Moving Mountains

Creating a Clear Path Ahead

Mihalovich Life Solutions, LLC

We identify, cultivate, and manage revenue generating partnerships for financial professionals

We are best suited to work with financial advisors that want to increase referrals from:

CPAs
P&C Firms
Banks
Credit Unions
Real Estate Agents
Mortgage Brokers
Health Insurance Brokers

At Mihalovich Life Solutions, we foster an environment of mutually beneficial relationships that build loyalty and multi-generation retention for all parties.

Turning relationships into revenue is what we do best.

Our Mission

Help individuals and business owners access the benefits of working with a group of competent financial professionals.

Our Goal

Help FP’s serve more clients by turning your casual relationships into revenue generating partnerships; by creating simple and customer focused referral programs.

If you are a financial professional and would like to discuss my consulting services, please contact me here

Consulting Services

$ 3,500 6 Months

Two 30-minute virtual sessions 1x1 monthly
Two 1-hour sessions with me accompanying you on approach and prospecting meetings monthly

$ 500 / Month

Referral tracking
License and entity administration
Joint marketing plans
Conflict resolution
Joint event management
ROI reporting and revenue analysis

Consulting Services cover topics such as:

Revenue Share

Common Objections

Pro Forma

-What are my options in the state of Pennsylvania?

-Personal Scripts and joint calls with COI*

What is your current client acquisition cost?

Which lines of business?
- Fixed Insurance
- Advisory
- B/D
What licenses are needed?
What E&O insurance is needed?

-The reputation risk is too great.

-I don’t want to be involved in that aspect of my client’s life.

-I’m not licensed.

-I have a person that refers to me and I refer to them – it works for us.

-How do you procure more of your ideal clients?

-How do you serve more clients?

-How do you turn casual relationships into revenue generating partnerships?

If you would like to book Elizabeth to speak at your next event, please email the date, location, audience, attendee size, and topic choice to [email protected].

List of topics:

-How does a well-run strategic alliance benefit my firm and my clients?

-Wait, can I share fixed insurance with an unlicensed individual? How to structure and license your LLC.

-Learn how to create a systematic referral process increasing profits and efficiencies.

-Prepping for a center of influence partnership; learn what you need to have ready.

-For specific Long-Term Care Cost and Insurance Topics, visit www.ltcinsuranceplanning.com

Book a 15-minute consultation with me to see if I can help you move mountains.

Read Our Blog

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Mihalovich Life Solutions, LLC does not provide financial planning, investment planning, tax or legal advice

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Location

419 Drayton Rd, Dresher PA 19075

Phone

215-527-1004

Email

[email protected]