Discover how implementing a unified advisor strategy and effective cross-selling techniques can significantly boost your financial advisory practice’s success.
Join host Kalem Mackey as he sits down with Rob LaCivita, Chief Operating Officer at JL Smith, and Chad Weigl, CFF, BPC, Senior Wealth Manager at JL Smith, to explore the immense potential of cross-selling and maintaining a unified approach across your team.
Learn how to harness these approaches to enhance client retention, increase revenue, and provide more comprehensive financial solutions to your clients.
Key Topics Discussed:
Tune in for valuable insights on how to effectively integrate cross-selling and maintain a unified approach at your firm for powerful results.
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About the Host
Kalem Mackey, CFP®, BPC is an accomplished financial services executive with over 20 years of industry experience. As Executive Vice President and Partner at C2P, as well as founder of Superior Financial Planning, he is dedicated to helping American families achieve their financial aspirations. Mackey’s expertise spans sales management, insurance wholesaling, and financial advising. He is a strategic leader and a sought-after industry speaker, sharing his knowledge in retirement income planning and tax management. Prior to C2P, Mackey earned his bachelor’s degree from UC San Diego and founded his own financial planning firm.
Mackey’s career is marked by a strong commitment to client success. He works closely with advisors and insurance distribution partners to deliver exceptional experiences and tailored insurance solutions. As a Bucket Plan® Best Interest Process Trainer, he provides coaching and support to help advisors offer comprehensive financial planning strategies.
About the Guests:
Robert LaCivita serves as the Chief Operating Officer at JL Smith Holistic Wealth Management, where he plays a crucial role in guiding clients through comprehensive financial planning, tax strategies, retirement, and estate planning. With a holistic and client-centered approach, Rob focuses on increasing income, optimizing tax strategies, and ensuring the protection and growth of assets. His expertise in operations spans both the financial services and real estate industries, bringing a wealth of experience to his role in driving business growth.
Rob’s educational background includes a Juris Doctor from Cleveland State University College of Law and an undergraduate degree in finance from Miami University. This unique combination of legal and financial knowledge enhances his ability to provide clear, confident, and educational financial planning services.
Chad Weigl, CFF, BPC, is a highly skilled Financial Retirement Planner and Certified Financial Fiduciary at JL Smith, where he has been a lead advisor since joining the firm in 2014. With expertise in retirement income planning, tax strategies, Social Security, Medicare, and estate planning, Chad specializes in creating customized plans that enable successful professionals to transition smoothly into retirement. His approach emphasizes understanding clients’ goals and objectives to formulate comprehensive retirement strategies that instill confidence and security in their financial futures.
Chad’s educational background includes a bachelor’s in business administration in Accounting and a Bachelor’s of Science in Criminal Justice from Cleveland State University and the University of Toledo. He holds the Certified Financial Fiduciary® designation, Series 65 license, and Life and Health Insurance licenses, reflecting his commitment to professional excellence and ethical practice.
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