Where can I listen to this podcast?

This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.

Does this podcast accept guests?

Yes, this podcast regularly features guests.

IGO — In Good Order with Ben Braverman

Claim This Podcast

by Ben Braverman

5.0(7 reviews)

22 episodes

Updated Daily

Accepts GuestsHas Sponsors

Podcast Overview

Helping advisors scale with clarity and confidence. If you’re a retirement planning practitioner ready to grow this is your show. Hosted by Ben Braverman, Senior Marketing Consultant at SMS Financial Solutions, IGO dives into the strategies that drive sustainable, scalable success. 👉 Sales language that builds trust 👉 Systems that streamline growth 👉 Tools to recruit, retain, and rise This isn’t fluff. It’s field-tested insight for professionals who want to stand out, grow intentionally, and stay In Good Order. Subscribe for weekly episodes and growth that sticks!

Language

🇺🇲

Publishing Since

7/30/2025

Visit Website View on Apple Podcasts RSS Feed

Reach the team behind IGO — In Good Order with Ben Braverman

Verified contact details for this show aren't on file yet — sign up to get notified when they land.

Recent Episodes

June 18, 2026

IGO Ep. 22 | Divorcing the IRS from your IRA with Annuity Roth Planning

THIS EPISODE SHOULD BE WATCHED ON YOUTUBE https://www.youtube.com/watch?v=j0E1tRXy84kMost 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—saving them hundreds of thousands in taxes.Imagine converting $500,000 of qualified assets into a Roth account for a fraction of the traditional cost. Ben walks you through real case studies showing how leveraging premium bonuses from carriers like North American and Athene can create immediate, tax-free cash flows—sometimes for just a fraction of the taxes paid if done outright. You'll discover how to use these bonuses to offset taxes, enhance legacy planning, and optimize every dollar of your client's retirement savings.We break down specific tactics: partial vs. full Roth conversions, working with premium bonuses—fee vs. no fee—and how to navigate the ever-changing tax landscape with software tools and professional advice. Plus, Ben shares insights on how to identify ideal clients and structure conversions to maximize benefits while minimizing risks like Medicare surcharges and IRMA.Why does this matter? Because ignoring these strategies could leave millions in unnecessary taxes—while the right planning opens up a world of tax-free growth, legacy, and peace of mind. This episode is perfect for advisors eager to bring innovative, client-centric solutions to a market hungry for tax efficiency amid rising estate laws and changing regulations.If you're a financial professional committed to growth, tax optimization, and better client outcomes, this episode is your playbook. Gain the confidence and knowledge to turn mundane annuities into powerful tax-saving assets—making your practice more resilient, your clients wealthier, and your advisory game unstoppable.

May 28, 2026

IGO Ep. 21 | What’s Actually Working Right Now to Get Financial Advisory Clients | Alex Khassa

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 attract and convert clients—without wasting time or budget. You’ll discover how targeted video funnels—created with just a phone and coached remotely—can position you as a credible authority and fill your calendar with qualified prospects. Alex breaks down the exact ad spend needed to start seeing results, the differences between local and nationwide campaigns, and why platforms like Facebook are your best allies in today’s digital-first landscape. He shares case studies of advisors aggressively scaling from $20,000 to hundreds of millions in assets—while emphasizing that success requires consistency and commitment over six months or more. We break down the critical metrics: how $10,000/month ad budgets can deliver dozens of appointments, and why a focused niche—be it physicians, dentists, or retirees—can lower your cost per acquisition dramatically. Plus, Alex shares why YouTube, while not a magic bullet, can boost your social proof—if you’re willing to put in several years of consistent effort. Whether you’re a solo advisor or part of a growing firm, this episode arms you with a direct, actionable blueprint to dominate your market and accelerate growth. If you’re serious about making marketing your competitive advantage, don’t miss this deep dive into a system that’s already earned billions in pipeline value. Perfect for advisors ready to upgrade from organic social to scalable, paid media that works—this is your playbook for tomorrow’s client acquisition. Tune in, and learn how to turn digital complexity into your biggest growth engine.Visit clientsblackbox.com to learn more and activate your client growth machine today.

May 7, 2026

IGO Ep. 20 | The Advisors Winning the Next Decade Do This Differently | Derick Kinney

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 turn you into a recognized specialist — even if you're just starting out.You'll discover how focusing on specific problems rather than just offerings creates a magnetic pull that prospects and clients can’t ignore.We explore proven tactics for turning casual social encounters into referral goldmines, including how to craft laminated tear sheets with your targeted pain points and use them as pattern interrupts. Derek also delves into the often-overlooked opportunity of younger advisors who leverage their age as a superpower—by positioning themselves as the perfect guide to the next generation of wealth transfer.Plus, learn why asking the RIGHT questions at strategic moments—like "What’s the greatest service we could provide for you?"—can significantly improve your conversion rate and prevent prospects from slipping away. Derek emphasizes that the most successful advisors focus on simplicity, emotional connection, and consistency, transforming how they talk, listen, and ultimately, serve.Ideal for anyone in wealth management, early-career advisors, or established professionals craving a fresh approach, this episode is packed with actionable insights to revolutionize your growth strategy. If you’re serious about making a lasting impact while building a thriving, referral-generating practice, these principles will elevate your game—starting tomorrow.Derek Kinney is a former top financial advisor, founder of Successful Advisors, and a sought-after growth strategist known for helping advisors land high-net-worth clients faster by centering conversations on what truly matters: clients' pain points. His proven frameworks are transforming practices across the industry.If you want to move beyond generic pitches and start turning prospects into lifelong clients, listen now. Connect with Derek’s free resources at SuccessfulAdvisors.com or on LinkedIn for daily tips that make your messaging more impactful. To grow your practice and amplify your impact, this episode is non-negotiable.

22 total episodes available

Deep-dive analytics for IGO — In Good Order with Ben Braverman

Frequently asked questions

Have a different question and can't find the answer you're looking for? Reach out to our support team by sending us an email and we'll get back to you as soon as we can.

What is IGO — In Good Order with Ben Braverman?: Helping advisors scale with clarity and confidence.

If you’re a retirement planning practitioner ready to grow this is your show.

Hosted by Ben Braverman, Senior Marketing Consultant at SMS Financial Solutions, IGO dives into the strategies that drive sustainable, scalable success.

👉 Sales language that builds trust 👉 Systems that streamline growth 👉 Tools to recruit, retain, and rise

This isn’t fluff. It’s field-tested insight for professionals who want to stand out, grow intentionally, and stay In Good Order.

Subscribe for weekly episodes and growth that sticks!
How often does this podcast release new episodes?: This podcast updates daily.
Where can I listen to this podcast?: This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
Does this podcast accept guests?: Yes, this podcast regularly features guests.

Legal Disclaimer

Pod Engine is not affiliated with, endorsed by, or officially connected with any of the podcasts displayed on this platform. We operate independently as a podcast discovery and analytics service.

All podcast artwork, thumbnails, and content displayed on this page are the property of their respective owners and are protected by applicable copyright laws. This includes, but is not limited to, podcast cover art, episode artwork, show descriptions, episode titles, transcripts, audio snippets, and any other content originating from the podcast creators or their licensors.

We display this content under fair use principles and/or implied license for the purpose of podcast discovery, information, and commentary. We make no claim of ownership over any podcast content, artwork, or related materials shown on this platform. All trademarks, service marks, and trade names are the property of their respective owners.

While we strive to ensure all content usage is properly authorized, if you are a rights holder and believe your content is being used inappropriately or without proper authorization, please contact us immediately at hey@podengine.ai for prompt review and appropriate action, which may include content removal or proper attribution.

By accessing and using this platform, you acknowledge and agree to respect all applicable copyright laws and intellectual property rights of content owners. Any unauthorized reproduction, distribution, or commercial use of the content displayed on this platform is strictly prohibited.