Tag Archives: Jeff Maxey

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

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

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

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

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

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

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

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

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! 

Resources:  InsurMark | The Breakthrough Advisor Podcast | Samantha Russell | Twitter | LinkedIn |
Twenty Over Ten | InsurMark and Twenty Over Ten 

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Episode 3: What You Don’t Know About the SECURE Act Could Impact Your Clients — With Jamie Hopkins

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

The SECURE Act is a lot more complicated than most advisors realize. 

In this episode of The Breakthrough Advisor, advisor Jamie Hopkins uncovers aspects of the SECURE Act that advisors might be overlooking, including a language conflict that could keep beneficiaries from accessing money before the 10th year. 

In this episode, you will learn

  • Why Jamie isn’t a proponent of taking emotions out of investing
  • Why the SECURE Act is a tax revenue bill at its core
  • What Jamie’s biggest concern with the act is
  • Five actions for advisors to take in response to the act
  • And more

Tune in now to learn what every advisor must know about the SECURE Act.

Resources:  InsurMark | Jamie Hopkins | Jamie Hopkins on Twitter

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Episode 2: Are You Building a Sustainable 21st-Century Retirement Planning Business?

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

Do you know how to build a sustainable business that creates long-lasting value and a highly personalized experience for your clients?

In this episode of The Breakthrough Advisor, InsurMark vice president Jeff Maxey uncovers what InsurMark is doing to help advisors digitally transform and create sustainable 21st-century retirement planning businesses.

In this episode, you will learn:

  • What big problem InsurMark is solving in order to help advisors create more value in their businesses
  • Why most advisors aren’t realizing much financial value in their businesses despite there being more potential buyers than sellers
  • How advisors benefit from InsurMark’s ADO brand
  • About the features of Hubbard, InsurMark’s new advisor business platform
  • And more

Tune in now to learn how InsurMark is helping advisors grow their businesses and achieve even greater success.

Resources:  InsurMark

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