Episode 16: How to Step Up Your Online Marketing Game — With Robert Sofia



As an advisor, how can you better incorporate marketing and business technology solutions into your practice?

Find out in this episode of The Breakthrough Advisor with Snappy Kraken CEO and chairman, Robert Sofia! 

Robert details Snappy Kraken’s marketing automation and online advertising approach, which is specifically designed to help financial advisors create meaningful connections and attain better prospects.

In this episode, you’ll learn:

  • About Snappy Kraken’s automated marketing growth program for advisors
  • How the firm’s Catalyst program helps financial professionals kick-start their marketing process and presence 
  • Why advisors should always quantify (and be patient) with their marketing results 
  • The importance of diversifying your marketing strategy 
  • And more!

Listen in and learn how Snappy Kraken’s marketing and outsourcing technique can help you and your practice grow!  

Resources:

InsurMark | Snappy Kraken | Snappy Kraken on LinkedIn | Robert Sofia | Snappy Kraken on YouTube 


Episode 15: Advisor Lessons from 2020



2020 has been a challenging year for many, but it has also given us many lessons and tools that we can carry for years to come. 

In this episode, join Jack Martin and Jeff Maxey as they dive into a conversation about the lessons they have learned this year while working through the COVID-19 pandemic and the skills they have acquired along the way.

In this episode, you will learn:

  • Technological changes that have from COVID-19 
  • Soft skills for advisors in this new world of business 
  • How the holidays will be different for advisors  
  • Lessons of gratitude during this unprecedented time  
  • And more!

Tune in now to embark on a journey of reflection with Jack and Jeff! 

Resources:  InsurMark


Episode 14 – 2021 Business Planning for Advisors — With Coach Joe Lukacs



Advisors, you’re likely busy helping clients get their plans in place for the new year. But have you made time to build your own 2021 business plan? 

In this episode, join coach Joe Lukacs as he unveils best practices for advisor business planning. He shares reasons why advisors should create a plan for the new year and breaks down reasons why some advisor’s plans might not work.

In this episode, you will learn:

  • Why creating a plan is an advisor’s ultimate responsibility 
  • Coach Joe’s advice on how to start a plan 
  • Why advisors should always invest in themselves 
  • Coach Joe’s take on the “silver bullet game” and how it determines an advisor’s growth
  • And more!

Advisors, tune in now for crucial points to consider with your 2021 planning!

Resources: InsurMark | 2021 Magellan Strategic Planning Conference (Fabiz Plan) | Coach Joe Lukacs


Episode‌ ‌13‌ ‌–‌ ‌How‌ ‌Q4‌ ‌Can‌ ‌Make‌ ‌Your‌ ‌2020‌ ‌—‌ ‌With‌ ‌Jeff‌ ‌Maxey‌ ‌and‌ ‌Jack‌ ‌Martin‌ ‌ ‌



InsurMark believes that advisors should be continually upgrading their marketing strategies. This year, this belief has become more important than ever.

In this episode, join Jeff Maxey and Jack Martin as they discuss their recent webinar, How Q4 Makes Your 2020. Together, they reveal key ways advisors can improve their client-advisor relationships and share strategies for finishing this unpredictable year on a strong note. 

In this episode, you will learn:

  • Opportunities for fourth-quarter meetings with clients 
  • Why advisor planning improves advisor-client relationships 
  • How intentionality benefits advisors 
  • Why advisors should coach clients on their social security benefits 
  • And more!

Tune in now to discover InsurMark’s marketing approach that will propel you into 2021!  

Resources:  InsurMark:(800) 752-0207 | Prospect Meeting Agenda Template


Episode 12 – Building a Tax-Free Retirement – With Patrick Kelly



Bestselling author Patrick Kelly wants advisors and pre-retirees to realize that building a tax-free retirement is entirely possible.

To achieve this, all you need to do is to work with an individual who fully understands the tax-free retirement strategy.

In this episode, Patrick Kelly discusses this strategy and how it benefits financial advisors and clients alike. Patrick additionally details other key financial strategies around concepts like income tax, legacy, and retirement.

In this episode, you will learn:

  • Patrick’s motivation to write retirement-related books
  • Common retirement savings mistakes
  • Five retirement myths 
  • The government’s policy for overcoming debt-related concerns 
  • And more!

Listen now and discover how Patrick’s strategies can help your clients achieve their best retirement!

Resources:  InsurMark | Tax-Free Retirement 


Episode 11 – Creating Income That Won’t Outlast Your Retirement — With Mike Harris and Jon Rosborough



The Alliance for Lifetime Income believes that no American should face the prospect of running out of money in retirement. That’s why they’re helping Americans create plans that will ensure they can live their lives without running out of money.

In this episode, join The Alliance for Lifetime Income’s Mike Harris and Jon Rosborough and discover the ways they are paving the way towards a more secure future. Together, they share everything from the role of annuities during uncertain times to how their organization is changing the ways Americans think about retirement.

In this episode, you will learn:

 

  • About The Alliance for Lifetime Income’s retirement approach
  • The importance of financial awareness, education, and help
  • How advisors can benefit from retirement-related educational material
  • Ways financial advisors and professionals can better connect with clients 
  • And more!

 

 

Tune in to discover the power of The Alliance for Lifetime Income and ways your clients can face their retirement with confidence! 

Resources:  InsurMark | The Alliance for Lifetime Income | Jon RosboroughContact The Alliance for Lifetime IncomeOwn the Base Advisor Presentation | 3 Keys to Income Planning Client Presentation | Savings, Income and Lifestyle | What Path Will You Take in Retirement? | Income Hierarchy | More Free Resources


Episode 10 – How to Connect the Dots to Avoid the Worst of the Worst – With Brett Saso



Retirement Architecture’s Brett Saso doesn’t believe in looking at your past life experiences as failures. Instead, he says we should consider our life experiences as stepping stones that will help us connect the dots of our lives for a stronger tomorrow.

In this episode, join Brett as he shares his first-hand experience with failure and how it helped him take a protection-first stance with his finances to avoid the worst of the worst — and why he’s now encouraging advisors to do the same with their clients.

In this episode, you will learn:

Why advisors should avoid one-size-fits-all advice 

  • How Brett found prosperity after experiencing the worst years of his life
  • The parallels between The Great Recession and COVID-19
  • Why people should think twice before rejecting annuities and insurance
  • And more!

Tune in now to discover how you can help clients connect the dots with their financial pictures to help protect them from their worst case scenarios!

Resources:  InsurMark | Brett Saso | Retirement Architecture | Blueprint Magazine


Episode 9 – How to Grow Your Financial Practice – With Matt Halloran



While you might have countless ideas on how to improve your advisory practice, how can you actually put those ideas into practice to bring about real change?

In this episode, discover how you can grow your practice with key tips and tricks from Top Advisor Marketing’s CEO, Matt Halloran. From expanding your financial practice to learning from other common mistakes, Matt breaks down everything financial professionals like you should consider when it comes to marketing and growing your business. 

In this episode, you will learn:

  • How Top Advisor Marketing is helping advisors put their growth strategies into practice
  • Time management tips for financial experts
  • Why you need a niche market 
  • Books that advisors should read and review 
  • And more!

Listen now to discover new ideas and inspiration for how you can continue to grow as an advisor! 

Resources:  InsurMark | Top Advisor Marketing  | Matt Halloran  


Episode 8 – Retirement Research Insight for Advisors – With David Blanchett



As Morningstar Investment Management’s head of retirement research, David Blanchett, PhD, CFA, CFP® is driven to uncover ways people, and advisors, can create better outcomes.

In this episode, David shares some of the latest insight he’s gained through his research, covering everything from the value of professional advice to the value of creating income for life.

In this episode, you’ll learn:

 

  • How different investment approaches can impact the way investors navigate market volatility
  • Why advisors should weigh the pros and cons of how they quantify outcomes
  • How advisors can help manage emotions during the investment process
  • Why guaranteed income is a forgotten household asset
  • And more!

 

Tune in now to learn more about today’s retirement landscape from a researcher’s point of view!

Resources:  InsurMark | David Blanchett | The Mutual Fund Puzzle


Episode 7 – How to Help Clients Plan for Asset-Based Long-Term Care – With Don Quante



Advisors, what happens if your clients get sick? How can you help them pay for the care they need in the most tax- and cost-effective way?

Today, Simplicity Asset-Based LTC’s Don Quante reveals a new way for advisors to think about long-term care advice. Don breaks down asset-based long-term care and the benefits this type of planning can bring to advisors and clients alike. 

In this episode, you will learn:

  • Why advisors should consider asset-based long term care
  • About the Million Dollar Advisor program — and how it benefits advisors
  • How Don and his team train and help advisors in supporting families around life planning, long-term care, and retirement
  • Baby boomers’ greatest worries, and how advisors can help solve them
  • And more!

Tune in now and learn what asset-based long-term care advice can bring to your clients and practice!

Resources:  InsurMark | Simplicity Asset-Based LTC: (800) 752-0207 | Million Dollar Advisor