Tag Archives: Clients

23. How To Achieve Objective Index Ratings and Forecasts with Laurence Black from The Index Standard®

August 4, 2021Finance, Financial, Investing, Retirement, UncategorizedAdvisors, Annuities, Clients, Diversification, ETFs, Finances, Forecasts, Indices, InsurMark, Jack Martin, Portfolio, Risk Controlthebreakthroughadvisor

How do you, as an advisor or investment professional, select the best products for your clients?

Have you thought about what makes clients believe that you are always looking out for their best interest?

In this episode, Laurence Black takes a deep dive into everything The Index Standard® is about and how it can help you strengthen your client services.

Laurence highlights how his organization provides advisor-related unbiased index ratings and forecasts and breaks down how these elements act as resources to support client investment decisions according to their individual goals.

Laurence discusses:

Why he created The Index Standard®
Benefits of a diverse portfolio that goes beyond the S&P 500
Using risk control as a mechanism to deliver stable returns and lower drawdowns
Three methods the firm uses to deliver acceptable indices to advisors and their clients
Why Laurence refers to their services as “approachable finance”
Best practices for advisors looking to choose and understand indices for their clients
And more!

Resources:

Connect with Laurence Black:

Connect with Jack Martin:

About our Guest:

Laurence Black is the founder of The Index Standard® and an index advisor to Robert J. Shiller, Sterling Professor of Economics at Yale University.

Before founding The Index Standard®, Laurence was Managing Director and Head of Quantitative Indices and Strategies at Barclays, where he oversaw the development of the Barclays index family. In addition to designing some of the first smart beta/factor indices, Laurence spearheaded Barclays’ index partnerships with Professors Robert Shiller and Nouriel Roubini, as well as Novus Partners.

Before Barclays, Laurence was Head of Indices at ABN AMRO in London and worked at Lehman Brothers, Deutsche Bank, and Credit Suisse.

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22. Viewing Retirement As Personal Preferences Rather Than Behavioral Finance with Wade Pfau, Ph.D., CFA, RICP®

July 21, 2021Finance, Financial, Investing, Retirement, UncategorizedAdvisors, Annuities, Assessment, Clients, InsurMark, Jack Martin, Preferences, Retirement Income, RISA, Strategiesthebreakthroughadvisor

While it’s common for advisors to approach their clients with retirement income questions and predetermined answers, Retirement Researcher also focuses on a wide range of possibilities based on the unique needs of retirees and pre-retirees.

In this episode, the firm’s founder and The American College of Financial Services’ retirement income professor, Wade Pfau, discusses how the company helps advisors like you approach client retirement. Wade also reveals why the best approach to building a retirement income strategy involves remaining open to all the possibilities.

Wade discusses:

Using the Retirement Income Style Awareness Profile (RISA) to determine how to source your client retirement income
The four main retirement income strategies and how to help your clients select the one that suits them best
Annuity puzzle considerations for retirees and pre-retirees
How advisors can use Retirement Researcher’s retirement comprehensive assessment questionnaire for clients
Why there isn’t just one way to approach retirement
And more!

Resources:

Connect with Wade Pfau:

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About our Guest:

Wade Pfau is Retirement Researcher’s founder, a firm all about guiding people along the path to a successful and sustainable retirement by providing modern, sound academic research. Wade is also a retirement income professor at The American College of Financial Services, a higher education institution for financial planners. He earned a Ph.D. in economics from Princeton University in 2003 with a dissertation about Social Security reform and became a CFA charter holder in 2011.

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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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19. Using Genivity to Measure Your Clients’ Wealth and Health With Heather Holmes

June 9, 2021Finance, Financial, Investing, Retirement, UncategorizedClients, Financial Advisors, Genivity, Health, InsurMark, Jack Martin, Jeff Maxey, Lifestyle, Longevity, Science, technology, Wealththebreakthroughadvisor

Did you know that only 11% of clients feel like they can have health and longevity planning discussions with their financial advisors?

Discover how you can encourage your clients to broach this subject with you as their trusted advisor in this week’s conversation with Genivity’s founder and CEO, Heather Holmes. Heather explains how Genevity uses a scientific and health approach to develop personalized financial and longevity projections for advisors based on clients’ lifestyle and goals.

Heather discusses:

The tools and techniques used to create financial and longevity projections for clients
How advisors and their clients can benefit from Genivity as a technological, data-driven, and digital platform
Ways Genivity can help you optimize and be in control of your health and lifestyle
How the InsurMark team integrates Genivity within their longevity conversations with clients
And more!

Resources:

Hear Heather talk about how to use HALO to grow your business at InsurMark’s Ultimate Social Security Biz Builder event on June 22 at 11 AM CT.

Connect with Heather Holmes:

Connect with InsurMark:

InsurMark

About our Guest:

Heather Holmes is Genivity’s founder and CEO. Heather leads the firm’s vision and focuses on product design, business development, and fundraising. She brings a decade of sales, marketing, and market development experience to Genivity from her time in the medical device industry working for Medtronic & Abbott Vascular.

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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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