Prospect, Produce, Prosper

Marc Rogers
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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.

  1. 4D AGO

    Maximizing Retirement Savings: The Power of Roth Conversions

    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.

    54 min

  2. 12/08/2025

    Transforming Financial Advisory Operations

    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.

    28 min

  3. 11/12/2025

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

    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.

    7 min

  4. 11/08/2025

    Roth Conversions and Financial Strategies with Marc & Jerry

    Join hosts Marc and Jerry as they delve into the world of financial growth and innovation. In this episode, they discuss the importance of hard work, the impact of strategic partnerships, and the latest trends in Roth conversions. Discover how their journey from Minneapolis to Scottsdale has shaped their approach to business and learn valuable insights that can help you prosper in your own ventures. Whether you're an advisor or just curious about financial strategies, this episode offers a wealth of knowledge and inspiration.

    22 min

  5. 09/17/2025

    Scaling your practice, the importance of focusing on recruitment, retention, and hiring the right talent.

    In this episode of the Prospect Produce Prosper Podcast, host Marc Rogers welcomes Steve Perry, founder and CEO of Well Recruiting Solutions. They discuss the challenges and strategies for financial advisors in scaling their practices, focusing on recruitment, retention, and the importance of hiring the right talent. Steve shares insights from his extensive experience in the financial services industry, emphasizing the need for advisors to meet their promises to staff and to understand when to scale their businesses. The conversation also touches on the benefits of virtual hiring and the importance of creating a strong company culture.

    20 min

  6. 05/12/2025

    Shut Up and Win: The Power of Engaged Listening in Sales

    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 leadershipWhere advisors go wrong with AI and how to use it properlyThe difference between transactional clients and relationship-driven onesA simple exercise to sharpen your listening skills fastReady 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.

    39 min

  7. 05/08/2025

    The Real Impact of AI on Advisors: Balancing Efficiency and Personal Touch

    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 shortWhy authenticity matters more than ever in a relationship-driven businessHow to use AI to speed up marketing research and content brainstormingThe danger of sounding generic or inauthentic with AI-generated contentReal-world examples of automation tools failing compliance or losing the human touchThe importance of building connection through emails, podcasts, and social mediaWhy clients value personalization—and how to preserve it using tech the right wayHow to conduct an “AI Audit” to find bottlenecks and enhance efficiencyThe critical difference between transactional clients and relationship-rooted clientsWhy “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.

    30 min

  8. 05/05/2025

    From Marketing to Mastery: Stuart Spivak’s Secrets to Success

    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.

    28 min
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About

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.

Information

  • Creator
    Marc Rogers
  • Years Active
    2022 - 2026
  • Episodes
    33
  • Rating
    Clean
  • Copyright
    © 2022 Producers Prospect
  • Show Website
    Prospect, Produce, Prosper