Monthly Archives: July 2020

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

Finance, Financial, Investing, Retirement, Uncategorized, , , , , , , ,

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

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More

Episode 6 – Marketing and Website Development Strategies for Financial Professionals – With Samantha Russell

Finance, Financial, Investing, Retirement, Uncategorized, , , , , , , ,

As a financial professional, you likely spend most of your time providing clients with high-quality service. 

As a result, it can be difficult to find time to boost your firm through strategic content and digital marketing.

Today, Twenty Over Ten’s Samantha Russell shares her expertise on how financial professionals can implement marketing and website development strategies into their business. Samantha shares the marketing tactics Twenty Over Ten uses to promote financial businesses, along with some practical marketing tips to start implementing today.

In this episode, you’ll learn:

  • How Twenty Over Ten helps financial professionals promote and distribute their content online
  • Why corporations need an established website
  • How content marketing can boost your firm’s online presence 
  • How businesses can benefit Google My Business™  
  • And more!

Tune in to learn how you can start implementing the right digital technology and tools to grow your marketing strategy! 

Resources:  InsurMark | The Breakthrough Advisor Podcast | Samantha Russell | Twitter | LinkedIn |
Twenty Over Ten | InsurMark and Twenty Over Ten 

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More

Episode 5 – Strategies for Reaching Your Peak Performance – With Dr. Kerry Johnson

Finance, Financial, Investing, Retirement, Uncategorized, , , , , , , , , , , , , , , , , , , ,

Many advisors would love to know how to read their clients’ minds, build trusted connections, and increase their business by 80%.

As a business coach, international speaker, and bestselling author, this is exactly what Dr. Kerry Johnson specializes in helping business professionals achieve. Today, Kerry shares his ideas, techniques, and strategies that you can put into practice today for a more successful tomorrow.

In this episode, you will learn:

 

  • How Kerry helps clients increase their business within specific time frames 
  • About the status quo bias and its impact on the advisors-client relationship 
  • How speakers and attendees can benefit from business and financial seminars 
  • The difference between a focused and growth mindset
  • And more!

 

Tune in now to learn about Dr. Kerry Jonson’s business strategies and how they can help you enhance your business and mindset! 

Resources:  InsurMark | Dr. Kerry Johnson: (714) 368-3665

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More