The BIG Question Clients Ask Before Hiring an Advisor
The question clients ask before hiring a financial advisor is “Can I trust you?” Advisors who get a “Yes” grow faster, but the old mindset doesn’t work anymore.
Clients Are Panicked About Social Security: What Can Advisors Do?
Social Security is headed toward insolvency and the Social Security Fairness Act means 3.2 million more will be collecting benefits. Opportunities are huge for advisors who step in to help.
Beyond Optimization: The New Social Security Risks (and How to Solve Them) (Ep. 82)
Jack Martin chats with David Duley, founder of PlanGap, about how advisors can navigate the ever-shifting landscape of Social Security.
Revolutionizing Client Relationships and Acquisition with Tom Rieman (Ep 81)
Jack Martin and Tom Rieman explore the elements that drive a successful advisory practice, with a fresh approach to improving client-advisor relationships.
Understanding the Social Security Fairness Act with Mary Beth Franklin (Ep. 80)
Jack Martin sits down with Mary Beth Franklin to discuss the newly passed Social Security Fairness Act and its implications for retirement income planning.
Every Successful Advisor Deserves A Great Liquidity Event with David Grau Jr (Ep. 79)
Jack Martin interviews David Grau Jr, MBA, CEO of Succession Resource Group and Co-Founder of LendingWell, to discuss the buzz around mergers and acquisitions.
Clients Need to Get Real about Longevity: How Advisors Can Help
The role of the financial professional has evolved dramatically in the past few decades. In the “old days,” advisors acted much like stock brokers, focusing primarily on goal planning and wealth accumulation. Clients expect a whole lot more from advisors today, including retirement planning. Yet,…
Post-election IRA and tax planning strategies with Ed Slott (Ep. 78)
Jack Martin discusses with Ed Slott how advisors can transform approaches to IRAs and tax planning in the face of changing legislation and economic trends.
Elite Advisors Embrace the Life Insurance Game: Here’s Why
Many advisors resist selling life insurance, preferring to focus on securities instead. If you want to serve affluent clients better, it’s time to give life insurance another look.
Trust-Based Selling as an Advisor in a Commoditized Market with Ari Galper (Ep. 77)
Jack Martin speaks with Ari Galper, a renowned authority in trust-based selling. Ari shares his “One Call Sale.”