An EPIC Idea for Serving Clients in Volatile Times
In his recent post in the Investment Times, Hartford Funds VP Ryan Sullivan shared some impactful recommendations for advisors struggling to serve clients in an economy fraught with turmoil. You know, like 2023, where inflation persists (though slowing) and recession may (or may not) be…
Five Innovative Ways to Up Your Virtual Advisor GameBetter Virtual Advisor
Way back in 2015, McKinsey & Company released a report revealing some mighty compelling statistics about the viability of virtual financial advising. Of note, the renowned management consulting firm estimated that 42 million households, representing $66 billion in annual revenues were “prime candidates for virtual…
Two Things Advisors Must Do to Succeed in 2023 (and Beyond) Have you ever asked yourself: How can I build a successful business and also have the time and freedom to enjoy that success? That’s a question Stephanie Bogan—a high-performance business coach, strategist and entrepreneur—loves…
Here’s What’s Going on in the Index World with Laurence Black (Ep. 31)
Whether your clients are searching for the best performing indices, ETFs, or annuities, The Index Standard® provides unbiased perspective, objective comparisons, and informative guides that demystify complex index concepts.
How to Approach Taxes for Short and Long-Term Goals With Jeff Levine (Ep. 30)
This week, the Chief Planning Officer at Buckingham Wealth Partners, Jeff Levine, joins Jack Martin to unveil what to expect in 2022 to effectively plan and prepare your client taxes. Jeff also highlights critical considerations to lower your client’s long-term tax spending.
Get Ahead With Effective Social Security Planning with Jack Sharry & Jeff Quigley (Ep. 29)
In this episode, LifeYield’s CMO, Jack Sharry, and Senior Vice President, Jeff Quigley, discuss the importance of starting the Social Security conversation with your clients sooner rather than later. Plus, they reveal how you can use their technology when navigating these complex conversations.
GOING BEYOND ANNUITIES, OTHER VALUABLE RETIREMENT CONSIDERATIONS
Guest speaker Tom Hegna June 2021 Covering everything from retirement income and taxes to life insurance, healthcare, and more. Tom shares his best advice so you too can become …LISTEN NOW >>
FIA & RILA INDICES: THE GOOD, THE BAD, AND THE UGLY
Guest speaker Laurence Black August 2021 Laurence Black, of The Index Standard, highlights how his organization provides advisor-related unbiased index ratings, forecasts and breaks down …LISTEN NOW >>
VALUABLE TIPS AND TRICKS TO ENHANCE RETIREMENT INCOME PLANNING
Guest speaker Mary Beth Franklin July 2021 Mary Beth Franklin is a nationally recognized expert in Social Security and Medicare planning …LISTEN NOW >>