Mark Gremler, RFC, is owner and CEO of Billion Dollar Mentoring and Gremler Financial Group. As a practicing financial planner, Mark and his team handle hundreds of millions of dollars in both fee-based and commission-based business. He is a widely-known financial professional who works as a financial radio show host, author, financial services mentor, and lecturer. Mark has advised some of the largest insurance and financial service companies on how their agents and brokers can run a more successful business and better serve their clients. He has received numerous industry awards and has conducted seminars on financial topics around the world.
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PS102 - Aligning Yourself with Attorneys and CPAs: Making You the Center of Influence