26. What Financial Advisors Should Expect From Their Websites in 2022 with Graham Turner

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 you should expect from your website and why advisor websites aren’t for everyone. 

24. The Value Behind a Data-Driven Approach to Annuities for Advisors With Tamiko Toland

Advisors, think about your conversations with clients. Are you looking to tackle those conversations differently?  Perhaps a data-driven approach can enable you to better serve and meet your clients’ needs. This week, CANNEX’s Tamiko Toland joins Jack Martin to highlight the disconnect between advisors and…

22. Viewing Retirement As Personal Preferences Rather Than Behavioral Finance with Wade Pfau, Ph.D., CFA, RICP®

While it’s common for advisors to approach their clients with retirement income questions and predetermined answers, Retirement Researcher also focuses on a wide range of possibilities based on the unique needs of retirees and pre-retirees.  In this episode, the firm’s founder and The American College…