Operations Simplicity Agent Center Tip: Optimizing the Inforce Action Center Here is a quick operational tip to help you get the most out of the Inforce Action Center and streamline your client communications. The Quick Tip Whenever you are reviewing client event notifications and see the “Add Email Address” prompt, be sure to enter your […]
Simplicity’s best and brightest faces from sales teams across the country recently gathered in Nashville for a week of team-building, collaboration and a look at the latest resources that our Advisor Development Consultants can leverage to help grow your business. Check out the highlights! Marketing InsurMark’s Biz Bucks Reimbursement Program Does your current IMO relationship
Sales Advanced Sales Training Jul 30-31, Minneapolis, MN Advanced Sales Training Jul 29-31, Minneapolis, MN This in-person event is designed for financial professionals looking to improve their overall sales proficiency. From lead generation to closing new clients, Advanced Sales Training will teach how to harness the power of a proven end-to-end sales experience, shift prospects’
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
Retirement, divorce, loss of a spouse, remarriage, aging, disability, becoming a caregiver…these are all life-changing moments for a client. Can you confidently handle these tough conversations? Join Jack Martin and Dr. Amy D’Aprix, a distinguished expert, speaker, and coach on life transitions, as they explore how to navigate life-changing client conversations during moments that matter
In an increasingly competitive financial services landscape, many advisors are struggling to maintain a strong and steady growth rate. The challenge often lies in standing out, building strong client relationships, and effectively leveraging available resources and strategies. In this episode, Jack Martin delves into the proven strategies and secrets that have enabled successful advisors to
We all may be getting a little obsessed with living longer. And in a world increasingly fixated on longevity, the narrative often centers on financial concerns like outliving assets. But it’s about so much more! In this episode, Jack Martin explores how planning for a longer life journey transcends mere financial calculations and delves into
Are you curious about how top advisors are accelerating their organic growth? Data from 6,000 advisors has revealed some interesting insights! Discover the mindset, strategies, and tools that have propelled advisors to rapid growth in today’s digital age. Jack Martin interviews Robert Sofia, co-founder and CEO of Snappy Kraken, about why some firms thrive while
