SHATTERING THE VIRTUAL SALES CEILING
By Jeff Maxey Dec 2020 If virtual selling is the new abnormal, how can you step up your game? We’ve got best practices and insights from …DOWNLOAD NOW >>
Ultimate Roth Conversion
Ultimate Roth Conversion
HOW TO STEP UP YOUR ONLINE MARKETING GAME
Host Robert Sofia Jan 2021 As an advisor, how can you better incorporate marketing and business technology solutions into your practice? … LISTEN NOW >>
Ultimate Roth Conversion
ADDRESSING THE COVID-DRIVEN RETIREMENT RESET
Host Jeff Maxey Jan 2021 According to the Alliance for Lifetime Income (ALI), a recent survey of more affluent retirement savers revealed that 20% of …REGISTER NOW >>
The Breakthrough Advisor
How to Step Up Your Online Marketing Game — With Robert Sofia (Ep. 16)
Subscribe As an advisor, how can you better incorporate marketing and business technology solutions into your practice? Find out in this episode of The Breakthrough Advisor with Snappy Kraken CEO and chairman, Robert Sofia! Robert details Snappy Kraken’s marketing automation and online advertising approach, which is specifically designed to help financial advisors create meaningful connections
The Breakthrough Advisor
Advisor Lessons from 2020 (Ep. 15)
2020 has been a challenging year for many, but it has also given us many lessons and tools that we can carry for years to come. In this episode, join Jack Martin and Jeff Maxey as they dive into a conversation about the lessons they have learned this year while working through the COVID-19 pandemic
The Breakthrough Advisor
Business Planning for Advisors — With Coach Joe Lukacs (Ep. 14)
Advisors, you’re likely busy helping clients get their plans in place for the new year. But have you made time to build your own 2021 business plan? In this episode, join coach Joe Lukacs as he unveils best practices for advisor business planning. He shares reasons why advisors should create a plan for the new
The Breakthrough Advisor
How Q4 Can Make Your 2020 — With Jeff Maxey and Jack Martin (Ep. 13)
Subscribe 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
The Breakthrough Advisor
Building a Tax-Free Retirement – With Patrick Kelly (Ep. 12)
Bestselling author Patrick Kelly wants advisors and pre-retirees to realize that building a tax-free retirement is entirely possible. To achieve this, all you need to do is to work with an individual who fully understands the tax-free retirement strategy. In this episode, Patrick Kelly discusses this strategy and how it benefits financial advisors and clients
The Breakthrough Advisor
Creating Income That Won’t Outlast Your Retirement — With Mike Harris and Jon Rosborough (Ep. 11)
The Alliance for Lifetime Income believes that no American should face the prospect of running out of money in retirement.
The Breakthrough Advisor
How to Connect the Dots to Avoid the Worst of the Worst – With Brett Saso (Ep. 10)
Retirement Architecture’s Brett Saso doesn’t believe in looking at your past life experiences as failures. Instead, he says we should consider our life experiences as stepping stones that will help us connect the dots of our lives for a stronger tomorrow. In this episode, join Brett as he shares his first-hand experience with failure and