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Increase Your Win Rate: Proven Techniques for Financial Advisors (Ep. 83)

04/02

Join Randy Yost and Deirdre Van Nest as they discuss how she now empowers financial advisors to build trust and connect deeply with clients. 

Breakthrough Advisor, Business Growth, Client Connections, Financial Advisors, Personal Branding

 

Beyond Optimization: The New Social Security Risks (and How to Solve Them) (Ep. 82)

02/20

Jack Martin chats with David Duley, founder of PlanGap, about how advisors can navigate the ever-shifting landscape of Social Security.

Financial Advisors, Financial Advisory, Financial Solutions, Future Planning, Income Protection

 

Revolutionizing Client Relationships and Acquisition with Tom Rieman (Ep 81)

02/03

Jack Martin and Tom Rieman explore the elements that drive a successful advisory practice, with a fresh approach to improving client-advisor relationships.

Advisor Performance, Client Trust, Financial Advice Quality, Financial Advisors, Hyper-Personalization

 

Understanding the Social Security Fairness Act with Mary Beth Franklin (Ep. 80)

01/13

Jack Martin sits down with Mary Beth Franklin to discuss the newly passed Social Security Fairness Act and its implications for retirement income planning.

Financial Advisors, Financial Strategy, Government Pension Offset, InsurMark, Pension Reform

 

Every Successful Advisor Deserves A Great Liquidity Event with David Grau Jr (Ep. 79)

01/03

Jack Martin interviews David Grau Jr, MBA, CEO of Succession Resource Group and Co-Founder of LendingWell, to discuss the buzz around mergers and acquisitions.

Advisor Podcast, Advisory Business, Business Growth, Financial Advisors, Growth Strategies

 

Post-election IRA and tax planning strategies with Ed Slott (Ep. 78)

12/18

Jack Martin discusses with Ed Slott how advisors can transform approaches to IRAs and tax planning in the face of changing legislation and economic trends.

Ed Slott, Financial Advisors, InsurMark, Investment Strategies, IRA Planning

 

Trust-Based Selling as an Advisor in a Commoditized Market with Ari Galper (Ep. 77)

12/04

Jack Martin speaks with Ari Galper, a renowned authority in trust-based selling. Ari shares his “One Call Sale.”

One Call Sale, The Breakthrough Advisor

 

Permission to Spend: Next Level Retirement Income Planning with Michael Finke (Ep. 76)

11/20

Jack Martin speaks with Michael Finke, Co-Founder of IncomePath and wealth management professor & researcher at the American College of Financial Services.

Behavioral Finance, Client Relationships, Financial Advisors, Financial Wellbeing, InsurMark

 

Breaking Down Tax Changes: What Advisors Need to Know with Jeffrey Levine (Episode 75)

11/04

Jack Martin sits down with Jeffrey Levine, Chief Planning Officer at Buckingham Wealth Partners, for an in-depth exploration of impending tax legislation.

Buckingham Wealth Partners, Election Impact, Estate Planning, Financial Advisors, Holistiplan

 

What the 4th Quarter and the Planned Tax Shake-up Mean for Advisors with Debra Taylor (Ep. 74)

10/23

Jack Martin chats with Debra Taylor about making tax planning a year-round effort. Learn how regular tax strategy can ease the year-end crunch.

Client Support, Debra Taylor, Estate Tax Planning, Financial Advisors, InsurMark