Here’s What’s Going on in the Index World with Laurence Black (Ep. 31)
Whether your clients are searching for the best performing indices, ETFs, or annuities, The Index Standard® provides unbiased perspective, objective comparisons, and informative guides that demystify complex index concepts.
Tags: Asset Solutions Financial Advisor Forecasting Goals Index Concepts Indices InsurMark Investments Podcast Retirement The Index Standard®
How to Approach Taxes for Short and Long-Term Goals With Jeff Levine (Ep. 30)
This week, the Chief Planning Officer at Buckingham Wealth Partners, Jeff Levine, joins Jack Martin to unveil what to expect in 2022 to effectively plan and prepare your client taxes. Jeff also highlights critical considerations to lower your client’s long-term tax spending.
Tags: Podcast Retirement Planning RIAs Taxes
Get Ahead With Effective Social Security Planning with Jack Sharry & Jeff Quigley (Ep. 29)
In this episode, LifeYield’s CMO, Jack Sharry, and Senior Vice President, Jeff Quigley, discuss the importance of starting the Social Security conversation with your clients sooner rather than later. Plus, they reveal how you can use their technology when navigating these complex conversations.
Tags: Annuities Business Development FinTech Marketing Podcast Relationship Building Retirement Planning RIAs Social Security Trends
Advisors, Here’s Your Top To-Do List For 2022 with Matt Halloran (Ep. 28)
If you are a financial advisor who makes your clients or prospects feel that you have a solution for uncertain times, you have an opportunity to exponentially grow in 2022. In this episode, Jack Martin sits down with ProudMouth’s CRO and co-founder, Matt Halloran. Together,...Tags: 2022 Advisors Client Communication Client Experience Experience Economy InsurMark Niche Marketing Podcast Return on Investment Technology
What Financial Advisors Should Expect From Their Websites in 2022 with Graham Turner (Ep. 26)
Advisors, what do you expect from your website? 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...Tags: Podcast
Or subscribe with your favorite app by using the address below