MARKETING SWAG Network and Coaching Stop Competing on Products. Start Winning Clients With Tax, Estate, and Retirement Strategies They Have Never Seen. A 6-week coaching program for financial advisors and insurance-focused advisors who want to become the “quarterback” for affluent families and pull assets away from wirehouses, robo platforms, and commodity advisors. Reach out to […]
Ten Estate Planning Mistakes Many families unknowingly rely on estate strategies that can lead to probate, increase tax bills, and leave assets vulnerable to outside threats. Join us on January 28th at 11:00 AM Central for a look at the critical mistakes that can dismantle a legacy and actionable insights on how to protect your
2026 Taxes, Medicare and Benefits Update The 2-page update contains information for people that are working, receiving Social Security benefits, receiving Supplemental Security Income (SSI), or are on Medicare 2026 Social Security Changes Approximately 72.5 million Americans will see an increase in their 2026 benefits. What does this mean for your clients? 2026 Tax Summary
MARKETING Mini Audio Seminar Series to Explode Client Acquisition Get Authority. Get Trust. Get Clients. An Authority Positioning Portfolio® Optimizes Your Current Marketing, Boosts Conversions of Purchased Leads, and Makes Filling Seminars a Breeze – So That You Go From Invisible to Invincible! Three program levels are available. Contact your ADC for details. SALES Sharpen your
MARKETING What do you have that is selling for you when you are not working? Your business is unique, your story is personal and your website should reflect that. The first place a client or prospect will go to learn more about you is the internet. Your website should be designed to: Provide a platform
MARKETING Growing your Business with Simplicity Marketing part IV As we approach the end of 2025 and making plans for 2026, I wanted to share some average results our agents are seeing with one of our seminar programs: Advisors hosting 5 to 6 of these events annually can easily add $5–$7 million in additional annuity
MARKETING Growing your Business with Simplicity Marketing part IIThe Truth About Annuities: The Truth About Annuities turnkey workshop system is designed to help you attract a highly targeted audience of motivated annuity buyers. It will give you a multi-marketing platform for communicating how FIAs can be a hallmark of a successful retirement plan, by helping to provide retirees
In this episode of The Breakthrough Advisor™, Jack Martin sits down with Patrick Kelly to explore the powerful benefits of integrating life insurance into retirement strategies.
Advisors have three pillars of growth: client retention, increasing share of wallet, and new client acquisition. All three are driven by trust.
There are 3 ways an advisor grows their business: retain and deepen relationships with existing clients. Deepen relationships, increase share of wallet, and attract new clients. Tax planning does all three. In this episode, Jack Martin interviews Debra Taylor, CPA, PFS, CDFA®, JD, renowned tax planning wealth manager and top Carson Wealth advisor. Debra shares
