Podcast thumbnail for Prospect, Produce, Prosper

Prospect, Produce, Prosper

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by Marc Rogers

5.0(12 reviews)
33 episodes
Updated Weekly
Accepts GuestsHas SponsorsLocation 🇺🇸
38

Podcast Authority

Beta
PoorBased on show quality, social media presence, reviews, charts, and more
Pod Engine
Quality57
Social0
YouTube0
Engagement51

Podcast Overview

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.

Language

🇺🇲

Publishing Since

1/6/2022

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38

Podcast Authority

Beta
PoorBased on show quality, social media presence, reviews, charts, and more
Pod Engine
Quality57
Social0
YouTube0
Engagement51
8
Excellent Areas
1
Good Performance
10
Growth Opportunities
excellent
Episode Length
28 minutes
Performing excellently!
good
iTunes Tags
7.2/10

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poor
Publishing Consistency
Every 45 days

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Recent Episodes

Episode thumbnail for Maximizing Retirement Savings: The Power of Roth Conversions

January 2, 2026

Maximizing Retirement Savings: The Power of Roth Conversions

In this conversation, Steve Hutchinson and Marc Rogers discuss the growing trend of Roth conversions in financial planning, emphasizing the strategic opportunities for advisors and clients. They explore the implications of national debt and tax rates, the importance of tax bracket management, and the innovative Roth Blueprint software designed to facilitate these conversions. The discussion also highlights the role of annuities, maximizing lifetime wealth, and the evolving landscape of virtual appointments and marketing strategies for financial advisors.

Episode thumbnail for Transforming Financial Advisory Operations

December 8, 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.

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

November 12, 2025

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

<p>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.</p><p>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.</p><p> </p><p><strong>Chapters</strong></p><p><strong>[Start] Introduction: </strong>Marc introduces the purpose of the podcast and covers Roth Conversions.</p><p><strong>01:01 The Basics of Roth Conversions: </strong>Marc provides an overview of how Roth Conversions work, their tax implications, and why they can be a valuable retirement strategy.</p><p><strong>01:56 Using Fixed Index Annuities (FIAs): </strong>Marc discusses how FIAs can help with up-front tax costs during Roth Conversions.</p><p><strong>03:08 A Walkthrough: </strong>Marc presents a real-world scenario to illustrate how advisors can structure a Roth Conversion that leverages FIAs for greater efficiency and growth.</p><p><strong>05:37 Conclusion and Takeaways:</strong> Marc concludes by emphasizing tax considerations and clarifying steps for advisors who want to explore these strategies further.</p><p> </p><p><strong>Links and Resources</strong></p><p><a href="https://producersprospect.com/">Producer's Prospect Website</a></p><p> </p><p>Contact Producer’s Prospect</p><p>Be a part of the future of the financial services industry. </p><p><a href="https://producersprospect.com/contact/">Contact us </a>today to get started.</p>

33 total episodes available

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Frequently asked questions

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What is Prospect, Produce, Prosper?

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.

How often does this podcast release new episodes?

This podcast updates weekly.

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.

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