How Personal Branding + Vulnerability Can Get You to “Yes” Faster
WARNING: This blog could make you feel a little bit uncomfortable. It could also help you push your win rate toward 100 percent. Brace yourself and read on.
Financial Advisor Succession Planning: 5 Strategic Moves to Maximize Business Value in 2025
If you’re a financial advisor nearing retirement, you’re not alone. In this guide, we’ll break down five proven strategies to help financial advisors build a business that’s not only sale-ready—but highly valuable.
Increase Your Win Rate: Proven Techniques for Financial Advisors (Ep. 83)
Join Randy Yost and Deirdre Van Nest as they discuss how she now empowers financial advisors to build trust and connect deeply with clients.
The BIG Question Clients Ask Before Hiring an Advisor
The question clients ask before hiring a financial advisor is “Can I trust you?” Advisors who get a “Yes” grow faster, but the old mindset doesn’t work anymore.
Beyond Optimization: The New Social Security Risks (and How to Solve Them) (Ep. 82)
Jack Martin chats with David Duley, founder of PlanGap, about how advisors can navigate the ever-shifting landscape of Social Security.
Revolutionizing Client Relationships and Acquisition with Tom Rieman (Ep 81)
Jack Martin and Tom Rieman explore the elements that drive a successful advisory practice, with a fresh approach to improving client-advisor relationships.
Understanding the Social Security Fairness Act with Mary Beth Franklin (Ep. 80)
Jack Martin sits down with Mary Beth Franklin to discuss the newly passed Social Security Fairness Act and its implications for retirement income planning.
Every Successful Advisor Deserves A Great Liquidity Event with David Grau Jr (Ep. 79)
Jack Martin interviews David Grau Jr, MBA, CEO of Succession Resource Group and Co-Founder of LendingWell, to discuss the buzz around mergers and acquisitions.
Post-election IRA and tax planning strategies with Ed Slott (Ep. 78)
Jack Martin discusses with Ed Slott how advisors can transform approaches to IRAs and tax planning in the face of changing legislation and economic trends.
Permission to Spend: Next Level Retirement Income Planning with Michael Finke (Ep. 76)
Jack Martin speaks with Michael Finke, Co-Founder of IncomePath and wealth management professor & researcher at the American College of Financial Services.