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.
Monday Minute – March 4, 2024
InsurMark Founder’s Club Experience in Nashville This year’s Founder’s Club Experience is underway in Nashville! Our top advisors are here to share their experiences and best practices, and our carrier partners and industry experts are bringing the latest solutions and training to level up their…
Monday Minute – February 26, 2024
Roth Conversions: Success Stories from the Front Lines This week we’ll be hosting a special session “Roth Conversions: Success Stories from the Front Lines” where we’ll be talking to Tom Duncan from the Advanced Consulting Group at Nationwide. Tom works with advisors every day and…
How to Prepare for the Tax Tsunami: Navigating Rising Tax Rates with Tom Hegna (Ep. 58)
In times of uncertainty, people crave certainty. With upcoming elections, a looming national debt of ~$34 trillion, rising tax rates, stock market volatility, and changes in interest rates — clients are facing so much uncertainty today! How do you guide them through this situation? What…
Monday Minute – February 12, 2024
The Great Money in Motion Tsunami You might have heard about the Great Wealth Transfer, but did you know that there will be over $72T in generational wealth transferred over the next 20 years, not to mention $48T in boomer asset liquidations and over $50T in new Gen…
The Growth Engine Blueprint for Advisors with Stephanie Bogan (Ep. 57)
Advisors often fixate on ‘the last mile’ — the final stage of converting leads into clients. They overlook the top of the funnel. It’s imperative to establish a diverse growth model that leverages multiple channels because referrals and COIs alone no longer move the needle!…
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…