Tag Archives: Portfolio

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 5 – Strategies for Reaching Your Peak Performance – With Dr. Kerry Johnson

July 1, 2020Finance, Financial, Investing, Retirement, UncategorizedADO, Advisor, Advisor Development Organization, Advisors, Breakthrough, Breakthrough Advisor, Finance, Finances, Financial, Financial Industry, InsurMark, Jack Martin, Planning, Portfolio, Retirement, Retirement Income, sustainability, Taxes, technology, The Breakthrough Advisor, trendingthebreakthroughadvisor

Many advisors would love to know how to read their clients’ minds, build trusted connections, and increase their business by 80%.

As a business coach, international speaker, and bestselling author, this is exactly what Dr. Kerry Johnson specializes in helping business professionals achieve. Today, Kerry shares his ideas, techniques, and strategies that you can put into practice today for a more successful tomorrow.

In this episode, you will learn:

How Kerry helps clients increase their business within specific time frames
About the status quo bias and its impact on the advisors-client relationship
How speakers and attendees can benefit from business and financial seminars
The difference between a focused and growth mindset
And more!

Tune in now to learn about Dr. Kerry Jonson’s business strategies and how they can help you enhance your business and mindset!

Resources: InsurMark | Dr. Kerry Johnson: (714) 368-3665

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Episode 4 – What to Consider When Planning Your Retirement Income – With Wade Pfau

June 17, 2020Finance, Financial, Investing, Retirement, UncategorizedADO, Advisor, Advisor Development Organization, Advisors, Breakthrough, Breakthrough Advisor, Finance, Finances, Financial, Financial Industry, InsurMark, Jack Martin, Planning, Portfolio, Retirement, Retirement Income, sustainability, Taxes, technology, The Breakthrough Advisor, trendingthebreakthroughadvisor

When planning for the income you’ll need for retirement, it can be difficult to determine which approach is best for you and your needs.

To help you better understand your options, today’s episode of The Breakthrough Advisor features Wade D. Pfau, Ph.D., and professor of retirement income at the American College.

With his extensive knowledge of retirement income planning, Wade shares what you should consider around retirement income, how the retirement landscape is changing, and how planning approaches need to be adjusted accordingly.

In this episode, you’ll learn:

How advisors can use Wade’s books as learning tools
The impact higher tax rates have on the retirement planning process
Different ways to manage risks in retirement
And more!

Tune in to learn how you can plan for your retirement income!

Resources: InsurMark | The Breakthrough Advisor Podcast | Retirement Researcher | Safety-First Retirement Planning

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