IGO Ep. 9: Speak to Influence — How Advisors Communicate to Build Trust and Grow
In this episode of IGO, Ben Braverman and Jason Raitz delve into the art of communication for financial advisors. Discover how effective communication builds trust and enhances client relationships. Learn the power of storytelling and story catching, and gain practical insights to elevate your comm…
IGO Episode 11: Buy Back Your Time with Heather Bunja from The Admin Effect
In this episode of "In Good Order," Ben Braverman from SMS Financial Solutions sits down with Heather Bunja of the Admin Effect to explore innovative strategies for financial advisors. Discover how the Admin Effect is transforming the way advisors manage their operations, from pre-filling annuity a…
IGO Ep. 13 | Why Most Advisors Avoid Taxes (and Why That’s a Mistake)
IGO Ep. 13 | Why Most Advisors Avoid Taxes (and Why That’s a Mistake)
🎥 Watch the full episode on YouTube (recommended for this episode):👉 https://youtu.be/KkB86xhFv7k
In this episode of In Good Order, Ben Braverman is joined by Tyler Randall to unpack one of the most avoided but impactful topics …
IGO Ep. 14 | Trailblazing Growth: Why the Client Journey Is the Real Growth Strategy
Most advisors think trust begins at the first meeting.
In reality, prospects have already made up their minds long before that conversation ever happens.
In this episode of In Good Order, host Ben Braverman sits down with Joel Crampton, founder of CMO Alpha and author of Trailblazing Growth, to dis…
IGO Ep.15 | Rearview Mirrors vs the Road Ahead in Indexing
In this episode of In Good Order, Ben Braverman is joined by Laurence Black, founder of Index Standard, for a deep dive into one of the most misunderstood parts of modern investing: index construction and volatility control.
As risk control and volatility-managed indexes become more common inside a…
IGO Ep.16| How Financial Advisors Can Use Business Valuation to Win More Business | Cal Parker
In this episode of IGO, Ben Braverman sits down with Cal B. Parker from BizEquity to discuss how financial advisors can use business valuation as a strategic planning tool for business owner clients.
They explore the importance of introducing valuation conversations early, how valuation insights ca…
IGO 17: Roth Conversions 201 + The Retirement Tax Problem
Unlock the secret to maximizing your clients’ retirement wealth—tax strategies that could save thousands and redefine what’s possible. If you’re an advisor who’s still avoiding conversations about taxes and income planning, this episode is your wake-up call.Steve Rohrig, an expert with more retirem…
IGO Ep. 18 | Control Your Inner Voice, Control Your Business | Ricky Kalmon
In Episode 18 of IGO – In Good Order, Ben Braverman sits down with mindset expert, motivational speaker, and author Ricky Kalmon to talk about the role mindset plays in the success of financial advisors and entrepreneurs.
In a business built on trust, conversations, and decision making under pressu…
How AI Companies Can Win Back the Public with Ben Braverman (Partner at Saga Ventures)
Ask Ben anything about the episode here!
Create your own digital mind with Delphi here.
Ben Braverman reveals why the AI industry is losing a narrative war plus how it can win, how he helped build the outbound playbook an entire generation of startups copied, and what the best founders actually l…
IGO Ep. 22 | Divorcing the IRS from your IRA with Annuity Roth Planning
THIS EPISODE SHOULD BE WATCHED ON YOUTUBE
https://www.youtube.com/watch?v=j0E1tRXy84k
Most financial advisors overlook one of the most powerful tools for tax-efficient retirement planning: annuity premium bonuses. In this episode of In Good Order, Ben Braverman reveals how today's unprecedented yi…
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