What You Don’t Know About the SECURE Act Could Impact Your Clients — With Jamie Hopkins (Ep. 3)
The SECURE Act is a lot more complicated than most advisors realize. Jamie Hopkins uncovers aspects of the SECURE Act that advisors might be overlooking.
Are You Building a Sustainable 21st-Century Retirement Planning Business? (Ep. 2)
Subscribe Do you know how to build a sustainable business that creates long-lasting value and a highly personalized experience for your clients? In this episode of The Breakthrough Advisor, InsurMark vice president Jeff Maxey uncovers what InsurMark is doing to help advisors digitally transform and…
3 Trends That Are Forever Changing the Advisor Landscape (Ep. 1)
Subscribe Are you equipped to be the resource your clients need in the 21st century? In this episode, Steve Kerns, president and founder of InsurMark, uncovers three irreversible trends that are pushing advisors to adapt or die. Steve also explains how an ADO can help…