Monday Minute – February 5, 2024
Demystify and Simplify Tax Planning This is the time of year when clients need your help with tax planning, so be sure to listen to our recent episode of The Breakthrough Advisor podcast with tax and IRA expert Ed Slott. It’s full of useful advice…
Monday Minute – January 29, 2024
Demystify and Simplify Tax Planning This is the time of year when clients are considering taxes and how best to plan, and we’ve already brought you advice and strategies from experts like Ed Slott and top advisors like Debra Taylor. An easy next step is…
Integrating Indexed Annuities Into the 60/40 and Other Portfolios with Laurence Black and Dr. Jay Watson (Ep. 56)
Is the 60/40 portfolio dead? What is it? Why does it matter? Advisors helping clients choose where to allocate their retirement savings increasingly rely on indexed products. Not all products perform the same in different market cycles. Where are markets headed, and how can advisors…
Monday Minute – January 22, 2024
The Breakthrough Advisor with Ed Slott Our latest Breakthrough Advisor podcast features IRA and tax expert Ed Slott sharing his professional and personal experience with income and estate tax planning for families, and specifically how advisors can position themselves for greater success with affluent families…
Wealth Transfer and Tax Planning Opportunities in 2024 with Ed Slott (Ep. 55)
There is a pressing need for advisors to address the rising wealth transfer concerns. There are also evolving tax legislations to be considered. How can advisors navigate these changing environments? Find out in this episode of The Breakthrough Advisor™ as Ed Slott, founder and president…
Monday Minute – January 1, 2024
Welcome to 2024! This quarter presents one of the biggest advisor opportunities of the year – its tax planning season. And more importantly, there are just 24 months before income and estate taxes are scheduled to increase for your best clients. So, the clock is…
Monday Minute – December 18, 2023
Happy Holidays from InsurMark As we wrap up the year with the holiday season in full swing, we hope you enjoy your time with friends and family. Meanwhile, InsurMark is celebrating our best week in our 40 year history, and rest assured we’re already excited for…
Monday Minute – December 11, 2023
Financial Advisor Growth Flywheel If you missed our recent webinar “The Financial Advisor Growth Flywheel,” we identified the six top performing opportunities that the top 20% of advisors are using to build their business. You’ll learn how to focus on these opportunities and tailor your…
Harnessing Fintech Innovation For 2024 Marketing Success with Diana Cabrices (Ep. 54)
With a rise in FinTech solutions, wealth management has become a rapidly evolving landscape. This demands advisors to stay ahead of the curve — especially with marketing and advice engagement. In this episode, Diana Cabrices, Chief Evangelist to B2B WealthTech Brands, joins Jack Martin. As…
Monday Minute – December 4, 2023
Financial Advisor Growth Flywheel If you are like many financial advisors – one of the problems you face is there is too much information available around financial advisor marketing. A simple Google search yielded 266 million results. This is a flood of information you are…