The 2022 Secret Formula To Client Loyalty and Abundant Referrals with Julie Littlechild (Ep. 34)
In this episode, Julie Littlechild, the CEO and founder of Absolute Engagement, joins Jack Martin to explain the value of true engagement and leadership when maintaining client and advisor relationships. Julie unpacks the tips you need to start engaging with your clients in the right ways.
Tags: Absolute Engagement Advisors Client Relationships Engagement InsurMark Personalized Experience Podcast The Breakthrough Advisor Value
Using Technology to Level Up! Your Annuity Business with Keith Burger (Ep. 33)
In this episode, Keith Burger, the head of distribution in North America at Luma Financial Technologies, explains what it takes to bring yourself to the next level of financial advising and how Luma Financial Technologies can help you and your business get there.
Tags: Advisor Growth Annuities Client Base Client Experience Financial Advisors Financial Planning Insurance InsurMark Luma Financial Technologies Podcast Products
The Four Traits of a Breakthrough Advisor with Don Quante (Ep. 32)
In this episode, Lifetime MDRT Top of the Table and Million Dollar Advisor, Don Quante reveals four key traits advisors must have to elevate their practice to new heights. Plus, he explains everything you need to know about addressing clients’ long-term healthcare concerns and building the business of your dreams.
Tags: Advisor Client Experience Expertise Families Financial Planning Healthcare InsurMark Long-Term Care Podcast Practice The Breakthrough Advisor Tips
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
Or subscribe with your favorite app by using the address below