Mark Triplett

Mark Triplett Email and Phone Number

Passionately serving Triplett-Westendorf Financial Group clients, and coaching financial professionals nationwide to be incrementally better everyday! @ Partners Advantage Insurance Services, LLC
riverside, california, united states
Mark Triplett's Location
Ankeny, Iowa, United States, United States
Mark Triplett's Contact Details

Mark Triplett personal email

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Mark Triplett phone numbers

About Mark Triplett

I believe there are good, honest, and ethical servants whose desire is to enrich the lives of others. They want to give back to the communities they serve and make a profound impact on those who they come in contact with both professionally and personally. They just happen to be in the financial services industry. My team and I are passionate about elevating the financial services industry by challenging these professionals to become incrementally better each day. We believe that by developing better financial advisors we can spread life-changing truths that will positively impact Americans across the county. We need financial advisors who will lead their prospects through a consistent process that shines a bright light on potential threats, encourages accountability, and then empowers them to make a decision and take action towards a brighter future. We believe that with a few simple changes, attention to detail, and a consistent process financial advisors will serve more people in an extraordinary way, and be the envy of their competitors. Financial advisors who have been coachable and willing to follow proven processes have enjoyed a transformational journey. They have experienced exponential growth of their business, and greater personal enjoyment in their lives.Raised on Iowa farm work ethics, I believes your word is your bond, and that if you put other people's interests above your own, and take care of people, you will have a rewarding and successful life.

Mark Triplett's Current Company Details
Partners Advantage Insurance Services, LLC

Partners Advantage Insurance Services, Llc

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Passionately serving Triplett-Westendorf Financial Group clients, and coaching financial professionals nationwide to be incrementally better everyday!
riverside, california, united states
Employees:
100
Mark Triplett Work Experience Details
  • Partners Advantage Insurance Services, Llc
    National Vice President
    Partners Advantage Insurance Services, Llc Nov 2007 - Present
    Urbandale, Iowa
    We've heard financial professional tell us that they could be more successful if only they had more prospects to see. We challenge that theory. We believe that they would be more successful if they had a consistent process leading the right-fit prospects to make a decision and take action. Prospecting is important. We have very successful prospecting programs that consistently place our financial professionals in front of their target market. A great prospecting program creates an opportunity to set appointments. If it does that, it has done its job well. What you do next is arguably more important, however. Most advisors lack a repeatable consistent planning process that leads prospects to identify their problems, take accountability, and make a decisions to fix them. Prospecting and the "planning process" are independent of each other, yet interdependent on one another. If you spend money on prospecting, but don't have a planning process you are wasting money! We coach the right fit advisors to become great. We transform their practice. If they are willing to implement our successful processes and systems they can become the premier financial service firm in their market, and envy of their competitors. We don't teach silly sales ideas. However, we do coach substantive change. Changes in the way financial professionals behave. Changes in the way they communicate with their prospects and clients. Changes in the environment in which they conduct business. In addition to coaching good advisors to be great, we've orchestrated an environment in which insurance and financial advisors receive unbiased case design. Our agnostic approach to product recommendations fits right in with our practice development program. We believe that the end customer's premium dollar must be maximized for their benefit. We strive to offer valuable marketing and prospecting programs, and case design services to insurance agents and financial advisors who share the same belief.
  • Triplett-Westendorf Financial Group
    Ceo
    Triplett-Westendorf Financial Group Jan 2016 - Present
    Triplett Financial Group clients have “deal with it now” attitudes. That’s why they are attracted to the planning process developed by Triplett Financial Group’s founder and CEO Mark Triplett. The step by step process guides them to assess their current condition, to identify potential cracks, take accountability and then empowers them to make a decision to take corrective action.Mark attributes his “deal with it now” attitude to his diagnosis of thyroid cancer at age 15 as a freshman at North Polk High School. “When you get that news, things that were important the day before suddenly seem trivial. You don’t have time to waste, or to pretend nothing is wrong, or ask why me. You and your team of professionals have to assess the situation, weigh the risks and actions to be taken, and then take corrective action to deal with the situation. “Mark believes the same approach applies to retirement income planning. If you are going to have problems in the future, it’s best to know now and deal with it than to pretend nothing is wrong and wait until its too late.Triplett Financial clients generally worked hard for their retirement dollars. Mark selectively seeks to work with first generation wealth. He believes that if you earned it, you view it differently. His favorite clients can relate to his farm-raised work ethic and his character. Although his grandfather passed with few material possessions, the image of hundreds lined up to pay their respects, reminds Mark that nothing is worth more than your character. The experience solidified his belief that when you’re gone stories will be told about how you positively affected others, not your bank balance.You may be surprised to learn that Mark has been the trusted advisor on retirement planning strategies to financial professionals nationwide for decades. Many have turned to him for guidance on their own clients’ retirement planning strategies. He’s passionate about making advisors better.

Mark Triplett Skills

Fixed Annuities Insurance Life Insurance Retirement Financial Advisory Retirement Planning Long Term Care Financial Planners Employee Benefits Iras Term Life Insurance Disability Insurance Marketing Financial Planning Financial Services Wealth Management Series 7 Wealth Whole Life 401k Strategic Financial Planning Long Term Care Insurance Brokers Practice Management Retirement Income Strategies Business Coaching Whole Life Insurance

Mark Triplett Education Details

Frequently Asked Questions about Mark Triplett

What company does Mark Triplett work for?

Mark Triplett works for Partners Advantage Insurance Services, Llc

What is Mark Triplett's role at the current company?

Mark Triplett's current role is Passionately serving Triplett-Westendorf Financial Group clients, and coaching financial professionals nationwide to be incrementally better everyday!.

What is Mark Triplett's email address?

Mark Triplett's email address is mt****@****age.com

What is Mark Triplett's direct phone number?

Mark Triplett's direct phone number is (888) 224*****

What schools did Mark Triplett attend?

Mark Triplett attended Simpson College.

What skills is Mark Triplett known for?

Mark Triplett has skills like Fixed Annuities, Insurance, Life Insurance, Retirement, Financial Advisory, Retirement Planning, Long Term Care, Financial Planners, Employee Benefits, Iras, Term Life Insurance, Disability Insurance.

Who are Mark Triplett's colleagues?

Mark Triplett's colleagues are Mike Schmitt, Yessenia Diaz, Joseph Zuccolotto, Yessenia Diaz, Dan Higgins, Dave Zuccolotto, Curt Armbrust.

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