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 communication skills. Tune in to transform your client interactions and unlock new levels of success.
In Episode 8 of "In Good Order," host Ben Braverman sits down with Sheryl J. Moore, a renowned expert in the insurance industry, to explore the dynamic world of indexed annuities. Discover why this might be the golden age for annuities, learn about the latest trends, and understand how interest rates and market performance influence these financial products. Whether you're a seasoned financial professional or new to the field, this episode is packed with insights and practical knowledge to help you navigate the evolving landscape of annuities.
Highlights:
The current state and future of indexed annuities Innovations and trends reshaping the annuity market The role of education in empowering financial professionals
Tune in to gain valuable insights and stay ahead in the financial world. Don't forget to follow and share with your network!
In this episode of IGO, Ben Braverman sits down with Brian Hickey from Insureactive to explore the transformative power of Medicare Backoffice for financial advisors. Discover how leveraging Medicare can serve as a strategic moat, enhance client relationships, and drive new business opportunities. Whether you're a seasoned advisor or new to the field, this conversation offers valuable insights into integrating Medicare into your practice. Tune in to learn how to protect and grow your business with expert advice from industry leaders.
LinkedIn is one of the most powerful platforms for financial professionals — but most advisors aren’t using it to its full potential.
In this episode of In Good Order, Ben Braverman talks with Sydney Cullen Lawrence about how to unlock organic growth through smarter client personas, authentic content, meaningful engagement, and even AI tools.
We cover:
✅ Delivering value at zero cost through LinkedIn
✅ Making your profile speak directly to your target client
✅ Using AI to develop sharper client personas
✅ Engagement vs. “post and ghost”
✅ Leveraging analytics to refine your content strategy
✅ How to comment with intent to build relationships
✅ Shifting the conversation from products to benefits
If you’ve been wondering how to turn LinkedIn into a real client acquisition channel, this episode is packed with practical strategies you can put to work immediately.
Most advisors know they need to stand out, but too many still rely on cookie-cutter marketing that doesn’t connect.
In this episode of In Good Order, Ben Braverman sits down with Matt Halloran, co-founder of ProudMouth, to unpack what authentic branding and influence really mean for financial professionals today. From podcasting to personal storytelling, Matt shares how to build trust at scale while staying true to who you are.
We cover:
✅ Why authentic branding beats “corporate speak” every time
✅ The role of podcasting and content in creating predictable growth
✅ Mindset shifts advisors need to build influence
✅ Practical steps to connect with your ideal clients
✅ Lessons from Matt’s personal journey and top advisor brands
If you’re ready to sharpen your message, stand out in a crowded market, and grow with confidence — this episode is packed with insight to help you get there.
Long-Term Care is one of the most important — and most overlooked — conversations in retirement planning.
In this episode of In Good Order, I sit down with Drew Carpenter to unpack the what, why, and how of Long-Term Care planning — and how advisors can approach it with clarity, confidence, and compassion.
We cover:
✅ The real costs and risks families face without a plan
✅ Why traditional LTC solutions fall short for many clients
✅ How hybrid LTC changes the game
✅ Positioning LTC as part of a holistic retirement strategy
✅ Practical steps for bringing the conversation into client meetings
Whether you’re new to LTC or looking for better ways to frame it, this episode will give you tools to start the conversation and create long-term value for your clients.
Indexed Universal Life (IUL) can be a powerful tool when it’s framed correctly — but many advisors struggle with how to introduce it to clients without sounding “salesy” or overly technical.
In this episode of In Good Order, Ben Braverman sits down with Tom Pecoraro, IUL Marketing Consultant, to break down the fundamentals of IUL and share how to position it inside broader planning conversations.
We cover:
What Indexed Universal Life is — in plain language
When and why to consider it as part of a client’s strategy
Best practices for explaining IUL without triggering skepticism
How to use IUL to open doors to bigger planning discussions
Whether you’re brand new to IUL or simply looking for better ways to talk about it, this episode will help you bring more clarity and confidence to your client meetings.
Seminar marketing isn’t dead — but lazy seminar marketing is.
In this episode of IGO — In Good Order, Ben Braverman sits down with Nick Schmidt to unpack what’s actually working in the seminar world right now. From emotional dynamics to the psychology of buying behavior, we explore what separates high-converting seminar practices from the ones just filling seats.
You’ll learn:
Why food, format, and follow-up matter more than ever
The best venues for credibility and ROI
How top advisors use Medicare as a seminar entry point
Messaging tips to disarm resistance and drive appointments
The key emotional triggers that lead to action (via Frank Maselli’s framework)
Whether you’re running seminars already or thinking about launching your first one, this episode is packed with field-tested insight to help you turn attention into trust — and trust into clients.
In this episode of IGO — In Good Order, Ben Braverman sits down with Steve Rohrig to uncover planning opportunities within the "Big Beautiful Bill." They discuss strategic implications for annuity and retirement-focused advisors, how to frame these updates in client conversations, and what it means for long-term income planning. This is an advisor’s cheat sheet to turn legislative shifts into competitive advantage.