Tag Archives: Marketing

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