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 post Increase Your Win Rate: Proven Techniques for Financial Advisors (Ep. 83) first appeared on Simplicity InsurMark.
28 min
20 February 2025
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. The post Beyond Optimization: The New Social Security Risks (and How to Solve Them) (Ep. 82) first appeared on Simplicity InsurMark.
33 min
3 February 2025
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. The post Revolutionizing Client Relationships and Acquisition with Tom Rieman (Ep 81) first appeared on Simplicity InsurMark.
35 min
13 January 2025
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. The post Understanding the Social Security Fairness Act with Mary Beth Franklin (Ep. 80) first appeared on Simplicity InsurMark.
34 min
3 January 2025
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. The post Every Successful Advisor Deserves A Great Liquidity Event with David Grau Jr (Ep. 79) first appeared on Simplicity InsurMark.
34 min
18 December 2024
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. The post Post-election IRA and tax planning strategies with Ed Slott (Ep. 78) first appeared on Simplicity InsurMark.
33 min
4 December 2024
Trust-Based Selling as an Advisor in a Commoditized Market with Ari Galper (Ep. 77)
Jack Martin speaks with Ari Galper, a renowned authority in trust-based selling. Ari shares his "One Call Sale." The post Trust-Based Selling as an Advisor in a Commoditized Market with Ari Galper (Ep. 77) first appeared on Simplicity InsurMark.
28 min
20 November 2024
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. The post Permission to Spend: Next Level Retirement Income Planning with Michael Finke (Ep. 76) first appeared on Simplicity InsurMark.
34 min
4 November 2024
Breaking Down Tax Changes: What Advisors Need to Know with Jeffrey Levine (Episode 75)
Jack Martin sits down with Jeffrey Levine, Chief Planning Officer at Buckingham Wealth Partners, for an in-depth exploration of impending tax legislation. The post Breaking Down Tax Changes: What Advisors Need to Know with Jeffrey Levine (Episode 75) first appeared on Simplicity InsurMark.
37 min
23 October 2024
What the 4th Quarter and the Planned Tax Shake-up Mean for Advisors with Debra Taylor (Ep. 74)
Jack Martin chats with Debra Taylor about making tax planning a year-round effort. Learn how regular tax strategy can ease the year-end crunch. The post What the 4th Quarter and the Planned Tax Shake-up Mean for Advisors with Debra Taylor (Ep. 74) first appeared on Simplicity InsurMark.
