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Prospect, Produce, Prosper

Prospect, Produce, Prosper

Written by: Marc Rogers
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About this listen

 Marc Rogers knows the world of financial advisors, and how to help them recruit new clients. In an ever-changing world, he knows how to marry traditional and digital methods to help you prospect, produce, and prosper. 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.2022 Producers Prospect Economics Marketing Marketing & Sales Personal Finance
Episodes
  • Maximizing Retirement Savings: The Power of Roth Conversions

    Maximizing Retirement Savings: The Power of Roth Conversions
    Jan 2 2026

    Roth conversions are becoming a central topic in financial planning.

    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.
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    54 mins
  • Transforming Financial Advisory Operations

    Transforming Financial Advisory Operations
    Dec 8 2025
    In this episode of the Prospect Produce Prosper podcast, Marc Rogers interviews Katelyn Graham from The Admin Effect. They discuss Katelyn's journey in the financial services industry, the importance of training for administrative staff in advisory roles, and how effective training can enhance client experiences and operational efficiency. Katelyn shares insights on hiring the right team, the significance of mindset over experience, and the role of compensation in motivating staff. The conversation emphasizes the need for structured training programs and the positive impact they can have on both advisors and their clients.
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    28 mins
  • Understanding Roth Conversions | A Better Way to Invest in Your Future Retirement

    Understanding Roth Conversions | A Better Way to Invest in Your Future Retirement
    Nov 12 2025

    Join Marc Rogers as he breaks down one of retirement planning’s most powerful, yet often misunderstood, strategies: Roth Conversions. Marc clarifies how Roth Conversions work, how they may reduce long-term tax burdens, and why fixed index annuities (FIAs) can be an effective tool to make these conversions work more efficiently.

    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.
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    7 mins
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