Monthly Archives: December 2020

Episode 15: Advisor Lessons from 2020

December 23, 2020Finance, Financial, Investing, Retirement, UncategorizedAdvice, Advisor Planning, Advisors, Annuities, Annuity, Baby Boomers, Clients, Coaching, Emotions, Estate Planning, Finance, Growth, Income, Insurance, InsurMark, Jeff Maxey, Learning, Long Term Care (LTC), Marketing, Material, Mentorship, Planning, Portfolio, Research, Responsibility, Retirement, Social Security, Taxes, The Breakthrough Advisor, Volatilitythebreakthroughadvisor

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

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

December 2, 2020Finance, Financial, Investing, Retirement, UncategorizedAdvice, Advisors, Annuities, Annuity, Baby Boomers, Clients, Coaching, Emotions, Estate Planning, Finance, Income, Insurance, InsurMark, Jeff Maxey, Learning, Long Term Care (LTC), Marketing, Material, Planning, Portfolio, Research, Retirement, Social Security, Taxes, The Breakthrough Advisor, Volatilitythebreakthroughadvisor

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

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