Make Tax Planning Your 2024 Business Growth Accelerator with Debra Taylor (Ep. 66)
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…
Monday Minute – June 17, 2024
Turning Pro Training Camp Looking for a competitive edge in your business, you’ll want to check out our Turning Pro Training Camp. This eight-week course is led by renowned sports psychologist and mindset coach Dr. Kevin Elko. Our top advisors got to hear from Dr….
Monday Minute – June 10, 2024
Turning Pro Training Camp Starting TODAY: Join us at 3:00 PM Central for our Turning Pro Training Camp featuring renowned sport psychologist and mindset coach expert Dr. Kevin Elko! This exclusive 8-week training course features Dr. Elko’s championship-winning insights and steps for success that can…
Life-Changing Client Conversations at Moments That Matter with Dr. Amy D’Aprix (Ep. 65)
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…
Monday Minute – June 3, 2024
National Annuity Awareness Month June is National Annuity Awareness Month. We are excited to offer you a comprehensive kit packed with valuable content designed to educate your clients on the benefits of annuities. These resources can also help you connect with new prospects and enhance…
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…