Tag Archives: Jeff Maxey

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.

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More

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

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More

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

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More

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

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More

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

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More

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

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More

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

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More

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

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More

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!

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More

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

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More