Tag Archives: Advice

26. What Financial Advisors Should Expect From Their Websites in 2022 with Graham Turner

November 17, 2021Finance, Financial, Investing, RetirementAdvice, Advisors, Data, Growth, Income, InsurMark, Jack Martin, Marketingthebreakthroughadvisor

Advisors, what do you expect from your website?

In this episode, Jack Martin speaks with Graham Turner, the CEO of Advisor Websites, to dig into the elements of advisor websites. With valuable advice for financial advisors heading into 2022, Graham helps you better understand what you should expect from your website and why advisor websites aren’t for everyone.

Plus, Graham discusses the power of fintech and the reasons why some people prefer interacting with financial technology over Facebook or YouTube.

Graham discusses:

Fintech versus YouTube and Facebook: The impact of fintech over the past year
How financial advisors should feel about creating a website
What advisors should expect from their website from a marketing and lead generation perspective
How websites build trust for financial advisors
And more!

Connect with Graham Turner:

Connect with Jack Martin:

About our Guest:

As the CEO of Advisor Websites, British Columbia’s 14th fastest growing business, Graham continually improves his leadership capabilities through formal and informal growth opportunities. He relishes the opportunity to connect with leaders across different industries to share ideas and experiences.

His passion is building and leading teams through collaboration and idea-sharing. Graham seeks to develop and grow individuals and facilitate them finding their passion and bringing out the best of their talent and ambition. He continually looks for ways to drive value through new ideas and ways of thinking, creating innovative data-driven solutions to traditional opportunities.

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21. Social Security & Medicare Summed Up In 35 Minutes with Mary Beth Franklin, CFP®

July 7, 2021Finance, Financial, Investing, Retirement, UncategorizedAdvice, Advisors, Clients, Gaps, InsurMark, Jack Martin, Medicare, Planning, Social Security, Strategy, Taxesthebreakthroughadvisor

Are you an advisor looking to better serve your clients around their Social Security and Medicare needs?

If so, this week’s episode of The Breakthrough Advisor with Social Security expert Mary Beth Franklin is for you!

Join today’s conversation and learn valuable tips and tricks to enhance your clients’ Social Security and Medicare planning. Master some of the best-suited strategies and discover must-know considerations for guiding clients down the path of retirement income planning.

Mary Beth discusses:

Helping rather than selling: Tackling conversations around Social Security and Medicare
Using a restricted application to maximize Social Security benefits
What advisors’ top priorities should be with Medicare planning
The role of Income Related Monthly Adjustment Amounts (IRMAA) in Medicare-related taxes and premiums
The truth about using qualified distributions and annuity income to bridge Medicare gaps
And more!

Resources:

Connect with Mary Beth Franklin:

Connect with Jack Martin:

About our Guest:

InvestmentNews contributing editor, and foremost Social Security expert, Mary Beth Franklin, CFP®, provides up-to-date information on Social Security claiming strategies.

She has been a financial journalist for more than 40 years, covering everything from the federal budget and tax policies to consumer finances as a writer and editor at Kiplinger’s Personal Finance magazine. Mary Beth is a former Capitol Hill reporter at United Press International and retirement and tax editor at Kiplinger Personal Finance.

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Episode 18: How To Develop Your Client Experience Comeback Plan — With Julie Littlechild

March 17, 2021Finance, 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

As an advisor, client experience is a crucial piece of your practice. But what does it mean to deliver a great client experience and how do we evolve client experience going forward?

Explore this and more in today’s episode with Absolute Engagement’s CEO and founder, Julie Littlechild. Julie explains how she helps advisors craft a plan according to their needs to enhance client input, communication, and the overall client experience.

In this episode, you will learn:

Why advisors need to make sure clients are communicating their needs and expectations
Julie’s advice for enhancing the advisor-client relationship
How often an advisor should be interacting with clients
How client needs have changed over time
And more!

Listen in and learn how you as an advisor can use Absolute Engagement as a resource to discover the needs and expectations of your clients!

Resources: InsurMark | Julie Littlechild | Absolute Engagement | Resources | Blog

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Episode 17: Protecting Clients’ Retirement Savings with Tax Planning — With Ed Slott, CPA

March 3, 2021UncategorizedAdvice, 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

Advisors, how are you helping your clients protect their retirement savings from unnecessary taxation?

In today’s episode of The Breakthrough Advisor, join Ed Slott as he reveals ways he’s helping advisors lower their clients’ tax bill and protect what is likely clients’ biggest savings area. Ed highlights how his education and training programs enhance the planning experience for financial advisors, their practice, and clients alike.

In this episode, you will learn:

What advisors need to know about taxes right now
Communication and knowledge as two main client-advisor relationship components
How Ed’s training programs have helped advisors and clients
Ed’s advice for advisors seeking new business opportunities
Reasons why you should never forget about prospective clients
And more!

Listen in today and learn everything you need to know about protecting your clients’ retirement plan from taxes!

Resources: InsurMark | IRA Help | Ed Slott | Twitter

To hear more from Ed, check out our Ultimate Roth IRA Conversion Biz Builder where he leads a fast-paced one-hour training on Roth Conversions.
The Ultimate Roth Conversion Biz Builder | InsurMark

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

January 15, 2021Finance, 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

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

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

November 4, 2020Finance, Financial, Investing, Retirement, UncategorizedAdvice, Advisors, Annuities, Annuity, Baby Boomers, Clients, Coaching, Construction, 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

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

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

October 21, 2020Finance, Financial, Investing, Retirement, UncategorizedAdvice, Advisors, Annuities, Annuity, Baby Boomers, Construction, Emotions, Finance, Income, Insurance, InsurMark, Jeff Maxey, Learning, Long Term Care (LTC), Marketing, Material, Planning, Portfolio, Research, Retirement, The Breakthrough Advisor, Volatilitythebreakthroughadvisor

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

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

October 9, 2020Finance, Financial, Investing, Retirement, UncategorizedAdvice, Advisors, Annuities, Annuity, Baby Boomers, Construction, Emotions, Finance, Income, Insurance, InsurMark, Jeff Maxey, Learning, Long Term Care (LTC), Marketing, Material, Planning, Portfolio, Research, Retirement, The Breakthrough Advisor, Volatilitythebreakthroughadvisor

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!

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