IGO — In Good Order with Ben Braverman

Most financial advisors are missing out on a huge opportunity—and it’s not just about client retention or growth. It’s about transforming the entire estate planning process into a powerful, compliant, and monetizable advantage. Rick Dinger from wealth.com reveals how advisors can confidently incorporate estate planning into their practice without risking legal issues or friction, even if they’re n...

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 yields and record-high bonuses can dramatically enhance your clients' Roth conversion strategies...

Most financial advisors are leaving serious money on the table by relying on outdated client acquisition strategies. What if you could unlock a proven, scalable system that has generated over $45 billion in AUM pipeline and booked 30,000+ high-net-worth appointments? In this episode, Alex Casa, CEO of Clients Black Box, reveals the insider digital marketing framework transforming how advisors attr...

Most financial advisors are missing one simple but powerful growth secret: connecting with clients—and prospects—through their pain points, not just their portfolio. In this eye-opening episode, Derek Kinney, a former top financial advisor turned growth strategist, reveals how mastering the art of pain-based conversations can skyrocket your client referrals, attract higher-net-worth clients, and t...

Most financial advisors overlook the power of AI, email, and text messaging—until now. Robert Sophia, CEO of Snappy Kraken, reveals how modern automation and AI-driven personalization are transforming client engagement and skyrocketing response rates. If you're tired of inconsistent marketing results and want a clear, scalable system that actually generates revenue, this episode is your game-c...

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 pressure, your inner voice matters. Ricky shares practical ways to manage emotional volatility, control de...

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 retirement income planning credentials than most have stars on their badge, joins Ben Braverman to uncover...

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 can uncover risks and opportunities, and how advisors can use these tools to support succession plannin...

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 annuities and structured products, many advisors struggle to understand what they actually own — and...

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 discuss how today’s consumers spend roughly 75% of their buying journey researching before they ever r...

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 in retirement planning: taxes . Advisors often hesitate to lead tax conversations because the rule...

Join us in this episode of IGO as Colin Stroud, founder of Go Somewhere, reveals how to maximize credit card points for travel. Learn about using points as a forced savings account for vacations, selecting the right credit cards, and strategies for business owners to leverage points effectively. Colin also discusses the emotional value of travel experiences and offers webinars to help financial pr...

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 applications to conducting AUM rollover calls. Heather shares insights on how their services...

Join Ben and Nate Self from GILICO as they explore the golden age of annuities in this episode of IGO. Discover the power of guaranteed index rates, the importance of transparency, and the benefits of long-term products with high minimum floor guarantees. Learn how GILICO's innovative strategies provide certainty and flexibility for both advisors and clients.

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...

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...

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 Lin...

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 w...

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 s...

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....

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, a...

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 com...