Video Marketing, Snackable Bites, and Client Testimonials with Laura Garfield (Ep. 69)
Are you leveraging the full potential of video to connect with your clients? Video marketing can transform your financial advisory practice.
Life-Changing Client Conversations at Moments That Matter with Dr. Amy D’Aprix (Ep. 65)
Retirement, divorce, loss of a spouse, remarriage, aging, disability, becoming a caregiver…these are all life-changing moments for a client. Can you confidently handle these tough conversations? Join Jack Martin and Dr. Amy D’Aprix, a distinguished expert, speaker, and coach on life transitions, as they explore…
How 6000 Advisors Solved the Growth Puzzle with Robert Sofia (Ep. 62)
Are you curious about how top advisors are accelerating their organic growth? Data from 6,000 advisors has revealed some interesting insights! Discover the mindset, strategies, and tools that have propelled advisors to rapid growth in today’s digital age. Jack Martin interviews Robert Sofia, co-founder and…
Cracking the Client Acquisition Code with Carl Richards (Ep. 60)
Are you struggling to attract clients and close acquisition gaps? It might be time to rethink your marketing approach. Join Jack Martin and Carl Richards, creator of The Behavior Gap and founder of The Society of Advice, to learn how to foster genuine new connections…
How to Prepare for the Tax Tsunami: Navigating Rising Tax Rates with Tom Hegna (Ep. 58)
In times of uncertainty, people crave certainty. With upcoming elections, a looming national debt of ~$34 trillion, rising tax rates, stock market volatility, and changes in interest rates — clients are facing so much uncertainty today! How do you guide them through this situation? What…
The Growth Engine Blueprint for Advisors with Stephanie Bogan (Ep. 57)
Advisors often fixate on ‘the last mile’ — the final stage of converting leads into clients. They overlook the top of the funnel. It’s imperative to establish a diverse growth model that leverages multiple channels because referrals and COIs alone no longer move the needle!…
Integrating Indexed Annuities Into the 60/40 and Other Portfolios with Laurence Black and Dr. Jay Watson (Ep. 56)
Is the 60/40 portfolio dead? What is it? Why does it matter? Advisors helping clients choose where to allocate their retirement savings increasingly rely on indexed products. Not all products perform the same in different market cycles. Where are markets headed, and how can advisors…
Harnessing Fintech Innovation For 2024 Marketing Success with Diana Cabrices (Ep. 54)
With a rise in FinTech solutions, wealth management has become a rapidly evolving landscape. This demands advisors to stay ahead of the curve — especially with marketing and advice engagement. In this episode, Diana Cabrices, Chief Evangelist to B2B WealthTech Brands, joins Jack Martin. As…
Creating an Unforgettable Client Experience (Ep. 53)
Why are many Americans reluctant to see a financial advisor? Oftentimes, it is because of an unpleasant client experience. But how can advisors transform an unpleasant client experience into a memorable one? Find out in this episode as Jack Martin uncovers the biggest reasons why…
Simplify and De-Mystify Tax Planning with Chris Field (Ep. 52)
Many clients experience a huge gap between the services they expect and the services provided by their advisors. This difference is evident in tax planning. In fact, 92% of clients expect tax planning advice, but only 25% get it! (Source: Spectrem Group) In this episode,…