Preview Mode Links will not work in preview mode

The Model FA

Mar 21, 2023

Marc Glickman is an actuary and long-term care insurance expert. He is the founder and CEO of BuddyIns, a nationwide community of long-term care insurance experts who are dedicated to helping individuals and families find the best plan to meet their care needs. Marc previously served as the Chief Sales Officer...


Mar 7, 2023

Jennifer Hensley is a marketing strategist and the owner of Playmaker Coaching & Consulting LLC— dedicated to changing the game for referral-based business owners. By creating and implementing 90-day marketing plans with her clients, Jennifer helps them scale sustainably without the hassle or hustle. Jennifer worked...


Feb 21, 2023

Hiren Patel is the Head of Advisor Solutions at 55ip, a fintech company dedicated to breaking down the barriers to financial progress. By using its tax-smart investment strategy engine, 55ip helps financial advisors dramatically improve their efficiency and effectiveness. Hiren served as an Advisor Engagement Manager...


Feb 7, 2023

Andrew Saksa is a media marketing and business development expert. He is the Senior Vice President for Business Development at ReminderMedia, a company dedicated to empowering clients to close more deals and retain more business. Before joining the ReminderMedia team, Andrew was the co-founder of Mypistevo.com...


Jan 17, 2023

Matt Cosgriff is the Director of Wealth Management at BerganKDV, a trusted firm that offers business planning and consulting, tax, auditing and accounting, technology, and wealth management services throughout the Midwest. Matt joined the BerganKDV team in 2014. As a wealth management leader, Matt is passionate about...