Join host Dennis Mattern and special guest Erik Bowman, a seasoned Wealth Advisor at Bowman Financial Strategies, as they dive deep into the myths surrounding financial advising and investing.

Whether you’re a seasoned advisor, contemplating the Series 65, or in your early years as a financial advisor, this episode is packed with invaluable insights.

Proven strategies to transform your seminars into powerful marketing tools.

If you've ever wondered how to ace that crucial first meeting with a prospective client, this episode is a must-listen.

Don't miss out on this fascinating conversation that highlights the power of teamwork, innovation, and adaptability in the financial advisory industry.

In this enlightening episode of "The Complete Advisor," host Dennis Mattern sits down with David Schliesman, Senior Vice President at Allianz, to unravel the perplexing question: Why do successful advisors fail?

With the fate of tax deferral strategies and potential legislative shifts hanging in the balance, this episode is a goldmine for anyone looking to safeguard their retirement against the winds of political change.

Dive deep into the world of Life Insurance Retirement Plans (LIRPs) with host Dennis Mattern and financial maestro Adam Gulin, founder of Pinpoint Financial Services. This insightful episode uncovers the pros and cons of utilizing life insurance in financial strategies, shedding light on lesser-known aspects that could revolutionize your approach to retirement. Whether you're a seasoned advisor or simply curious about enriching your retirement, Adam's 42 years of expertise in tax planning and his innovative take on the LIRP will guide you through the complexity of modern financial planning. Tune in to unravel the mystery of LIRPs, learn how to defuse the 'tax ticking time bomb,' and discover why this is more than just a supplement to your retirement plan—it could be the key to unlocking a more prosperous future. Click play to empower your financial journey with strategies that go beyond the spreadsheet!

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