Jack Martin and Tom Rieman explore the elements that drive a successful advisory practice, with a fresh approach to improving client-advisor relationships.
Jack Martin sits down with Mary Beth Franklin to discuss the newly passed Social Security Fairness Act and its implications for retirement income planning.
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.
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, many advisors fail to have the tough conversations about longevity
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.
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.
Jack Martin speaks with Ari Galper, a renowned authority in trust-based selling. Ari shares his “One Call Sale.”
Jack Martin speaks with Michael Finke, Co-Founder of IncomePath and wealth management professor & researcher at the American College of Financial Services.
One of the most important things advisors can do for clients is to help them pinpoint strategies to optimize retirement income.
Jack Martin sits down with Jeffrey Levine, Chief Planning Officer at Buckingham Wealth Partners, for an in-depth exploration of impending tax legislation.
