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…
Monday Minute – November 27, 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…
Monday Minute – November 20, 2023
Happy Thanksgiving from InsurMark On behalf of ALL of us at InsurMark – as we celebrate the Thanksgiving Holiday – wanted to take a moment to express how thankful we are for you and your partnership with our firm! We are grateful for your business…
Monday Minute – November 13, 2023
Business Planning for 2024 As we’re wrapping up the year, make sure you reach out to your Advisor Development Consultant as we are now doing our business planning calls for 2024. You will not want to miss out on this opportunity as we continue to…
Creating an Unforgettable Client Experience (Ep. 53)
Why are many Americans reluctant to see a financial advisor? Oftentimes, it is because of an unpleasant client experience. But how can advisors transform an unpleasant client experience into a memorable one? Find out in this episode as Jack Martin uncovers the biggest reasons why…
Monday Minute – November 6, 2023
National Long-Term Care Awareness Month National Long-Term Care Awareness Month is observed in November every year. This month-long observance highlights the long-term care needs of men and women over the age of 65, and how they should be assisted in their daily lives. November is…
Monday Minute – October 30, 2023
The New Bull webinar replays Our friends at Alliance for Lifetime Income recently introduced a groundbreaking program that’s bringing advisors a 25% to 50% increase in their business in a matter of months. This program can help you bridge the gap between you and your…
Simplify and De-Mystify Tax Planning with Chris Field (Ep. 52)
Many clients experience a huge gap between the services they expect and the services provided by their advisors. This difference is evident in tax planning. In fact, 92% of clients expect tax planning advice, but only 25% get it! (Source: Spectrem Group) In this episode,…