How Personal Branding + Vulnerability Can Get You to “Yes” Faster
WARNING: This blog could make you feel a little bit uncomfortable. On the upside, it could also help you push your win rate toward 100 percent. Brace yourself and read on.
Quality Advice: The Antidote to Not-So-Stellar Organic Growth
Advisors continue to struggle with organic growth. In fact, recent research revealed that organic growth for advisory firms averaged 5.7% in 2023, not the 10-15% growth most firms expect. We also know that the biggest source of business growth is referrals. Advisors who aren’t getting…
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.
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.
Advisors: Stop Asking for Referrals, Become Referable Instead
Advisors can make a difference for clients by having conversations that help them prepare for life-changing transitions.That’s what makes you referable.
Retirement Income: Personalizing the Risks & Solutions with David Blanchett (Ep. 71)
Jack Martin and David Blanchett of PGIM DC Solutions, discuss whether the U.S. is experiencing a retirement crisis or just significant challenges.
Reimagining Retirement Income Planning with Dr. Wade Pfau (Ep. 70)
Jack Martin sits down with Dr. Wade Pfau, to explore developments in annuities, and examine the evolving landscape of retirement income planning.