Breakthrough Advisor

In this episode of The Breakthrough Advisor™, Jack Martin sits down with Patrick Kelly to explore the powerful benefits of integrating life insurance into retirement strategies. The post Make Life Insurance Work for Your Clients’ Retirement Plans with Patrick Kelly (Ep. 68) first appeared on InsurMark.

Advisors have three pillars of growth: client retention, increasing share of wallet, and new client acquisition. All three are driven by trust. The post Trusted Advisor Status is a 2024 Advisor Growth Strategy with Charles Green (Ep. 67) first appeared on InsurMark.

There are 3 ways an advisor grows their business: retain and deepen relationships with existing clients. Deepen relationships, increase share of wallet, and attract new clients. Tax planning does all three. In this episode, Jack Martin interviews Debra Taylor, CPA, PFS, CDFA®, JD, renowned tax... The post Make Tax Planning Your 2024 Business Growth Accelerator with Debra Taylor (Ep. 66) first appeared on InsurMark.

Retirement, divorce, loss of a spouse, remarriage, aging, disability, becoming a caregiver…these are all life-changing moments for a client. Can you confidently handle these tough conversations? Join Jack Martin and Dr. Amy D’Aprix, a distinguished expert, speaker, and coach on life transitions, as they explore... The post Life-Changing Client Conversations at Moments That Matter with Dr. Amy D’Aprix (Ep. 65) first appeared on InsurMark.

In an increasingly competitive financial services landscape, many advisors are struggling to maintain a strong and steady growth rate. The challenge often lies in standing out, building strong client relationships, and effectively leveraging available resources and strategies. In this episode, Jack Martin delves into the... The post Unlock the Secret to Exceptional Organic Growth (Ep. 64) first appeared on InsurMark.

We all may be getting a little obsessed with living longer. And in a world increasingly fixated on longevity, the narrative often centers on financial concerns like outliving assets. But it’s about so much more! In this episode, Jack Martin explores how planning for a... The post Living Too Long is About More Than Just Money (Ep. 63) first appeared on InsurMark.

Are you curious about how top advisors are accelerating their organic growth? Data from 6,000 advisors has revealed some interesting insights! Discover the mindset, strategies, and tools that have propelled advisors to rapid growth in today’s digital age. Jack Martin interviews Robert Sofia, co-founder and... The post How 6000 Advisors Solved the Growth Puzzle with Robert Sofia (Ep. 62) first appeared on InsurMark.

Retirees are often so worried about running out of money that they fail to enjoy their golden years to the fullest. As their advisor, you can help them find the confidence to spend. Tune in to Jack Martin’s conversation with Tamiko Toland (aka the Annuity... The post Giving Retirees Permission to Spend with Tamiko Toland (Ep. 61) first appeared on InsurMark.

Are you struggling to attract clients and close acquisition gaps? It might be time to rethink your marketing approach. Join Jack Martin and Carl Richards, creator of The Behavior Gap and founder of The Society of Advice, to learn how to foster genuine new connections... The post Cracking the Client Acquisition Code with Carl Richards (Ep. 60) first appeared on InsurMark.

Every day, advisors face the challenge of adapting to the blistering pace of change that redefines their approach to success. The world has moved beyond IQ, even EQ. Today, TQ, or a transformational mindset, is more critical than ever to stay ahead in the game. The post How to Wire Your Mindset for Success with Dr. Kevin Elko (Ep. 59) first appeared on InsurMark.

In times of uncertainty, people crave certainty. With upcoming elections, a looming national debt of ~$34 trillion, rising tax rates, stock market volatility, and changes in interest rates — clients are facing so much uncertainty today! How do you guide them through this situation? What... The post How to Prepare for the Tax Tsunami: Navigating Rising Tax Rates with Tom Hegna (Ep. 58) first appeared on InsurMark.

Advisors often fixate on ‘the last mile’ — the final stage of converting leads into clients. They overlook the top of the funnel. It’s imperative to establish a diverse growth model that leverages multiple channels because referrals and COIs alone no longer move the needle!... The post The Growth Engine Blueprint for Advisors with Stephanie Bogan (Ep. 57) first appeared on InsurMark.

Is the 60/40 portfolio dead? What is it? Why does it matter? Advisors helping clients choose where to allocate their retirement savings increasingly rely on indexed products. Not all products perform the same in different market cycles. Where are markets headed, and how can advisors... The post Integrating Indexed Annuities Into the 60/40 and Other Portfolios with Laurence Black and Dr. Jay Watson (Ep. 56) first appeared on InsurMark.

There is a pressing need for advisors to address the rising wealth transfer concerns. There are also evolving tax legislations to be considered. How can advisors navigate these changing environments? Find out in this episode of The Breakthrough Advisor™ as Ed Slott, founder and president... The post Wealth Transfer and Tax Planning Opportunities in 2024 with Ed Slott (Ep. 55) first appeared on InsurMark.

With a rise in FinTech solutions, wealth management has become a rapidly evolving landscape. This demands advisors to stay ahead of the curve — especially with marketing and advice engagement. In this episode, Diana Cabrices, Chief Evangelist to B2B WealthTech Brands, joins Jack Martin. As... The post Harnessing Fintech Innovation For 2024 Marketing Success with Diana Cabrices (Ep. 54) first appeared on InsurMark.

Why are many Americans reluctant to see a financial advisor? Oftentimes, it is because of an unpleasant client experience. But how can advisors transform an unpleasant client experience into a memorable one? Find out in this episode as Jack Martin uncovers the biggest reasons why... The post Creating an Unforgettable Client Experience (Ep. 53) first appeared on InsurMark.

Many clients experience a huge gap between the services they expect and the services provided by their advisors. This difference is evident in tax planning. In fact, 92% of clients expect tax planning advice, but only 25% get it! (Source: Spectrem Group) In this episode,... The post Simplify and De-Mystify Tax Planning with Chris Field (Ep. 52) first appeared on InsurMark.

There's an emerging opportunity gap where 75% of boomers would like more protected lifetime income but only 33% say they hear their advisors talk about it. The post Navigating Uncertainty in Retirement with Michael Harris and Steve Gresham (Ep. 51) first appeared on InsurMark.

The financial services industry is shifting. Moving beyond investment products, clients want personalized advice that is timely, relevant, and impactful. In other words, they want proactive advice during moments that matter. In this episode, Philipp Hecker, the CEO of Bento Engine, joins Jack Martin to... The post Engaging Client Advice Around Moments That Matter with Philipp Hecker (Ep. 50) first appeared on InsurMark.

Advisors have historically relied on referrals. But how do you stop the referral streams from drying up? How do you achieve sustainable organic growth instead of solely relying on market gains? Find out in this week’s episode as Jack Martin explores the path to hyper-growth... The post The Path to Hyper-Growth: Here’s How to Turn Your Business Into an Organic Growth Engine (Ep. 49) first appeared on InsurMark.