If you told clients you have a master plan to help them keep a whole lot more of their hard-earned money by paying a whole lot less in taxes, how would they respond? What if you told them they have a 3-year window to make it happen? According to CPA and IRA expert Ed Slott, […]
Every advisor loves getting referrals from existing clients. Some advisors seem to have a knack for getting referrals, while others struggle to crack the code. If you identify with the latter and haven’t placed a priority on building a referral strategy, you should. It’s a heck of a lot easier (and faster) to close a
Ever feel like your financial services business is buzzing along, only to realize your income is stuck in the same general vicinity as it was last year? You’re working hard, meeting with more clients and prospects than ever, yet you’re struggling to make the big leap forward you so desperately desire? Something’s gotta give, and
“So many advisors are still trying to be somebody else, and this is why they struggle so much. The advisors who are truly allowing themselves to be their own loud, unapologetic selves, that’s where everything freaking changes.” These wise words were shared by ProudMouth influence expert Matt Halloran during a recent episode of The Breakthrough
If you’re like most advisors, you may be struggling to master the fine art of marketing. And let’s get real, we know you’d rather spend your time doing something else, like closing leads. There has to be a better way … and there is. You just need to release the Kung Fu Grip on your
In his recent post in the Investment Times, Hartford Funds VP Ryan Sullivan shared some impactful recommendations for advisors struggling to serve clients in an economy fraught with turmoil. You know, like 2023, where inflation persists (though slowing) and recession may (or may not) be right around the corner? The post, “When the going gets
Way back in 2015, McKinsey & Company released a report revealing some mighty compelling statistics about the viability of virtual financial advising. Of note, the renowned management consulting firm estimated that 42 million households, representing $66 billion in annual revenues were “prime candidates for virtual advice,” worldwide. In North America alone, a whopping 10 million
Two Things Advisors Must Do to Succeed in 2023 (and Beyond) Have you ever asked yourself: How can I build a successful business and also have the time and freedom to enjoy that success? That’s a question Stephanie Bogan—a high-performance business coach, strategist and entrepreneur—loves helping advisors answer. Stephanie recently joined us on InsurMark’s Breakthrough
OK, we know you don’t use a crystal ball to peer into the future when it comes to building a financial roadmap for your clients. But what if you had tools that made it easier—and faster—to assess the hundreds of indices out there and home in on FIA options and allocations that really make sense
