Advisors have three pillars of growth: client retention, increasing share of wallet, and new client acquisition. All three are driven by trust.
There are 3 ways an advisor grows their business: retain and deepen relationships with existing clients. Deepen relationships, increase share of wallet, and attract new clients. Tax planning does all three. In this episode, Jack Martin interviews Debra Taylor, CPA, PFS, CDFA®, JD, renowned tax planning wealth manager and top Carson Wealth advisor. Debra shares
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 to navigate life-changing client conversations during moments that matter
In an increasingly competitive financial services landscape, many advisors are struggling to maintain a strong and steady growth rate. The challenge often lies in standing out, building strong client relationships, and effectively leveraging available resources and strategies. In this episode, Jack Martin delves into the proven strategies and secrets that have enabled successful advisors to
We all may be getting a little obsessed with living longer. And in a world increasingly fixated on longevity, the narrative often centers on financial concerns like outliving assets. But it’s about so much more! In this episode, Jack Martin explores how planning for a longer life journey transcends mere financial calculations and delves into
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 CEO of Snappy Kraken, about why some firms thrive while
Retirees are often so worried about running out of money that they fail to enjoy their golden years to the fullest. As their advisor, you can help them find the confidence to spend. Tune in to Jack Martin’s conversation with Tamiko Toland (aka the Annuity Yoda), co-founder of IncomePath, about how advisors can help clients
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 by taking micro-actions every day. The episode addresses the core
Every day, advisors face the challenge of adapting to the blistering pace of change that redefines their approach to success. The world has moved beyond IQ, even EQ. Today, TQ, or a transformational mindset, is more critical than ever to stay ahead in the game.
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 financial planning opportunities does the current landscape pose? Find out
