Opens in a New Tab
The Magnet Program is changing this. Read the blog. to hear how Magnet Financial Professionals and mentors are focusing on this large and growing client segment. Taking their own paths.…
M Financial is a network of 135+ Member Firms connected by deep insurance and financial planning expertise.…
M is a community of insurance and financial planning experts who work collaboratively to advance their clients’ interests.…
M Financial is owned by its Member Firms.…
M BENefit Solutions. Event Materials. M Benefit Solutions provides technical and consultative expertise to guide management through the complexities of properly structuring a BOLI program including de…
M is deeply embedded in the diverse communities we serve and the organizations we work with. Philanthropic activities.…
Dan Ariely is known for his research on behavioral economics. He’ll lead an engaging discussion on his findings and their relevance to financial decision-making.…
What do your HNW clients and key advisors need to know about how the reinsurance sector is responding to current market conditions?…
M Securities is a full-service broker-dealer and registered investment adviser, offering a broad array of investment solutions for clients whose needs can be complex.…
M Member Firms come in all sizes and specialties, but their commitment to excellent service and client advocacy is the same. Find the firm that’s right for your needs below. Reset. Reset.…
Since mid-1989, this composition has been more flexible and the number of issues in each sector has varied. It is market-capitalization weighted.…
One of the things that is really important to us is making sure we can reach more diverse communities.…
Greenberg, CLU, AEP, MRFC, is a founding partner of Greenberg & Rapp Financial Group, an M Financial Group Member Firm since 2004 and a leading insurance and wealth management firm within M.…
Analyzing data is an integral part of Kristi’s role. We know there is power in data, and research shows that financial organizations need to address systemic issues for diverse talent to rise.…
Many employers provide group long-term disability (LTD) insurance to their employees, but is this coverage sufficient?…
Tovah Truini. , Sales Manager at Nationwide, “Our relationship with M is different from how we partner with other carriers.…
Lauren is President and CEO of Thomas Financial.…
Finseca is the trusted, influential voice representing the financial services industry in Washington, D.C.…
I’ve applied – what is the next step? Qualified candidates will be contacted directly to move forward to the interview process. What is the base salary?…
Jacalyn Barens, Magnet Financial Professional at Chamberlain Group, is one of those people.…
Magnet is the financial industry’s premier professional development program.…
There is an emotional and educational side of insurance, and we can tap into both. There is also the financial literacy side.…
Williams, CLU, ChFC, is founder and president of Peter M. Williams & Company, a Member Firm of M Financial Group since 1990.…
With continued growth of the global financial market, the demand for financial advisors is increasing, and many ambitious professionals are considering this career path.…
Not all companies have this much to offer, and this is a program that is truly investing in us. GC: We have the right tools that ensure that we’re truly able to put the client first.…
JD, LLM, is Managing Principal of Capital Strategies Group, Inc. He directs the areas of wealth transfer and executive benefits.…
Ian unpacks the geopolitical landscape and its impact on the U.S. economy, climate issues, cybersecurity, and more.…
Tracy Brower is a sociologist studying work-life fulfillment and happiness. She is the author of a new book, The Secrets to Happiness at Work. , as well as.…
Brooke is responsible for facilitating the success of M's growth objectives and overseeing all aspects of Member Firm development, including producer development through M's award-winning Magnet Program…
Eden is a partner and shareholder at Nease, Lagana, Eden & Culley, an M Financial Group Member Firm.…
This partnership is a part of the Links Economic Empowerment Program (LEEP) launched under the administration of national president Dr. Kimberly Jeffries Leonard.…
She shared specific strategies for advisors in this market and how the industry is changing to better reach this audience. Kedra Newsom.…
Kaplan, CLU, is co-founder and CEO of KB Financial, an M Financial Group Member Firm since 2008.…
Why DI is Important Now. ‹ Back to M Voices. June 4, 2023. May is Disability Insurance Awareness Month.…
Brian Houston is a business development manager at Voya Investment Management for strategic partners — retirement services group.…
Many of the topics centered on the increasingly contentious atmosphere between political ideologies, and how gridlock is preventing meaningful action on key issues facing our region and the nation.…
Andy Friedman is known for his unique insight and analysis of the political landscape and prospective legislation.…
Magnet is a cutting-edge development program designed to recruit and train the next generation of top-tier financial professionals. View Magnet ›. M Benefit Solutions.…
Jonathan Godsall provides data-driven insights into how the insurance industry is adapting to meet the expectations of the client of the future.…
Sheri, a financial services marketing, sales, and brand expert, is innovating in financial services with digitalEQ™ (Digital Emotional Intelligence). digitalEQ is Sheri’s highly personalized approach to…
Because serving the needs of exceptional clients is our passion, and our only business.…
Information is secure, compliant, and intuitive to access. Even the most complex client service and administrative processes are completed in less time and with fewer headaches.…
Innovation is in our DNA, and with Magnet, you will continue this important tradition of advocating for our clients. Search Magnet Jobs ›. Exclusive products.…
Dan Rather is best known for his 24-year tenure as anchor of. CBS Evening News. He was among the founders of the news program. 48 Hours. in 1988, and beginning in 1999, he anchored. 60 Minutes II.…
Digital and mobile technology is changing the way people research and buy life insurance.…
Todd Buchholz is a former White House director of economic policy, former managing director of the $15 billion Tiger hedge fund, a Harvard University economics teacher, and an acclaimed author of several…
Mark McCullough is a Principal at CAPTRUST, where he works with clients and their advisors to provide expert advice and creative solutions to complex financial challenges.…
Her unique experience as an ERISA attorney and an advisor helps her bring governance solutions for the day-to-day issues that are an inevitable part of running a successful retirement plan.…
M Financial Group is pleased to welcome our new President and CEO Russell Bundschuh. Click here to read our news release.…
For individuals, families, and business owners with substantial assets and complex financial needs, M Financial is the gateway to a community of elite Member Firms and industry partners.…
Sometimes less is more. The M badge should only be used when it’s clearly understood as a symbol for M Financial Group. Context is key.…
M Financial is proud to have been the presenting sponsor at Big Brothers Big Sisters Columbia Northwest 2023 Gala, “Building Bridges Together,” held September 16 at the Portland Art Museum in Portland,…
Ella is the co-founder of Wellth Works, a preeminent consultancy and coaching agency for emerging and established female family leaders.…
Colin Devine is Principal of C. Devine & Associates as well as Operating Partner with Health Catalyst Capital, a venture capital fund that in high-growth InsurTech-enabled businesses.…
Jennifer: A huge part of a person’s wellbeing is being able to live life proudly and feel accepted.…
Innovation is in M’s DNA. M began the rebrand process 18 months ago as a part of our strategic plan. The initiative couldn’t have been timelier, as the pandemic has moved so much of our lives online.…
“One of the biggest things, especially working in the insurance industry, is thinking about breaking tasks into tangible, meaningful parts,” said.…
This is the first event of its kind for the two organizations and an extension of the. growing relationship that began in 2019.…
Cohort 5 is notable for its diversity, not just in terms of backgrounds, but also hobbies and interests.…
He is known for predicting the outcomes of Washington deliberations and providing financial advisors and investors with strategies to consider in light of the changing political landscape.…
