Monday Minute – April 3, 2023
Video Selling for Advisors: Unlocking the Power of Personalized Videos Many of our guests at the recent Founder’s Club Experience commented on how powerful videos can be with clients and prospects. “The Bitter Pill” from Jeff Sather and another one of our top attendees storyvideos…
Monday Minute – March 27, 2023
Demystify and Simplify Tax Planning Did you miss our webinar last week on “De-mystify and simplify Tax Planning?” You can still catch a replay! 95% of affluent families expect tax planning advice from their financial advisors. Only 25% say they are receiving it. That spells…
Mastering the FIA Index Landscape: Harness Expert Insights and Comprehensive Ratings for Optimal Asset Allocations with Laurence Black (Ep. 42)
This week, Jack Martin sits down with Laurence Black, the founder of The Index Standard®. Laurence explains how his platform is providing clarity and simplifying complex index concepts for financial advisors and their clients.
Monday Minute – March 20, 2023
Demystify and Simplify Tax Planning Are taxes on your client’s mind? If so, please join us tomorrow, March 21st at 3:00 PM Central to learn how to apply a powerful new tool to help you simplify that tax conversation with your most important clients. You…
Monday Minute – March 13, 2023
Two For Tuesday Tune in to our next Two for Tuesday with Jeff Sather to go over sales concepts and solutions leveraging a particular carrier and product that you’re not going to want to miss. Join us at 10:00 AM Central this Tuesday! KaiZen with…
Capitalizing on Inflation and Taxes: A Three-Year Window for Advisors with Ed Slott, CPA (Ep. 41)
Are you an advisor looking to help your clients minimize future tax burdens? In this episode, Ed Slott talks about inflation and taxes while detailing some strategies advisors can use to help clients minimize future tax burdens. Listen in as Ed explains how inflation can…
Monday Minute – March 6, 2023
Rethinking Retirement Tax Planning for 2023 and Beyond During this interactive session, Ed shared his 3-year plan for your clients to capitalize on inflation and taxes and his best IRA and retirement tax planning strategies for 2023. BONUS #1: Learn about the tax planning app one…
Monday Minute – February 27, 2023
Rethinking Retirement Tax Planning for 2023 and Beyond During this interactive session, Ed will share his 3-year plan for your clients to capitalize on inflation and taxes and his best IRA and retirement tax planning strategies for 2023. BONUS #1: We’ll share the tax planning app…
Monday Minute – February 20, 2023
Rethinking Retirement Tax Planning for 2023 and Beyond During this interactive session, Ed will share his 3-year plan for your clients to capitalize on inflation and taxes and his best IRA and retirement tax planning strategies for 2023. BONUS #1: We’ll share the tax planning app…
Monday Minute – February 13, 2023
Level Up in 2023 If you missed our recent live Level Up launch event – you could still take advantage of the shared information. This replay features two well-respected thought leaders sharing with you how to accomplish more this year. Contact your Advisor Development Consultant…