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.

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

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In this insightful episode, Marc Rogers sits down with Matt Halloran—co-founder of ProudMouth and author of Shut the F Up and Listen—to talk about the art of engaged listening, the real reason clients don’t refer more often, and why every financial advisor should consider launching a podcast.

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.

On this episode of Prospect, Produce, Prosper, Marc Rogers and marketing strategist James Andersen tackle one of today’s biggest industry conversations: AI in financial advisory practices. From chatbots to content creation, AI is changing how we market—but should it change how we connect? Tune in to hear where it fits, where it fails, and how to stay rooted in what matters most: your client relationships.

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.

In this episode of Prospect, Produce, Prosper, Marc S. Rogers sits down with veteran advisor Stuart Spivak to talk strategy, mindset, and marketing. From overcoming plateaus to creating a Ritz Carlton-like experience in your office, Stuart reveals what it really takes to be a top-tier advisor in today’s environment.

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.