Get Ahead With Effective Social Security Planning with Jack Sharry & Jeff Quigley (Ep. 29)

In this episode, LifeYield’s CMO, Jack Sharry, and Senior Vice President, Jeff Quigley, discuss the importance of starting the Social Security conversation with your clients sooner rather than later. Plus, they reveal how you can use their technology when navigating these complex conversations.

Protecting Clients’ Retirement Savings with Tax Planning — With Ed Slott, CPA (Ep. 17)

Subscribe Advisors, how are you helping your clients protect their retirement savings from unnecessary taxation? In today’s episode of The Breakthrough Advisor, join Ed Slott as he reveals ways he’s helping advisors lower their clients’ tax bill and protect what is likely clients’ biggest savings…

How to Step Up Your Online Marketing Game — With Robert Sofia (Ep. 16)

Subscribe As an advisor, how can you better incorporate marketing and business technology solutions into your practice? Find out in this episode of The Breakthrough Advisor with Snappy Kraken CEO and chairman, Robert Sofia!  Robert details Snappy Kraken’s marketing automation and online advertising approach, which…

How‌ ‌Q4‌ ‌Can‌ ‌Make‌ ‌Your‌ ‌2020‌ ‌—‌ ‌With‌ ‌Jeff‌ ‌Maxey‌ ‌and‌ ‌Jack‌ ‌Martin‌ ‌(Ep. 13)

Subscribe InsurMark believes that advisors should be continually upgrading their marketing strategies. This year, this belief has become more important than ever. In this episode, join Jeff Maxey and Jack Martin as they discuss their recent webinar, How Q4 Makes Your 2020. Together, they reveal…

I WANT TO MAKE 2022 MY BEST YEAR!