Publisher - Larry Klein, CPA (retired)
Larry is one of the youngest people in the US to pass the CPA exam at age 19. He then went on to work at a "Big 8" accounting firm and earn his MBA at Harvard Business School.
Larry spent a good portion of his career as a financial advisor to retirees. He was in the top 5% of producers at Prudential Securities.
As a result of his expertise, he developed the Certified Retirement Financial Advisor training for financial professionals. He wrote "Marketing Financial Services to Seniors" and created a library of marketing tools and systems for financial professionals to succeed in the senior market.
Larry has been an invited speaker at national industry conferences (NAIFA, MDRT, Charles Schwab, etc) as well as a paid speaker for broker-dealers and insurance distributors. His articles have appeared in a dozen industry publications including On Wall Street, Financial Planning, Wealth Management, Advisor Today and LifeHeath Pro. He continues to create new content for financial advisors and life insurance professionals at his blog, WealthyProducer.
Editor - Bob Richards
Bob has held various positions in marketing services to financial professionals.