Monday Minute – April 22, 2024
Leading with Longevity Planning On Thursday, April 25th at 11:00 AM Central, we’ll be hosting our next session “Training for Longevity Planning” discussing the tools and strategies advisors are using to convert prospects into loyal clients and improve relationships with existing clients. This is a…
Monday Minute – April 15, 2024
Leading with Longevity Planning Join us tomorrow April 16th at 11:00 AM Central for ‘Leading with Longevity Planning – A Guide to Client Conversations’, where we’ll delve into valuable tools for bolstering client relationships and sharing advanced financial planning strategies. Sign up at the link…
Monday Minute – April 8, 2024
Breakthrough Advisor Check out the Breakthrough Advisor podcast for enlightening discussions on navigating our ever-evolving industry. Each episode features profound insights and perspectives from industry experts and special guests, like Dr. Kevin Elko, an elite Mindset coach for athletes and business leaders. Also, don’t forget…
Monday Minute – April 1, 2024
Our thanks to all of the offices that tuned in for our recent Operational Success Academy and took the opportunity to learn from and interact with our Advisor Services team, who are always available to help advisors and their support staff implement best practices to…
Monday Minute – March 25, 2024
Operational Success Academy This week the InsurMark Operational Success Academy returns on March 26th and 27th, 10:00 AM – 3:00 PM with the latest tools, technology and best practices for your business. This interactive two-day virtual event is a great opportunity to meet our Advisor…
Monday Minute – March 18, 2024
Operational Success Academy Next week the InsurMark Operational Success Academy returns with the latest training and best practices to help you and your support staff run your business more efficiently. This interactive two-day virtual event is a great opportunity to meet our Advisor Services team…
Monday Minute – March 11, 2024
How to Wire Your Mindset for Success with Dr. Kevin Elko The latest episode of the Breakthrough Advisor podcast features renowned sports psychologist, mindset coach and Founder’s Club Experience speaker Dr. Kevin Elko. Listen in as Dr. Elko discusses transformational IQ, the power of self-talk,…
Monday Minute – March 4, 2024
InsurMark Founder’s Club Experience in Nashville This year’s Founder’s Club Experience is underway in Nashville! Our top advisors are here to share their experiences and best practices, and our carrier partners and industry experts are bringing the latest solutions and training to level up their…
Monday Minute – February 26, 2024
Roth Conversions: Success Stories from the Front Lines This week we’ll be hosting a special session “Roth Conversions: Success Stories from the Front Lines” where we’ll be talking to Tom Duncan from the Advanced Consulting Group at Nationwide. Tom works with advisors every day and…
Monday Minute – February 12, 2024
The Great Money in Motion Tsunami You might have heard about the Great Wealth Transfer, but did you know that there will be over $72T in generational wealth transferred over the next 20 years, not to mention $48T in boomer asset liquidations and over $50T in new Gen…