Managing Principal Mitchell K. Smith shares his insight in Aspire magazine on working with high-net-worth clients, meeting their expectations, and making conversations more effective.
05/20/2024
With so many insurance products and financial services in the market, advisors specializing in a “niche” can have many meanings. The latest issue of Aspire Magazine looks inside niche markets and highlights overlooked opportunities and practical approaches and tools for honing the pitch to mine these markets. Read Mitch’s full article, published in Aspire magazine’s May/June issue.
Related Insights
Mitchell K. Smith, President of Life & Executive Benefits, has been named one of the top Financial Security Professionals in New York-NYC on Forbes’ fourth annual Best-in-State list!
Posted on 08/01/2024
With a proven track record of preserving clients’ wealth over the long term, Mitch exemplifies excellence in the insurance industry and has truly earned this recognition. Forbe...
Read Post
Vanbridge and GreensLedge Announce Joint Venture and Launch of Alternative Letter of Credit (ALOC) Facility
Posted on 12/05/2023
GreensLedge and Vanbridge announced today the formation of their joint venture company, Convergence Point Solutions (CPS), and the launch of its Alternative Letter of Credit (A...
Read Post