Tag Archives: Advisors

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

September 23, 2020Finance, Financial, Investing, Retirement, UncategorizedAdvisors, Annuity, Baby Boomers, Construction, Emotions, Finance, Income, Insurance, InsurMark, Jeff Maxey, Long Term Care (LTC), Marketing, Planning, Portfolio, Research, Retirement, The Breakthrough Advisor, Volatilitythebreakthroughadvisor

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

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

September 9, 2020Finance, Financial, Investing, Retirement, UncategorizedAdvisors, Baby Boomers, Emotions, Income, InsurMark, Jeff Maxey, Long Term Care (LTC), Marketing, Planning, Portfolio, Research, Retirement, The Breakthrough Advisor, Volatilitythebreakthroughadvisor

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

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

August 26, 2020Finance, Financial, Investing, Retirement, UncategorizedAdvisors, Baby Boomers, Emotions, Income, InsurMark, Jeff Maxey, Long Term Care (LTC), Marketing, Planning, Portfolio, Research, Retirement, The Breakthrough Advisor, Volatilitythebreakthroughadvisor

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

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

July 29, 2020Finance, Financial, Investing, Retirement, UncategorizedAdvisors, Baby Boomers, Bestseller, InsurMark, Jeff Maxey, Long Term Care (LTC), Marketing, Retirement, The Breakthrough Advisorthebreakthroughadvisor

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

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

July 15, 2020Finance, Financial, Investing, Retirement, UncategorizedAdvisors, Content Promotion, Development, Digital Marketing, InsurMark, Jeff Maxey, Marketing Strategies, The Breakthrough Advisor, Websitesthebreakthroughadvisor

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!

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

July 1, 2020Finance, Financial, Investing, Retirement, UncategorizedADO, Advisor, Advisor Development Organization, Advisors, Breakthrough, Breakthrough Advisor, Finance, Finances, Financial, Financial Industry, InsurMark, Jack Martin, Planning, Portfolio, Retirement, Retirement Income, sustainability, Taxes, technology, The Breakthrough Advisor, trendingthebreakthroughadvisor

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

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