Monday Minute – April 22, 2024
Leading with Longevity Planning On Thursday, April 25th at 11:00 AM Central, we’ll be hosting our next session “Training for Longevity Planning” discussing the tools and strategies advisors are using to convert prospects into loyal clients and improve relationships with existing clients. This is a…
How 6000 Advisors Solved the Growth Puzzle with Robert Sofia (Ep. 62)
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…
Monday Minute – April 15, 2024
Leading with Longevity Planning Join us tomorrow April 16th at 11:00 AM Central for ‘Leading with Longevity Planning – A Guide to Client Conversations’, where we’ll delve into valuable tools for bolstering client relationships and sharing advanced financial planning strategies. Sign up at the link…
Monday Minute – April 8, 2024
Breakthrough Advisor Check out the Breakthrough Advisor podcast for enlightening discussions on navigating our ever-evolving industry. Each episode features profound insights and perspectives from industry experts and special guests, like Dr. Kevin Elko, an elite Mindset coach for athletes and business leaders. Also, don’t forget…
Monday Minute – April 1, 2024
Our thanks to all of the offices that tuned in for our recent Operational Success Academy and took the opportunity to learn from and interact with our Advisor Services team, who are always available to help advisors and their support staff implement best practices to…
Monday Minute – March 25, 2024
Operational Success Academy This week the InsurMark Operational Success Academy returns on March 26th and 27th, 10:00 AM – 3:00 PM with the latest tools, technology and best practices for your business. This interactive two-day virtual event is a great opportunity to meet our Advisor…
Cracking the Client Acquisition Code with Carl Richards (Ep. 60)
Are you struggling to attract clients and close acquisition gaps? It might be time to rethink your marketing approach. Join Jack Martin and Carl Richards, creator of The Behavior Gap and founder of The Society of Advice, to learn how to foster genuine new connections…
Monday Minute – March 18, 2024
Operational Success Academy Next week the InsurMark Operational Success Academy returns with the latest training and best practices to help you and your support staff run your business more efficiently. This interactive two-day virtual event is a great opportunity to meet our Advisor Services team…
Monday Minute – March 11, 2024
How to Wire Your Mindset for Success with Dr. Kevin Elko The latest episode of the Breakthrough Advisor podcast features renowned sports psychologist, mindset coach and Founder’s Club Experience speaker Dr. Kevin Elko. Listen in as Dr. Elko discusses transformational IQ, the power of self-talk,…
How to Wire Your Mindset for Success with Dr. Kevin Elko (Ep. 59)
Every day, advisors face the challenge of adapting to the blistering pace of change that redefines their approach to success. The world has moved beyond IQ, even EQ. Today, TQ, or a transformational mindset, is more critical than ever to stay ahead in the game.