Unlock the Secret to Exceptional Organic Growth (Ep. 64)
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…
Monday Minute – May 20, 2024
Tax Planning webinar replay available If you missed our recent webinar “Tax Planning: Your Business Growth Accelerator for 2024 and Beyond,” our special guest tax planning expert Debra Taylor shared insights and strategies that advisors can start using today. We also discussed the latest tools…
Monday Minute – May 13, 2024
Tax Planning with Debra Taylor Join us on May 16th for “Tax Planning: Your Business Growth Accelerator for 2024 and Beyond” with special guest and seasoned tax planner Debra Taylor. In this session, we’ll be discussing how integrating tax planning can drive your business growth,…
Monday Minute – May 6, 2024
Breakthrough Advisor podcast with Robert Sofia The latest episode of the Breakthrough Advisor podcast, “How 6,000 Advisors Solved the Growth Puzzle,” features Robert Sofia exploring the factors contributing to the success of select firms. It also features three potent strategies for lead generation and client…
Living Too Long is About More Than Just Money (Ep. 63)
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…
Monday Minute – April 29, 2024
Longevity Planning webinars If you missed our recent webinars “Leading with Longevity Planning” and “Training for Longevity Planning” these sessions focused on strategies that can help you have better conversations about longevity planning, including insights on how to address longevity with your prospects and existing…
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…