The national debt and low tax rates create a unique opportunity for strategic tax planning.

The Roth Blueprint software simplifies the process of managing Roth conversions.

Understanding tax bracket management is crucial for effective financial advising.

Annuities can play a significant role in facilitating Roth conversions.

Maximizing lifetime wealth is a key goal for clients during retirement planning.

Accurate calculation of taxable income is essential for effective Roth conversion strategies.

The Blueprint strategy provides a clear path for clients to achieve tax-free income.

Advisors need a structured sales process to articulate their value to clients.

Virtual appointments and effective marketing are essential for modern financial advisors.

Marc uses real-world examples to help show how advisors can guide their clients in transitioning to a tax-free retirement asset. With FIAs, you can still preserve your principal and improve cash flow flexibility. Marc offers practical insights that empower advisors to help their clients make smarter, more strategic retirement decisions.

Chapters

[Start] Introduction: Marc introduces the purpose of the podcast and covers Roth Conversions.

01:01 The Basics of Roth Conversions: Marc provides an overview of how Roth Conversions work, their tax implications, and why they can be a valuable retirement strategy.

01:56 Using Fixed Index Annuities (FIAs): Marc discusses how FIAs can help with up-front tax costs during Roth Conversions.

03:08 A Walkthrough: Marc presents a real-world scenario to illustrate how advisors can structure a Roth Conversion that leverages FIAs for greater efficiency and growth.

05:37 Conclusion and Takeaways: Marc concludes by emphasizing tax considerations and clarifying steps for advisors who want to explore these strategies further.

Links and Resources

Producer's Prospect Website

Contact Producer’s Prospect

Be a part of the future of the financial services industry. 

Contact us today to get started.

Matt breaks down how poor listening costs advisors money and trust, and shares specific frameworks to deepen client relationships, increase referrals, and communicate more effectively in a distracted, post-pandemic world.

What You’ll Learn:

• The 7 types of listening (and why “active” listening isn’t enough)
• How to use podcasting to build trust and thought leadership
• Where advisors go wrong with AI and how to use it properly
• The difference between transactional clients and relationship-driven ones
• A simple exercise to sharpen your listening skills fast

Ready to learn how to build deeper relationships, grow your influence, and stand out from every other advisor in your market?
👉 Visit meetproducersprospect.com and let’s talk.

Main Points Discussed:

• The rise of AI in marketing: what tools are useful and where they fall short
• Why authenticity matters more than ever in a relationship-driven business
• How to use AI to speed up marketing research and content brainstorming
• The danger of sounding generic or inauthentic with AI-generated content
• Real-world examples of automation tools failing compliance or losing the human touch
• The importance of building connection through emails, podcasts, and social media
• Why clients value personalization—and how to preserve it using tech the right way
• How to conduct an “AI Audit” to find bottlenecks and enhance efficiency
• The critical difference between transactional clients and relationship-rooted clients
• Why “how” is less important than “why” when it comes to client conversations

👉 Ready to build a smarter, more personal marketing system? Subscribe to the Prospect, Produce, Prosper podcast on Spotify, Apple Podcasts, or YouTube. And if you're ready to grow your advisory business with the right systems in place, reach out to us at Producers Prospect and schedule a time to talk.

Main Points Discussed:

• The real secret: marketing first, then sales—not the other way around.
• Why you can’t measure marketing success from just one event or campaign.
• Stuart’s 4–5x ROI formula on dinner seminars—and how consistency pays off.
• How Stuart differentiates himself through boutique branding, custom office space, and a strong digital presence.
• The “Mount Everest” analogy: how to guide clients safely through the decumulation stage.
• Real examples of standout client events: a Thanksgiving brunch, a women-only floral workshop, and spring training outings.
• The importance of first impressions—from title roles like “Director of First Impressions” to five-star office amenities.
• Why the advisor-client relationship is everything, and how to keep nurturing it post-sale.

Want more proven strategies to grow your advisory business? Subscribe to Prospect, Produce, Prosper on YouTube. And if you’re ready to take your business to the next level, visit https://producersprospect.com to connect with Marc and his team.

Main Points Discussed:

• The Largest Wealth Transfer in History: Why advisors need innovative strategies now more than ever.
• Deferred Sales Trust Basics: How it works, including key elements like Tax Code 453.
• Real-World Applications: Helping clients defer taxes on highly appreciated assets and generate retirement income.
• The Done-For-You Process: Why advisors don’t need to navigate the complexities alone, and how the DST team supports implementation.
• Building Relationships with COIs: Using the DST as a conversation starter with CPAs, attorneys, and other professionals.
• The Advisor Advantage: How the DST enhances your value proposition, making you indispensable to clients and referral partners.

👉 Listen to this episode on Spotify, Apple Podcasts, or YouTube. Don’t forget to subscribe for more insights and strategies to grow your practice!

Main Points Discussed:

• The importance of Q4 activity: Learn why the actions you take today will drive results in Q1 2025.
• Setting SMART goals for growth: How to identify your ideal clients, segment them into A, B, and C categories, and plan to duplicate your top performers.
• Leveraging drip marketing: Explore the power of consistent follow-ups to maximize ROI and retain leads.
• Creative holiday marketing ideas: From hosting client appreciation events to educational seminars, we share ways to end the year on a high note.
• Building a cohesive client experience: Learn how to create a marketing plan that resonates with prospects and delivers real value.

Tune in to this episode of Prospect, Produce, Prosper on Spotify, Apple Podcasts, or YouTube. Don’t forget to subscribe for more episodes packed with strategies to help you grow your business.

If you’re ready to take your marketing to the next level, contact us today to schedule a consultation!

Main Points Discussed:

• Marketing vs. Branding: Lucy breaks down the distinction and how both work together to attract and convert clients.
• The Digital Handshake: Why your website is the first impression for potential clients and what they’re looking for when they Google your name.
• 3 Website Must-Haves:
  • Clearly communicate what you do.
  • Highlight how you improve clients’ lives.
  • Include a consistent, standout call-to-action.
• The Website Refresh Timeline: When and how often to update your website, lead generators, and other digital assets.
• Lucy’s Process: A behind-the-scenes look at how Plain Language Marketing builds websites that resonate and convert.

👉 Listen to this episode on Spotify, Apple Podcasts, or YouTube. Subscribe for more insights, and let’s work together to build your business!

Main Points Discussed:

• Slow Down: Why giving your A clients more time can lead to deeper conversations and better insights.
• Engage Feelings: How shifting from "how" to "why" conversations fosters trust.
• Use Social Media: Leveraging platforms like Facebook to personalize client interactions.
• Never Eat Lunch Alone: The power of casual, non-threatening meetings for building rapport.
• Leverage Your Home: Hosting personal events to create authentic connections with clients and their networks.
• Sourcing the Seven Spheres: A unique strategy to identify valuable introductions without being salesy.

👉 Listen to the episode on Spotify, Apple Podcasts, or YouTube. Don’t forget to subscribe and follow for more actionable insights!

Main Points Discussed:

• Why client events matter: Strengthening relationships with existing clients and creating referral opportunities.
• Creative ideas for events: Tailgate parties, retirement celebrations, birthday lunches, and more.
• Building trust through connection: Turning casual social gatherings into relationship-building experiences.
• Making events part of your process: How to plan, budget, and execute consistent client engagement strategies.
• Real-world success stories: Advisors who transformed their practices by embracing client events.

Ready to elevate your client engagement? Listen to this episode on YouTube, Spotify, or Apple Podcasts. Don’t forget to subscribe for more actionable insights, and let us help you implement these strategies in your practice!

Whether you’re a seasoned advisor or just starting out, this episode is packed with actionable insights to help you deepen client trust, overcome objections, and build a thriving practice.

Main Points Discussed:

• The long-term value of client relationships: Eszylfie shares real-life stories about the impact of delivering on promises and how trust compounds over time.
• Turning trust into referrals: Learn why focusing on relationship-building results in exponential growth for your business.
• The importance of process: Marc and Eszylfie explain how having a clear process creates consistency, reduces stress, and ensures client satisfaction.
• Objection handling and language mastery: Insights into the language that drives conversions and the confidence it builds for both clients and advisors.
• Real-world success stories: Hear about advisors who’ve transformed their results through these principles.

Don’t miss out on this game-changing episode! Listen now on Spotify, Apple Podcasts, or YouTube.

Be sure to subscribe for more actionable insights, and let us know how this episode has impacted your approach to sales and relationships.

Main Points Discussed:

• Why Podcasting? Marc and James discuss the immense potential of podcasting to establish financial advisors as thought leaders and the unique benefits it offers over traditional marketing channels like radio and dinner seminars.
• Reaching Ideal Clients: Statistics showing that affluent, educated listeners tune into podcasts, making it an ideal medium for advisors aiming to attract high-net-worth clients.
• Overcoming the Starting Hurdles: Practical tips for advisors on setting up a podcast, including affordable equipment and how Producers Prospect supports compliance and content repurposing.
• Maximizing ROI: Strategies for using podcast content across multiple platforms to enhance brand consistency and increase visibility, as well as tactics for repurposing each episode for social clips, emails, and more.
• Podcasting vs. Traditional Media: A comparison between podcasting and radio ads, highlighting the lasting value of podcast content and how it serves as an asset over time.

Don’t miss this valuable episode for insights on how podcasting can help grow your advisory business! Tune in on Spotify, Apple Podcasts, or watch on our YouTube Channel. Don’t forget to subscribe and share it with fellow advisors looking to expand their influence.

In this episode, Marc Rogers delves into the essential skills needed to master the art of closing sales. He shares valuable insights into the three crucial areas that often trip up advisors: getting in front of the right people, knowing what to say during meetings, and ensuring that business operations are seamless and efficient. Marc and James dive deep into the nuances of successful sales techniques, providing listeners with step-by-step guidance on how to navigate complex client interactions, build lasting relationships, and implement effective sales strategies that can lead to substantial business growth.

We discuss:

• The major challenges advisors face in the sales process.
• Real-life success stories from advisors who have improved their closing rates through mastermind groups.
• Proven techniques to find the right prospects, deliver effective messages, and streamline business processes.

Tune in to get practical advice tailored to help you close more sales so you can help more clients.

To hear the full interview, subscribe on Spotify or Apple Podcasts!

Check out Producers Prospect to learn more about how we support financial advisors in growing their practice.

Marc recaps the recent Prosper Summit Live event, highlighting key takeaways and the unique experiences that made it a success. He emphasizes the importance of having a unified brand message to attract and retain ideal clients.

James and Marc discuss practical digital marketing strategies, including website design, SEO, and social media. They explore how to engage clients meaningfully, ensuring that the high standards of advisory practices are reflected across all platforms.

The conversation also covers the significance of having a detailed, strategic plan for your marketing and branding efforts. By sticking to a specific, methodical, and consistent approach, advisors can achieve their goals and enhance their client interactions.

Marc and James explain why a strong brand is crucial for financial advisors and offer tips for refining marketing approaches to build trust and credibility. They underscore the need for consistency in all aspects of branding and client engagement.

To access James, Marc, and their team, as well as more tools to help grow your practice, give us a call at 800-829-5526 or visit us online: Producers Prospect.

Doug speaks at length about "having a servant's heart."   If your "why" is to serve others, everything else will take care of itself.  In some ways, that's a lost art in today's world.   He also shares a brilliant way he explains his compensation to investors. The words you use are vitally important.

In addition to helping investors and advisors, another piece of Doug's "why" is his foundation, The Gift of Gratitude Foundation, helping military veterans and first responders.  You can learn more about that organization here: https://giftofgratitudefoundation.com/

Marc asks Doug about his perspective on the current market, with the traditional 60/40 mix performing as badly as ever.  Doug explains the upside of fixed index annuities, and how they can be used not just to get clients to retirement, but get them through retirement.

The key is in the details.  Using the right language with your clients, Doug's oversized business cards, and more that shows you care and will go the extra mile for your clients.

And when it comes to dinner seminars, Doug still updates his 3-inch thick manual of how to take care of all the little details.  Spoiler: He'll tell you why he always serves carrot cake.

Email Doug: Doug@conceptsbenefitsfeatures.com

To access Marc and his team, as well as more tools to help grow your practice, give Marc a call at 800-829-5526, or visit online: https://www.producersprospect.com/

Certain brands know how to position themselves as customer-focused and a cut above.  Marc and Jag cite examples from Marriott and Delta to Chick-Fil-A.   Everything about the customer experience and brand matters.   That's what you need to keep in mind for your events.

Marc explains what you need to do for these dinner events - from screening candidates and hitting multiple touchpoints, to picking the restaurant, music, and host to introduce you.   Jag draws on his experience in radio - when you go to a concert, you know which station is the "big" station and which is the also-ran.  They are pretty easy to tell apart. Which do you want to be?

Marc explains how he and his team at Producers Prospect work hand-in-glove with your staff to handle every aspect of this process, both ahead of the event and during it.    Next time, we'll talk about the post-game and the follow-up.

To access Marc and his team, as well as more tools to help grow your practice, give Marc a call at 800-829-5526, or visit online: https://www.producersprospect.com/

We start the show talking about some of the major challenges retirees face today in an ever changing world, and how you, as an advisor, can best be equipped to help them.  This includes sequence of return risk in our current stock market, bond market, and inflationary economy.  Also longevity risk: we are living longer and don't know how long the money will need to last.

Investors no longer fit into one of five cookie-cutter strategies.  That's where Dr. Pfau's RISA Plan comes in. It stands for Retirement Income Style Awareness. This starts with a "probability based" vs "safety first" mindset analysis. Next is "optionality" vs "commitment."  The RISA Plan it helps you determine everything about your investors' risk tolerance and planning mentality.   And interestingly, investors' results from the RISA plan do not tend to change with market or economic conditions, as the research showed between March and September of 2020.  

Wade explains how advisors can employ RISA to best serve their clients.  Knowing how clients answer these questions ahead of time gives you a knowledge of their retirement style as well as how they want to implement financial advice, which can make for a better introductory meeting.  Also, as an advisor, you may have worked with one line of thinking when it comes to retirement planning your whole career.  This may open your eyes as to how to work with investors who have a different style.  It's all about getting investors into a strategy that they will be comfortable with into and throughout retirement.  Dr. Phau explains that may include both investments and insurance.  This leads Marc to ask him about the "bad rap" that annuities often get.

More:

RISA Profile Website: https://risaprofile.com/

American College RICP Program: https://www.theamericancollege.edu/levelup/ricp

Dr. Wade Pfau's Retirement Planning Guidebook: https://www.amazon.com/Retirement-Planning-Guidebook-Navigating-Important/dp/194564009X

Article Marc Referenced on the 60/40 strategy having its worst year since 1936: https://finance.yahoo.com/news/60-40-strategy-worst-year-since-1936-114330825.html

Dr. Pfau's article on Risk Pooling vs. Risk Premium: https://papers.ssrn.com/sol3/papers.cfm?abstract_id=2860775

Dr. Wade Pfau Bio: https://www.theamericancollege.edu/our-people/faculty/wade-pfau

To access this research and more tools to help grow your practice, give Marc a call at 800-829-5526, or visit online: https://www.producersprospect.com/

It all comes down to the data.  Emotions and opinions don't matter.  Mark and his team look at the data, and help you focus on 3 main marketing funnels for your practice, to grow your client base.   But you've got to be willing to do the work, and as Marc Rogers says about your potential clients, be "qualified, committed, and coachable."

As with any small business owner, many financial advisors try to do everything themselves.  But that's no way to grow a business.   To connect with Mark, Marc, and the rest of the team at Producers Prospect, reach out.

Give them a call at 800-829-5526, or visit online: https://www.producersprospect.com/

As a radio personality for 15 years, Jon has parlayed his interviewing and technical experience to create broadcast quality podcasts for advisors all over the country, including this one right here.

Advisors like you are always wanting to find new ways to reach potential clients, and the days of paper mailers, tv ads, and radio shows have gone the way of the dodo.  A podcast creates evergreen content for your current and potential clients, can be used over and over as a marketing tool, and as Marc can attest: they are fun!  It also gives you an opportunity to bring on subject matter experts, tap into their expertise, and as a result, their networks.

Over 80% of Americans age 12+ are familiar with podcasts, but there are a number of myths to dispel in the space.  First, podcasting is not just for young people.  Since the pandemic, it's experienced exponential growth across all demographics.  We also talk about how Apple charts don't matter, and how people are actually finding your podcasts.

Podcasts can be short - you don't have to put together 60 minutes of content for every show.  And your compliance department won't be an obstacle.  They can preview and approve all audio before it publishes to the world.

We've all seen the sales and marketing funnel presentations.   A podcast can skip the first stages of your funnel, because it's creating familiarity and establishing credibility before you even meet a potential client.  Have them listen to a show before coming to your office, or even before you bring Marc to town for a seminar!

What about ROI? Everyone wants to know about ROI before they commit to any sort of marketing. Are you immediately going to sell ads and make money on your show? No.  But the ROI comes in marketing.  If you bring in one high net worth prospect to your practice, the show has paid for itself many times over.

What about video?  Marc and Jag talk about the pros and cons of video, but explain why it's not as important as you may think.

The key to a successful podcast is planning out your content before pressing record.  And the first step is by reaching out to Marc and the team at Producers Prospect.  Find them online at  https://www.producersprospect.com/ or give them a call at 800-829-5596.

Ryan describes the sales and marketing funnel.  Often, we gravitate toward "low hanging fruit" - the 10% of clients that know they have a problem.  But what about the top of the funnel?  What about the 90% of potential clients that don't know they have an issue with their current advisor.  This is where not just dinner seminars themselves, but the touch points before and after, come in.

It may be human nature to write off a dinner seminar participant as a "plate licker" if they don't become a client immediately.  But they might not just be ready. Changing advisors is a complex decision for investors, with potentially life-altering consequences.  Also, where are they in the funnel?  Are they still at the research phase? Maybe they need more information before they're willing to commit?  Maybe topic-specific events can be employed here - related to taxes, social security, and more.

It's all about being in the right place at the right time for when the potential consumer is ready to make a decision. And that means providing value, and fighting off the stereotypes that your dinner seminar or other content is just a "commercial" trying to sell something.

When potential clients move from the research phase to the evaluation phase, you want to have a wealth of material and touchpoints available to them, on their timeline.

Marc closes with an example of a pair of advisors who don't take a dime from potential clients until they complete a seven meeting process.  He explains how and why that works.

Marc and his team at Producers Prospect have launched a turnkey dinner Seminar Steps for Success.. For more information, contact them below.

Contact:

www.producersprospect.com

Email: mrogers@producersprospect.com

Or call 800-829-5596

We start by asking Robert about his 30 years of history in the financial services industry and how it's changed over three decades. After playing football for the Utah Utes and San Francisco 49ers, he's worked with many different types of investments.   And he was ahead of his time in moving parts of the business over from commission-based to fee-based. Diversify for your clients, differentiate yourself from other advisors, and be passionate about your work.

Advisors spend tons of money on advertising and marketing.  Robert talks about figuring out how to market yourself, and the importance of being a good public speaker - or working with someone who is while you build up your skill set.  It also helps when you have a great product.  And that brings us to what Robert and the Estate Planning Team built - the Deferred Sales Trust™, a strategy to defer capital gains tax on the sale of highly appreciated property.

Marc and Jag ask Robert how he explains what he does, to someone at a cocktail party.  After walking through that, he also talks about targeting commercial real estate agents, business brokers, CPAs, and attorneys, and how to get them working for you.

To learn more about what Robert and the Estate Planning Team do, you can visit his website ate https://www.myept.com/

To get started working with Robert and Marc, visit https://www.producersprospect.com/

Or give Marc Rogers a call at 800-829-5526.

We see it all the time - advisors have a great relationship with a client.  Then the client passes away.  In the vast majority of cases (anywhere from 67%-95% depending which study you read), that next generation fires the advisor.  Why? There's no relationship there, and upon the passing of a loved one, there's no way to quickly access capital for funeral expenses and more.

Enter Phil and the Beneficiary Liquidity Plan.  It's a simple form you can have you clients fill out, and it requires no change to your RIA or any other affiliation. It's 3 pages, a 10 minute conversation.  And it enables you to make money on an existing client, while also protecting them, and giving their heirs one less reason to walk away.   When they need money upon death, they're able to access it.  It's part of the Hero Bridge process that Phil uses to help you get introduced to those beneficiaries through your clients. He's got email templates, scripts, a pre-written survey, and more.  This translates to you making $100 per minute on this process. He explains how this "Refrigerator Perry" type of process works.

This is a proven system that Marc and Phil can set you up with.  To find out more, contact Marc at Producers Prospect:

800-829-5596 or ProducersProspect.Com or on social media. 

Find Marc on LinkedIn here: https://www.linkedin.com/in/marcrogersqb14/

Phil Graham has quite a legacy in this business, having raised over $22 billion in assets over his career. As we wrap up, he and Marc discuss the importance of having a mentor, and a mentor who's been where you want to be.  That's where Marc and Producers Prospect come in.  Marc and Phil really believe in giving back to the industry and the people in it.

Skip explains how the key to financial planning is the plan itself, not the products you are selling. When we experience market volatility (as we are now), investors will sometimes question the products.  But if this is all part of a master plan, that plan accounts for volatility when it's created.

The flip side of this is an opportunity for financial advisors to bring in new clients.  Maybe these clients have reached a pain threshold with their old advisor that's causing them to shop around.  This is where branding yourself as a thought leader in your industry comes in.

Create multiple touch points with your clients - have them see your name on the byline of financial publications, have them see your name on television and other media.  And have an opinion.  Skip talks about how these strategies have worked for him.

Also, have investment options available for clients.  The democratization of financial planning has created a lot more access and knowledge for investors.  Be ready to meet them where they are.

Finally, don't lose sight of what's important.  Find a way to maintain your work life balance.  But get to know your clients. Caring about them will go a long way.

Want to improve and grow your practice?  Contact Marc and his team at Producers Prospect at https://www.producersprospect.com/

Or send him an email - mrogers@producersprospect.com.

The Taylor Method is broken down into four parts: the approach, the fact find, the opportunity, and the close.  Eszylfie walks us through his "objection free sales process."  It's not about selling someone a product; it's about solving someone's problem.

If you want this process to work, you have to put in the work.  As Eszylfie says, the elevator to success is broken. You have to take the stairs.

As we wrap up, Marc asks Eszylfie about some of his other projects, including "Mind, Body, Money" - the app, upcoming reality show, and more.

To learn more:

https://www.taylormethod.com/

https://www.mindbodymoney.com/

https://www.producersprospect.com/

Find Eszylfie on social: @EszylfieTaylor

Annuities really have adapted and changed with the times. As Marc says, "they aren't your grandfather's annuities anymore," thanks to the advent of variable annuities and other vehicles.

Annuities can be used to bridge an income gap between where a retiree's social security and investments are, and what they need to live a comfortable retirement.   They also provide a hedge against market volatility, limiting the upside, but eliminating the downside risk. Marc cites some examples of the market being overvalued today - and the fact that we are long overdue for a downturn, and a rise in interest rates.

We highlight the different tools that advisors can use to explain annuities - from blog posts and YouTube videos to podcasts.  And Marc provides some really great analogies to explain annuities in terms that almost anyone can understand.

Contact:

www.producersprospect.com

Email: mrogers@producersprospect.com

Or call 800-829-5596

Today, Marc Rogers of Producers Prospect introduces you to Ryan VanSickle of Leading Response.  Ryan is the data guy.  He will help you research your market and optimize your event to find the high net worth clients that will build your book of business - not the folks who are just out for a free steak dinner.   In this world of "data being the new currency," Ryan has an embarrassment of riches.

It's through Ryan's partnership with Marc, who has tried and true methods on the execution side, that investment in these seminars can pay dividends for you and your business as a financial advisor.   Today, we break down the "dos and don'ts," as well as what your turnkey partnership with Producers Prospect looks like.

Contact:

www.producersprospect.com

Email: mrogers@producersprospect.com

Or call 800-829-5596

This is a question frequently asked of Marc Rogers and his team at Producers Prospect. Looking for referrals is akin to shooting with buckshot, instead of using a sniper.  To reach more of your A-list potential clients, you should be looking for "favorable introductions."

There are many ways to do this, but it starts by identifying your current A-list clients, and having them introduce you to like-minded individuals in their world - what Marc calls "QCC clients" - qualified, committed, and coachable.

It comes down to relationship building -getting "nosy" into your client's lives and getting to know them.  You also want to build relationships with CPAs, attorneys, and other professionals, so that they are giving you favorable introductions to their clients.

The COVID-19 pandemic has accelerated our foray into the digital world.   This is a perfect place to connect with your clients, learn all about them (people put EVERYTHING on Facebook!), and get to know their circles.

Marc explains how a young woman selling CutCo knives made such an impression with him, and the data and science behind why.

Contact Marc at Producers Prospect:

Contact:

www.producersprospect.com

Email: mrogers@producersprospect.com

Or call 800-829-5596

Technology has revolutionized the way we watch television, consume audio, even shop.  The same is true for you, the financial advisor, as you prospect for new clients.   Paper mailers and steak dinner simply don't cut it anymore.

Yes, live events can work, but only when married with a heavy digital approach. You can pre-qualify your leads, but need to target them and follow up with them digitally.  And more importantly, your digital footprint is crucial.  Are you where your potential clients are?  Do you have relevant website content? Are you on Facebook, LinkedIn, Twitter, and Instagram?  Are you doing a podcast?

All of this may seem overwhelming at first, but Marc and his team at Producers Prospect have systems in place to take care of all of these things for you so you can focus on what you do best - meeting with your clients.  

Contact:

www.producersprospect.com

Email: mrogers@producersprospect.com

Or call 800-829-5596

Marc opens up about his personal story, from early mentorship with Doug McDermott to earning multiple honors and awards. He explains how these experiences shaped his approach to business and leadership, which he now shares with advisors everywhere. In the future, you can look forward to a blend of expert interviews, in-depth strategy discussions, and real-world insights on branding, client engagement, and future-proofing your practice.

Chapters
[Start] Welcome to Producer’s Prospect: Marc introduces the show’s purpose and three core pillars: prospect, produce, and prosper.
00:36 Introduction to Marc Rogers: Marc introduces himself and gives a snippet of his background, mentors, and achievements
01:23 The Show’s Purpose: Marc shares his purpose in financial advisory and why he created this show.
02:06 What to Expect: A look into what future episodes will include.

Links and Resources

Producer's Prospect Website

Contact Producer’s Prospect

Be a part of the future of the financial services industry. 

Contact us today to get started.

Founded in 2021 by branding expert/business coach/annuity consultant, Marc Rogers, Producers Prospect has quickly become the one-stop solution for financial professionals looking to modernize their practice with forward-thinking marketing strategies, product positioning, and advanced resources for the digital age of financial services.

Contact:

Website: https://www.producersprospect.com/