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
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
