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Member Since: 08/02/12
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My Sample Titles:
  • Financialogoy
  • Risk Series - The Markets
  • Risk Series - Business
  • Beaten Batered and Bruised - The Economies Lessons
  • Practice Management in the new era
  • Why Psychology and Business in financial services are the key to success.
  • Money Management concepts for consistency and less liability.
  • Insurance for todayís Wealth.
  • Understanding how insurance can be effective and unique concepts.
  • Why your competition isnít a problem.
  • Training professional to be professional.
  • What service and marketing really mean today in the financial services industry.
  • Stop Wasting Time
The Advisors Advisor
"Finally an answer to the questions we all face personally and professionally"
Mitchell K. Smith
Deerfield Beach, FL 33441
Rated: Rated 5 Stars by 8 Organizations
Rated 5 Stars by 8 Organizations

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Mitchell K. Smith
Managing Principal of Universal Insurance Services

For the past two decades, Mr. Smith has aided advisors, consumers and corporations in growing their businesses and personal plans through his unique consulting techniques. Recognized as an expert in a variety of areas in the financial services industry, he has turned consulting into an art form, and has worked with firms that include Arthur Anderson, McKinsey and several insurance carriers on everything from advanced case modeling and product design to marketing, business planning and ethics.

Working with some of the nation’s leading RIA’s, Benefit Firms  and top Private Equity firms in the country, he is seen as a specialist, garnering respect as a “go to” for estate planning, corporate design, insurance strategy and exeuctive benefit programs in this complex field.  As a nationally recognized professional speaker, he has spoken on a multitude of subjects in both the insurance and investment fields including economics, wealth preservation, business planning and the psychology of the investor.  A regular featured speaker on NBC’s SmartMoney Today, Mitch discussed current issues and provided potential solutions.  In addition, he has been a frequent contributor to many national magazines such as Business Week, Investment News and Benefits Selling. 

Mitchell has aided advisors and consumers in better understanding the economy and the complications of money, insurance designs and other financial issues.  Creativity and implementation is a definitive strength which has allowed him to develop many programs and businesses. His corporate client list over time has included companies and associations from the Fortune 500 and other major organizations.

Sought after as the advisor’s advisor, Mitchell Smith is the financial, insurance and corporate consulting industries’ “Renaissance Man”.