Tag Archives: Responsibility

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

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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

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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

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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

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