Breakthrough Advisor

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 area. Ed highlights how his education and training programs enhance the planning experience for financial advisors, their practice, and clients alike.   

In this episode, you will learn:

Listen in today and learn everything you need to know about protecting your clients’ retirement plan from taxes!

Resources:  InsurMark | IRA Help | Ed Slott | Twitter 

To hear more from Ed, check out our Ultimate Roth IRA Conversion Biz Builder where he leads a fast-paced one-hour training on Roth Conversions.

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 is specifically designed to help financial advisors create meaningful connections and attain better prospects.

In this episode, you’ll learn:

Listen in and learn how Snappy Kraken’s marketing and outsourcing technique can help you and your practice grow!  

Resources:

InsurMark | Snappy Kraken | Snappy Kraken on LinkedIn | Robert Sofia | Snappy Kraken on YouTube 

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