IGO — In Good Order with Ben Braverman

About 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!

Publisher

Ben Braverman

Category

business

Language

en

Explicit

No

First episode

30 Jul 2025

Latest episode

2 Jul 2026

Latest episodes

23 episodes in the feed.

1. 

   2 Jul 2026

   IGO Ep. 23 | Estate Planning Isn't Optional Anymore | Rick Dinger, Wealth.com

   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 not lawyers. Imagine helping your clients structure their estates with attorney-grade documents, automated updates, and AI-powered insights—all while staying well within legal boundaries. In this episode, Rick shares the secrets behind wealth.com’s innovative platform that helps advisors create foundation documents like wills, POAs, and trusts quickly and accurately. You’ll discover how a few simple integrations with platforms like eMoney make estate planning seamless—pre-filling data, visualizing gaps, and even alerting clients and advisors to key life events like selling a house or turning 18. We break down the real estate opportunities for monetization—whether through planning fees, tax savings, or client onboarding—and how to position estate planning as an essential part of your revenue stream without charging clients directly from wealth.com. You’ll learn how the platform’s strict guardrails prevent unauthorized practice of law, giving you legal peace of mind while you focus on the relationship. It’s perfect for advisors aiming to add a highly valuable, sticky service that deepens relationships across generations and boosts loyalty. Plus, with leading broker dealer approvals and flexible integration options, wealth.com makes estate planning a scalable, profitable part of your advisory business. Whether you’re an RIA, broker-dealer, or wealth manager, this episode reveals how adopting modern estate planning tech can be a game-changer, creating lasting moats and significantly increasing client lifetime value. Don’t miss out on the future of advisory excellence—this is your blueprint to grow with confidence, compliance, and innovation.

2. 

   18 Jun 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=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—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.

3. 

   28 May 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.

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

7 ratings

Spotify

5.0 / 5

2 ratings

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Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.