Michael de Pol

Background

About Michael de Pol

I consult individuals and businesses on all aspects of money management including estate planning, insurance planning, college funding, retirement income planning, asset allocation, I am a trusted advisor. In true entrepreneur fashion 20 years ago I built a broker dealer, Nationwide Planning Associates, Inc, from the ground up that now services approximately 65 registered representatives, four credit unions and thousands of retail customers with approximately 1.5 billion in customer assets. In addition, I founded an insurance agency and an SEC Registered Investment Advisory Firm to complement the broker dealer. I consult, partner with, and supervise financial advisors on business building techniques and best practices. I assist in the transition of seasoned advisors into the broker dealer. I consult and partner with tax professionals and incorporate financial services into their practices. I have a marketing system for accountants which allows their customers to recognize the important financial services offered. I consult bank and credit union executives on how to successfully integrate financial services into their institution. I provide a web based institutional cross selling marketing program that creates financial services leads as well as new business in their traditional business lines. IF YOU ARE A CREDIT UNION OR A BANK, AN ACCOUNTANT OR ACCOUNTING FIRM OR A FINANCIAL ADVISOR, I CAN HELP YOU GENERATE MORE REVENUE AND CREATE AN IMPROVED BUSINESS MODEL THROUGH SYSTEMS AND TALENT THAT I CAN PROVIDE. Although my time is in high demand, I love to meet new people and help others. I can be reached at mdepol@nationwideplanning.com and 201-690-3035. Specialties Retirement Planning, College Planning, Tactical Asset Allocation, Life Insurance, Advising, Trusted, Like-Ability, Marketing, Coaching, Training, Relationship Building, Inspiring, Connector, Consultant, Friend, Golf, Fishing, Boating, Sailing, Hiking, Camping, Traveling.