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Results: 4

From mortgages to clients: Attracting clients with smart strategies

Michael Joseph Haggerty, CPCA, CFP

Aug 23, 2024

From mortgages to clients: Attracting clients with smart strategies

Discover how offering in-demand products such as mortgages attracts new clients. By offering clients a product they will seek you out for, you can later cross-sell other products to them. Find out how this successfully worked for Court of the Table member Michael Haggerty.

Philanthropy through insurance

Michael Joseph Haggerty, CPCA, CFP; Ryan Hofer

May 1, 20255 min

Philanthropy through insurance

How to plant the seeds for future charitable giving.

How to keep them (your employees)

Shawn R. Bjornsson, CPCA; Forrest DeBuys III, CLU, ChFC; Michael Joseph Haggerty, CPCA, CFP; Roy John Hall, ADFP, CCFP; Hozumi Hanada, LUTCF; Gary F. Heuer, FICS; Jamie McIntyre, CFP; Joshua John McWilliam, CFP, FMA; Jason L. Smith, CEP, BPC; Andrew Tice, FIC

May 1, 202415 min

How to keep them (your employees)

Shrewd techniques to empower, invest in and retain your staff.
Pay it forward

Michael Joseph Haggerty, CPCA, CFP

Mar 1, 20245 min

Pay it forward

Haggerty gains immensely from providing free monthly advice to nonclients who need help.