Monday Minute – January 30, 2023
Clara Office Hours Ask your Advisor Development Consultant about getting started with Clara and how you can join our upcoming Clara Office Hours session this Wednesday, February 1 at 3:00 PM Central. 30 Minute Spotlight: Athene BCA We know you have many annuity product choices….
The Steps To An Effective Marketing Plan, Part 1 (Ep. 39)
This week, Jack Martin covers three out of the seven elements of an effective marketing plan for financial advisors. Jack shares the key ways to grow in the financial space and how to use these must-know elements to create a strategy to keep your clients engaged.
Monday Minute – January 23, 2023
Level Up in 2023! If you missed last week’s Level Up launch event, well, you missed a good one. But don’t worry, a replay is available when you reach out to your Advisor Development Consultant. Here’s what you missed. Jonah Berger – He’s flat out…
Monday Minute – January 16, 2023
Level Up in 2023! Join us January 17th at 11:00 AM Central for our Level Up event, including: Plus, we’ll be launching our CLARA. This is InsurMark’s game changing digital-first, human-centric digital annuity platform for wealth advisors. Check out the Clara video using the link…
Monday Minute – January 9, 2023
Two For Tuesday with Jeff Sather Tuesday, January 10th at 10am CST, we will be hosting the first installment of a new Monthly program for 2023 called “Two for Tuesdays” in which our own Jeff Sather will host a 45-minute topical deep dive into the…
Monday Minute – January 2, 2023
Level Up in 2023! Our theme for 2023 is LEVEL UP!! We want to help you increase your business as we seek to deliver on our value proposition of helping ambitious life, annuity and wealth advisors build a more successful and sustainable 21st century retirement…
Differentiation & Digitalization: Advisors, Here’s What You Need To Thrive in 2023 with Stephanie Bogan (Ep. 38)
In this episode, uber successful business coach and the founder of Limitless Adviser Coaching, Stephanie Bogan, joins Jack Martin to unpack the keys to being a happier and more successful advisor in 2023. Stephanie details the mindset and strategies that ambitious advisors should adopt in order to experience hockey stick growth in 2023.
The New Retirement Mindset with Dr. Wade Pfau (Ep.37)
In this episode, Jack Martin is joined by Dr. Wade Pfau from The American College of Financial Services. Dr. Pfau unveils must-know strategies for effective retirement planning while detailing the tips and tricks you need to maximize your client’s retirement income through tax planning and efficient distribution.
Your 2022 Playbook for the New Retirement Realities with Dr. Michael Finke (Ep. 36)
This week, professor and expert in retirement investing, income planning, and life satisfaction Michael Finke highlights how advisors can help retirees manage their spending and maximize their investments without outliving their assets. Michael also shares how advisors like you can support clients navigate their retirement income planning during inflationary periods.
Time-Sensitive Tax Planning Tips for Q4 with Ed Slott, CPA (Ep. 35)
In this episode, Jack Martin sits down with Ed Slott to unpack the action items you need to assist your clients with their tax planning. Ed outlines how to approach clients with an efficient and value-packed plan while detailing how these opportunities benefit client loyalty and business growth.