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.
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.
8 Dec 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.
12 Nov 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 (https://producersprospect.com/)
Contact Producer’s Prospect
Be a part of the future of the financial services industry.
Contact us (https://producersprospect.com/contact/)today to get started.
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
Apple Podcasts (US)
5.0 / 5
10 ratings
Spotify
5.0 / 5
2 ratings
Podcast Authority Score: 38 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
57
Social presence
0
YouTube
0
Engagement
51
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