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Heather Schreiber, RICP®
SOCIAL SECURITY & TAX EXPERT
As a member of Aegis Financial’s Team of Experts, Heather’s goal as a consultant is to help you build customized solutions for your clients by incorporating advanced planning strategies that meet your unique client needs in easy-to-understand and deliverable terms.
Heather’s Areas of Expertise:
Meet Heather Schreiber
“My role is to help you in those areas you don’t see day-to-day.“
Meet Bill Broich
“Ninety-two percent of all people conduct an internet search before considering any type of relationship or buying a product.“
INTERNET CREDENTIALS EXPERT
Bill’s Areas of Expertise:
AEGIS WEALTH MANAGEMENT
As Managing Director for Aegis Wealth Management, Rick was instrumental in the creation of the advisor platform and technology stack Aegis Wealth Management provides to its advisors. With an integrated CRM, proprietary risk profiling tool, proprietary proposal generation system, investment analytics, portfolio construction tool, including the very first index annuity capability, and an all-inclusive account aggregation tool. We are an advisor-focused and insurance-friendly RIA solution.
Meet Rick Rumelhart
“The advisor can simply focus on meeting the client and offering the ability to manage their assets, as well as the retirement planning they already do.“
What Makes Our APEX Events So Successful?
“Our industry is a little difficult at times…. providing support for [admin professionals] is something we find extremely important so that they can work together cohesively as a team.“
Administrative Professionals Expo
Our highly-interactive and dynamic training academy is designed to enhance and develop key processes and proficiencies of administrative professionals who support their executives and office team. our goal is to partner with our clients and their staff as an extension of their office. This training academy will prepare your key office staff and assistants to:
BRAND | WEB | VIDEO | PR
Simply put, we help you tell your story so you can make stronger connections with others!
Producer Showcase Video
“This video really helps me to break down walls with new clients.” -Dave S.
Become an Amazon Bestseller
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We’ve eliminated all of that! Our exclusive process captures your thoughts, ideas and stories, without you having to write a single word. Then our publisher formats and organizes your material into a book – and you can become an Amazon #1 Bestseller if you wish!
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