Breakthrough Advisor podcast with Robert Sofia

The latest episode of the Breakthrough Advisor podcast, “How 6,000 Advisors Solved the Growth Puzzle,” features Robert Sofia exploring the factors contributing to the success of select firms. It also features three potent strategies for lead generation and client conversion—all backed by real-world data.

You’ll discover the digital marketing tactics that propelled 6,000 advisors to crack the growth puzzle. Plus – the dynamic impact of event marketing, and the importance of understanding your niche and tailoring your strategy accordingly.

Tax Planning with Debra Taylor

Our upcoming webinar “Tax Planning: Your Business Growth Accelerator for 2024 and Beyond” with special guest and seasoned tax planner Debra Taylor will feature:

  • Tax Planning as a Growth Lever
  • Annual Client Service Calendar
  • Mastering Tax Returns
  • Roth Conversion Strategies
  • Proven Growth Platform
  • Turnkey Marketing Solutions
  • Interactive Q&A

Sign up at the link below to join us Wednesday, May 16th at 11:00 AM Central.

Carrier Updates

Check our Carrier Updates page for the latest news and announcements, including links to resources, webinars and helpful documents. 

MYGA Report

Our MYGA Report also gives you an up-to-date look at the highest interest rate guarantees available through InsurMark.