By: Mitch Kaup, Distribution Analysis Manager

Welcome to the third installment of our 9-part series showcasing Penn Mutual's unwavering commitment to financial professionals and how 1847Financial brings these promises to life. Each "Diamond" in the series represents a different aspect of this commitment.

As the Distribution Analysis Manager at 1847Financial, I'm excited to share with you how our local leadership and support can help you build and elevate your financial practice.

Why 1847Financial?

Our network of firms is uniquely positioned to support your business growth, no matter where you are. Each firm is led by a Managing Principal, equipped with a robust team and support model that allows you to operate in any state and location of your choice. Plus, each firm has unique cultures and specialties – so finding the right fit is easy. Whether that’s a local kick-off meeting, or the opportunity to do joint work, or a community service event, there are plenty of opportunities to be part of a team.

Support and Resources

At 1847Financial, each firm provides dedicated field teams that offer personalized care and attention. They help you leverage and navigate the extensive support from 1847Financial, Penn Mutual and our broker-dealer HTK, ensuring you have all the resources you need.

Mentorship and Accountability

Our firms are committed to your success, offering mentorship, goal setting, and accountability partnerships. You'll benefit from:

• Study Groups: Engage in study groups and share best practices.
• Collaboration and Creativity: Collaborate with peers to generate better ideas, enhance productivity, and achieve a balanced work-life dynamic.

Continuous Learning and Development

We believe in continuous professional development. Our learning opportunities include:

• In-Person and Virtual Training: Led by our local firms, these training sessions are designed to enhance your skills and knowledge.
• Self-Paced Learning: Access our Learning Resource Center to learn at your own pace, fitting your professional development into your schedule.
• Regular Development Opportunities: Our structured programs include Quarterly Field Development Days – intensive sessions focusing on personal and professional growth. Weekly 30-Minute Thursdays – short, impactful sessions covering topics like product sales and new business strategies.
  
  

You're Never Alone

At 1847Financial, you're free to manage your practice independently, but you're never on an island. Our local leadership and support ensure that you always have someone to turn to.

Check out the 1847 Firms page to learn more about the local leadership and support that our firms provide.

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