How Q4 Can Make Your 2020 — With Jeff Maxey and Jack Martin (Ep. 13)
The Breakthrough Advisor
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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 … Continue reading Episode 13 – How Q4 Can Make Your 2020 — With Jeff Maxey and Jack Martin →
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Protecting Clients’ Retirement Savings with Tax Planning — With Ed Slott, CPA (Ep. 17)
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