Monthly Archives: September 2020

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

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

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

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More

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

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

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  

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More