Board Videos

Advisors can order a customized animated white board video to their website, YouTube channel or digital newsletter.

We can customize these videos for your firm.

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The Widow

The Widow

Learn how Angie puts her financial house in order at a time when she needs it most.

The Retirees

The Retirees

Retirement packages can be complicated and confusing, but they don’t have to be.

The Delegator

The Delegator

Eddie & Colleen are too busy to monitor their financial future... until now.

Saving vs Spending

Saving vs Spending

The Callahan’s learn how to effectively manage and spend their money during retirement.

Books

Oversold and Underserved – A Financial Planner’s Guide to Serving the Mass Affluent
Marc’s book, ‘Oversold and Underserved – A Financial Planner’s Guide to Serving the Mass Affluent’ has been recognized by the industry as a blueprint for building a better relationship between financial planners and their clients.

Oversold and Underserved explores the challenges the mass affluent market faces in their search for financial planning advice and offers practical tools to help planners position themselves as champions in the lives of this enormous market segment. In it, planners will find stories that will enhance their services and strengthen the relationships they’ve built with this clientele. From how to most effectively set up your office and staff to how to tap the wisdom your clients can offer, Maec shares a formula to determine whether your clients’ needs are being met, a philosophy about how to write a meaningful financial plan, and an innovative and energetic approach to marketing that you’re unlikely to find in other titles.

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