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Paul Wilson
Attended University of Colorado at Colorado Springs
Lives in Denver, CO, United States
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Paul Wilson

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In geographical terms, Herb White’s years in the financial services industry have taken him almost nowhere. In fact, his entire career has taken place within a three-block radius. Nevertheless, the journey has been long, fulfilling and successful. 
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Paul Wilson

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Attendees of the 2014 Advisor Network Summit in Las Vegas were presented with a deluge of sales tips, sound bites and statistics. From inspirational quotes to regulatory predictions to nuts-and-bolts discussions about the products themselves, there was something for everyone.
Attendees of the 2014 Advisor Network Summit in Las Vegas were presented with a deluge of sales tips, sound bites and statistics. From inspirational quotes to regulatory predictions to nuts-and-bolts discussions about the products themselves, there was something for everyone.
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Paul Wilson

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At the age of 71, financial planner Scott Lebin has no plans to slow down. Over the years, he has learned the importance of staying engaged in life and giving back, a lesson he passes along to clients of all ages.
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Paul Wilson

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Many boomers find themselves in the unfamiliar role of providing
support for both aging parents and children struggling to achieve
financial independence. As pressures mount, many are turning to
their advisors for support—and it isn’t limited to financial advice.
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Paul Wilson

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One of the biggest hurdles faced by advisors in the life and health sector is the fact that people hate to think about illness, aging and death. And on some level, who can blame them? It's scary. But as I've written before, there are some very important reasons why we need to get over our fear, or at least learn to handle it like grown ups. 
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From financial planners to health agents to annuity producers, everyone has felt the effects of regulatory restraint on both the local and national level. What changes are yet to come? And how can you adapt in order to survive and thrive in this ever fluctuating environment?
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“How would you feel if I turned my back on you for this entire presentation?” Kathleen Burns Kingsbury, LMHC, CPCC asked the audience as she opened her session “Essential Skills for Advising Women in Couples” at the recent MDRT annual meeting in Toronto. “That’s what many women feel like when they’re meeting with an advisor.”
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People
Have him in circles
31 people
Martin Alvarez's profile photo
Lynette G's profile photo
Ron Pechtimaldjian's profile photo
Andrew Smith's profile photo
Nichole Morford's profile photo
Rachel Schoenly's profile photo
Mindy Lamont's profile photo
Allen Greenberg's profile photo
Bill Coffin's profile photo
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Denver, CO, United States
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Education
  • University of Colorado at Colorado Springs
    2014
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