26. What Financial Advisors Should Expect From Their Websites in 2022 with Graham Turner
In this episode, Jack Martin speaks with Graham Turner, the CEO of Advisor Websites, to dig into the elements of advisor websites. With valuable advice for financial advisors heading into 2022, Graham helps you better understand what you should expect from your website and why advisor websites aren’t for everyone.
Tags: Business Development FinTech Marketing Podcast RIAs Websites
25. Tax Planning Solutions Made Easy For Advisors With Kevin Lozer, CFP®
Every advisor wants to find better tax planning solutions for their clients. Are you one of them? In this episode, Kevin Lozer, co-founder of Holistiplan, joins Jack Martin to share everything you need to know about Holistiplan. Kevin reveals how this tool allows advisors and...Tags: Business Development FinTech Podcast RIAs Roth IRA Taxes
24. The Value Behind a Data-Driven Approach to Annuities for Advisors With Tamiko Toland
Advisors, think about your conversations with clients. Are you looking to tackle those conversations differently? Perhaps a data-driven approach can enable you to better serve and meet your clients’ needs. This week, CANNEX’s Tamiko Toland joins Jack Martin to highlight the disconnect between advisors and...Tags: Annuities FinTech Insurance Podcast Relationship Building Retirement Planning RIAs
23. How To Achieve Objective Index Ratings and Forecasts with Laurence Black from The Index Standard®
How do you, as an advisor or investment professional, select the best products for your clients? Have you thought about what makes clients believe that you are always looking out for their best interest? In this episode, Laurence Black takes a deep dive into everything...22. Viewing Retirement As Personal Preferences Rather Than Behavioral Finance with Wade Pfau, Ph.D., CFA, RICP®
While it’s common for advisors to approach their clients with retirement income questions and predetermined answers, Retirement Researcher also focuses on a wide range of possibilities based on the unique needs of retirees and pre-retirees. In this episode, the firm’s founder and The American College...21. Social Security & Medicare Summed Up In 35 Minutes with Mary Beth Franklin, CFP®
Are you an advisor looking to better serve your clients around their Social Security and Medicare needs? If so, this week’s episode of The Breakthrough Advisor with Social Security expert Mary Beth Franklin is for you! Join today’s conversation and learn valuable tips and tricks...Tags: Annuities Insurance Podcast Relationship Building Retirement Planning RIAs Social Security Taxes
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