Serving the needs of professionals, The Wealth Channel® is the nation's definitive online source of insight and knowledge into the creation of financial security through the growth, protection and distribution of savings and investments.
The Importance of Mentoring - Part One
In this dynamic segment, Larry Barton, Ph.D. speaks with Thomas L. McLeary, CLU®, President of Endow, Inc. and James H. Lowry, Senior Advisor with the Boston Consulting Group about the important role that mentoring plays in the careers of African-American financial services professionals.
Tune in during the week of September 6 to see Part Two of this fascinating interview.
Hot Topics
Episode 75: Paul Karasik, Founder of the Financial Advisor Coaching Institute, discusses having a vision for an organization.
Professor Connie Fontaine discusses the differences in estate planning for married and unmarried couples.
Steve Plewes, the Principal of Advisors Financial Group, discusses recent changes to suitability rules for annuities.
Episode 74: Professor Allen McLellan summarizes the main points financial professionals should keep in mind when processing death claims.
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Episode 80: Paul Karasik, Founder of the Financial Advisor Coaching Institute, discusses enhancing business performance by applying the appropriate marketing techniques.
Episode 79: Professor Craig Lemoine talks about the issues individuals can encounter when they take loans or withdrawals from cash value life insurance policies.
