Tag Archives: Data

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

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

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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24. The Value Behind a Data-Driven Approach to Annuities for Advisors With Tamiko Toland

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

Advisors, think about your conversations with clients.

Are you looking to tackle those conversations differently? 

Perhaps a data-driven approach can enable you to better serve and meet your clients’ needs.

This week, CANNEX’s Tamiko Toland joins Jack Martin to highlight the disconnect between advisors and consumers around annuities. Tamiko explains how gen X and baby boomers feel about annuities while revealing how advisors can access valuable tools to efficiently serve clients.

Tamiko discusses:

  • The disconnect between what consumers and advisors think about annuities
  • Why advisors should be open to having conversations with their clients using a different approach
  • What she would like to see from a solutions perspective
  • Ways to  access  a wider variety of tools
  • Reasons why consumers are aligning with annuities 
  • And more!

Resources:

Connect with Tamiko Toland: 

Connect with Jack Martin:

About our Guest:

Tamiko Toland is Director, Retirement Markets for Toronto-based CANNEX. CANNEX has long been known as the leading provider of income annuity pricing and now serves the entire scope of annuity products, including the evaluation of annuities with income guarantees. 

Tamiko supports the retirement industry with research, analysis, and writing on the retirement income industry. Her focus is the individual and institutional (defined contribution) annuity market in the U.S. and Canada. She is a thought leader with 20 years of experience tracking trends and key issues on retirement income, synthesizing commentary and analysis for broad audiences and specific clients. 

 In the interest of supporting the development of the industry, Tamiko serves on the board for the National Association for Fixed Annuities (NAFA) and is an advisor member of the Institutional Retirement Income Council (IRIC).

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