Ep #134: Developing Technical Expertise Plus Leadership and Management Skills with Mark Maurer

Mark Maurer is the President and CEO of LLIS, an insurance brokerage and consulting firm that was founded to be a resource and advisor to fee-only financial advisors and their clients. If you are interested in becoming a Certified Financial Planner but don’t see yourself as a lead planner, then this is an episode for you!

Listen in as Mark shares his unexpected journey in the financial planning profession, starting with a phone call from a family member, and leaving his previous career to join the family business and eventually become the succession plan. We also discuss the challenges and rewards Mark faced leading his own parents, how he worked his way up from reviewing disability policies to becoming a subject matter expert in insurance lines, and insights on AI's impact on the insurance industry and financial planning.

You can find show notes and more information by clicking here: https://bit.ly/3WfRIFZ