Episodes

On this episode of our Take Action Podcast series hosted by Jason L Smith, we share a special guest interview of Mary Sterk,CFP®. Mary is a Financial Advisor, Author and Mastermind Member at Clarity 2 Prosperity and Senior Vice President of Coaching. Together they discuss the advantages of being in a Mastermind Group, including: Tapping into best practices from like-minded advisors Elevating your business through collaboration and sharing ideas One-on-one and group coaching Access to turnkey...

On this episode of our Take Action Podcast series hosted by Jason L Smith, we share a special guest interview of Mary Sterk,CFP®. Mary is a Financial Advisor, Author and Mastermind Member at Clarity 2 Prosperity and Senior Vice President of Coaching. Together they discuss the advantages of being in a Mastermind Group, including: Tapping into best practices from like-minded advisors Elevating your business through collaboration and sharing ideas One-on-one and group coaching Access to turnkey...

On this episode of our Take Action Podcast series hosted by Jason L Smith, we share a special guest interview of Jim Blair, Lead Consultant at Premier Social Security Consulting LLC. Together they discuss social security, including: How to help maximize your client's benefits Whether Social Security will be there when your clients need it When the best time is for your clients to receive their benefits Permanent mistakes and how to avoid them For financial professional use only. Not for use...

On this episode of our Take Action Podcast series hosted by Jason L Smith, we share a special guest interview of Jim Blair, Lead Consultant at Premier Social Security Consulting LLC. Together they discuss social security, including: How to help maximize your client's benefits Whether Social Security will be there when your clients need it When the best time is for your clients to receive their benefits Permanent mistakes and how to avoid them For financial professional use only. Not for use...

On this episode of our Take Action Podcast series hosted by Jason L Smith, we share a special guest interview of Jim Blair, Lead Consultant at Premier Social Security Consulting LLC. Together they discuss social security, including: How to help maximize your client's benefits Whether Social Security will be there when your clients need it When the best time is for your clients to receive their benefits Permanent mistakes and how to avoid them For financial professional use only. Not for use...

On this episode of our Take Action Podcast series hosted by Jason L Smith, we share a special guest interview of Jamie Hopkins, a professor at The American College and Director of the New York Life Center for Retirement Income. Together they discuss their candid, first-hand experiences with implementing fixed indexed annuities as a bond alternative, including: What is an FIA and how does it work (common misconceptions) How to easily and accurately explain this vehicle to clients Three primary...

On this episode of our Take Action Podcast series hosted by Jason L Smith, we share a special guest interview of Jamie Hopkins, a professor at The American College and Director of the New York Life Center for Retirement Income. Together they discuss their candid, first-hand experiences with implementing fixed indexed annuities as a bond alternative, including: What is an FIA and how does it work (common misconceptions) How to easily and accurately explain this vehicle to clients Three primary...

On this episode of our Take Action Podcast series hosted by Jason L Smith, we share a special guest interview of Jamie Hopkins, a professor at The American College and Director of the New York Life Center for Retirement Income. Together they discuss their candid, first-hand experiences with implementing fixed indexed annuities as a bond alternative, including: What is an FIA and how does it work (common misconceptions) How to easily and accurately explain this vehicle to clients Three primary...

As mixed rulings and opinions continue to develop and speculation begins to build surrounding the SEC’s anticipated fiduciary rule, we continue to urge you to maintain the proactive stance of providing services in the best interest of your clients at all times. In fact, we see this as an opportunity to not only meet regulatory requirements ahead of your competition but to create significant new business opportunities while strengthening existing client relationships! The Certified Financial Fid...

As mixed rulings and opinions continue to develop and speculation begins to build surrounding the SEC’s anticipated fiduciary rule, we continue to urge you to maintain the proactive stance of providing services in the best interest of your clients at all times. In fact, we see this as an opportunity to not only meet regulatory requirements ahead of your competition but to create significant new business opportunities while strengthening existing client relationships! The Certified Financial Fid...

As mixed rulings and opinions continue to develop and speculation begins to build surrounding the SEC’s anticipated fiduciary rule, we continue to urge you to maintain the proactive stance of providing services in the best interest of your clients at all times. In fact, we see this as an opportunity to not only meet regulatory requirements ahead of your competition but to create significant new business opportunities while strengthening existing client relationships! The Certified Financial Fid...

Break free from “growth at all costs” and make 2018 the year you shift your focus and efforts to what really matters—your net profitability! Take control of your business rather than being trapped in a cycle of production to keep up with your marketing and administrative costs. On this episode of our Take Action Podcast series hosted by Jason L Smith, we share a practice spotlight featuring Bryan Bibbo, AIF®. Together they discuss their candid, first-hand experiences with implementing The Cash ...

Break free from “growth at all costs” and make 2018 the year you shift your focus and efforts to what really matters—your net profitability! Take control of your business rather than being trapped in a cycle of production to keep up with your marketing and administrative costs. On this episode of our Take Action Podcast series hosted by Jason L Smith, we share a practice spotlight featuring Bryan Bibbo, AIF®. Together they discuss their candid, first-hand experiences with implementing The Cash ...

Break free from “growth at all costs” and make 2018 the year you shift your focus and efforts to what really matters—your net profitability! Take control of your business rather than being trapped in a cycle of production to keep up with your marketing and administrative costs. On this episode of our Take Action Podcast series hosted by Jason L Smith, we share a practice spotlight featuring Bryan Bibbo, AIF®. Together they discuss their candid, first-hand experiences with implementing The Cash ...

World-renowned business coach Dan Sullivan of Strategic Coach and bestselling author and financial planner Jason L Smith share critical insights on the evolution of the financial services industry over the past 50 years—particularly addressing the issue of transparency in compensation and charging a fee for intellectual capital. Listen in as these thought-leaders discuss the true value of well-documented processes and their impact on your revenue, business valuation and regulatory protection, i...

World-renowned business coach Dan Sullivan of Strategic Coach and bestselling author and financial planner Jason L Smith share critical insights on the evolution of the financial services industry over the past 50 years—particularly addressing the issue of transparency in compensation and charging a fee for intellectual capital. Listen in as these thought-leaders discuss the true value of well-documented processes and their impact on your revenue, business valuation and regulatory protection, i...

World-renowned business coach Dan Sullivan of Strategic Coach and bestselling author and financial planner Jason L Smith share critical insights on the evolution of the financial services industry over the past 50 years—particularly addressing the issue of transparency in compensation and charging a fee for intellectual capital. Listen in as these thought-leaders discuss the true value of well-documented processes and their impact on your revenue, business valuation and regulatory protection, i...

It’s a new world for many financial advisors today between increasing regulation and educated clients needing and expecting coordinated financial plans. The Bucket Plan® turnkey process and best-selling book provides a holistic financial plan that includes insurance, investments, taxes, legacy planning, Social Security strategies and Medicare supplements into a comprehensive and simple plan that clients can easily understand. On today’s Take Action podcast series hosted by Jason L Smith, we sha...

It’s a new world for many financial advisors today between increasing regulation and educated clients needing and expecting coordinated financial plans. The Bucket Plan® turnkey process and best-selling book provides a holistic financial plan that includes insurance, investments, taxes, legacy planning, Social Security strategies and Medicare supplements into a comprehensive and simple plan that clients can easily understand. On today’s Take Action podcast series hosted by Jason L Smith, we sha...

It’s a new world for many financial advisors today between increasing regulation and educated clients needing and expecting coordinated financial plans. The Bucket Plan® turnkey process and best-selling book provides a holistic financial plan that includes insurance, investments, taxes, legacy planning, Social Security strategies and Medicare supplements into a comprehensive and simple plan that clients can easily understand. On today’s Take Action podcast series hosted by Jason L Smith, we sha...

This week we are excited to debut our brand new on-demand Take Action podcast series hosted by Jason L Smith. This practice spotlight features Don Chamberlin, a top financial advisor who has been effectively refining and implementing Social Security strategies in his financial practice for years. On this podcast he will share his candid, first-hand experiences and results including: How to successfully market Social Security services How to transition Social Security prospects into holistic fi...

This week we are excited to debut our brand new on-demand Take Action podcast series hosted by Jason L Smith. This practice spotlight features Don Chamberlin, a top financial advisor who has been effectively refining and implementing Social Security strategies in his financial practice for years. On this podcast he will share his candid, first-hand experiences and results including: How to successfully market Social Security services How to transition Social Security prospects into holistic fi...

This week we are excited to debut our brand new on-demand Take Action podcast series hosted by Jason L Smith. This practice spotlight features Don Chamberlin, a top financial advisor who has been effectively refining and implementing Social Security strategies in his financial practice for years. On this podcast he will share his candid, first-hand experiences and results including: How to successfully market Social Security services How to transition Social Security prospects into holistic fi...