CLA Interview Format - Mike Slaughter - MSFS, NSSA, AEP, CFP®, CRPC®, CLU®
As part of the Certified Liability Advisor™ designation process, we require that our students to interview at least 3 financial professionals.
Today, I use that CLA interview format with Mike Slaughter, a 40-year veteran financial advisor to learn more about his business and his philosophy. Listen in to his answer and how we interview advisors to build a database of 'understanding'.
Mike has some really interesting things to say about the biggest problem facing his clients and the opportunity for liability management in the future.
You can learn more about Mike here: http://www.repsplan.com/
Listen to Interview: