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The Model FA

May 31, 2022

Lauren is the Founder and CEO of Golden Key Partnership, an award-winning and globally recognized boutique business consulting firm. Regarded as “The Business Doctor'' by her clients, Lauren specializes in helping business owners diagnose the root cause of team and operational challenges. She uses her 4D framework to...


May 24, 2022

Chris Koon is a financial advisor at Northwestern Mutual, a financial planning and wealth management company dedicated to helping businesses and families achieve financial security. Chris is a Lifetime Member of the Million Dollar Roundtable and was Top of the Table in 2021. He is also a winner of the Master...


May 17, 2022

Aaron Miller is the Managing Partner of the Northwestern Mutual office in Downtown Boston. With over $265 billion in assets, Northwestern Mutual is a financial planning firm dedicated to helping its clients protect their wealth and prosper. Having served both as a financial advisor and industry leader, Aaron brings...


May 10, 2022

Mike Saunders is the President, CEO, and Authority Positioning Coach of Marketing Huddle, an organization dedicated to empowering financial professionals. By helping them build authority and expertise, Mike elevates financial professionals to become trusted financial advisors. He is the bestselling author of...


May 3, 2022

Brendan Frazier is the founder of Wired Planning, a platform dedicated to equipping financial advisors and planners with practical tips and insights to apply behavioral finance and master the human side of advice. Brendan has been on the prestigious Investopedia’s Top 100 Financial Advisors and is a sought...