The Breakthrough Advisor™-logo

The Breakthrough Advisor™

Business & Economics Podcasts

Welcome to The Breakthrough Advisor. In this podcast we inspire advisors with ideas and pathways to break through barriers and build a thriving retirement income business.

Welcome to The Breakthrough Advisor. In this podcast we inspire advisors with ideas and pathways to break through barriers and build a thriving retirement income business.

Location:

United States

Description:

Welcome to The Breakthrough Advisor. In this podcast we inspire advisors with ideas and pathways to break through barriers and build a thriving retirement income business.

Language:

English

Contact:

800-752-0207


Episodes

27. How Annuities Let Americans Enjoy a Secure Retirement with Michelle Richter

12/1/2021
So, your client has just retired. They’ve waited a long time for this, and they’re ready to enjoy it. But, in the back of their mind, they might have a lingering worry about potentially running out of money. How can you as their advisor help them overcome this fear and live out their retirement with … Continue reading 27. How Annuities Let Americans Enjoy a Secure Retirement with Michelle Richter →

Duration:00:29:25

26. What Financial Advisors Should Expect From Their Websites in 2022 with Graham Turner

11/17/2021
Advisors, what do you expect from your website? In this episode, Jack Martin speaks with Graham Turner, the CEO of Advisor Websites, to dig into the elements of advisor websites. With valuable advice for financial advisors heading into 2022, Graham helps you better understand what you should expect from your website and why advisor websites … Continue reading 26. What Financial Advisors Should Expect From Their Websites in 2022 with Graham Turner →

Duration:00:28:20

25. Tax Planning Solutions Made Easy For Advisors With Kevin Lozer, CFP®

9/8/2021
Every advisor wants to find better tax planning solutions for their clients. Are you one of them? In this episode, Kevin Lozer, co-founder of Holistiplan, joins Jack Martin to share everything you need to know about Holistiplan. Kevin reveals how this tool allows advisors and clients to develop a comprehensive and efficient tax planning strategy. … Continue reading 25. Tax Planning Solutions Made Easy For Advisors With Kevin Lozer, CFP® →

Duration:00:22:26

24. The Value Behind a Data-Driven Approach to Annuities for Advisors With Tamiko Toland

8/25/2021
Advisors, think about your conversations with clients. Are you looking to tackle those conversations differently? Perhaps a data-driven approach can enable you to better serve and meet your clients’ needs. This week, CANNEX’s Tamiko Toland joins Jack Martin to highlight the disconnect between advisors and consumers around annuities. Tamiko explains how gen X and baby … Continue reading 24. The Value Behind a Data-Driven Approach to Annuities for Advisors With Tamiko Toland →

Duration:00:32:27

23. How To Achieve Objective Index Ratings and Forecasts with Laurence Black from The Index Standard®

8/4/2021
How do you, as an advisor or investment professional, select the best products for your clients? Have you thought about what makes clients believe that you are always looking out for their best interest? In this episode, Laurence Black takes a deep dive into everything The Index Standard® is about and how it can help … Continue reading 23. How To Achieve Objective Index Ratings and Forecasts with Laurence Black from The Index Standard® →

Duration:00:28:36

22. Viewing Retirement As Personal Preferences Rather Than Behavioral Finance with Wade Pfau, Ph.D., CFA, RICP®

7/21/2021
While it’s common for advisors to approach their clients with retirement income questions and predetermined answers, Retirement Researcher also focuses on a wide range of possibilities based on the unique needs of retirees and pre-retirees. In this episode, the firm’s founder and The American College of Financial Services’ retirement income professor, Wade Pfau, discusses how … Continue reading 22. Viewing Retirement As Personal Preferences Rather Than Behavioral Finance with Wade Pfau,...

Duration:00:32:56

21. Social Security & Medicare Summed Up In 35 Minutes with Mary Beth Franklin, CFP®

7/7/2021
Are you an advisor looking to better serve your clients around their Social Security and Medicare needs? If so, this week’s episode of The Breakthrough Advisor with Social Security expert Mary Beth Franklin is for you! Join today’s conversation and learn valuable tips and tricks to enhance your clients’ Social Security and Medicare planning. Master … Continue reading 21. Social Security & Medicare Summed Up In 35 Minutes with Mary Beth Franklin, CFP® →

Duration:00:36:07

20. Retirement-Related Considerations from Retirement Expert Tom Hegna, CLU, ChFC, CASL

6/23/2021
While June is annuity awareness month, this week’s conversation goes beyond just annuities to encapsulate many other retirement-related components. In this episode, economist, author, and retirement expert Tom Hegna joins Jack Martin to break down valuable retirement considerations. Covering everything from retirement income and taxes to life insurance, healthcare, and more, Tom shares his best … Continue reading 20. Retirement-Related Considerations from Retirement Expert Tom Hegna, CLU,...

Duration:00:33:53

19. Using Genivity to Measure Your Clients’ Wealth and Health With Heather Holmes

6/9/2021
Did you know that only 11% of clients feel like they can have health and longevity planning discussions with their financial advisors? Discover how you can encourage your clients to broach this subject with you as their trusted advisor in this week’s conversation with Genivity’s founder and CEO, Heather Holmes. Heather explains how Genevity uses … Continue reading 19. Using Genivity to Measure Your Clients’ Wealth and Health With Heather Holmes →

Duration:00:35:31

Episode 18: How To Develop Your Client Experience Comeback Plan — With Julie Littlechild

3/17/2021
As an advisor, client experience is a crucial piece of your practice. But what does it mean to deliver a great client experience and how do we evolve client experience going forward? Explore this and more in today’s episode with Absolute Engagement’s CEO and founder, Julie Littlechild. Julie explains how she helps advisors craft a … Continue reading Episode 18: How To Develop Your Client Experience Comeback Plan — With Julie Littlechild →

Duration:00:20:31

Episode 17: Protecting Clients’ Retirement Savings with Tax Planning — With Ed Slott, CPA

3/3/2021
Advisors, how are you helping your clients protect their retirement savings from unnecessary taxation? In today’s episode of The Breakthrough Advisor, join Ed Slott as he reveals ways he’s helping advisors lower their clients’ tax bill and protect what is likely clients’ biggest savings area. Ed highlights how his education and training programs enhance the … Continue reading Episode 17: Protecting Clients’ Retirement Savings with Tax Planning — With Ed Slott, CPA →

Duration:00:32:34

Episode 16: How to Step Up Your Online Marketing Game — With Robert Sofia

1/15/2021
As an advisor, how can you better incorporate marketing and business technology solutions into your practice? Find out in this episode of The Breakthrough Advisor with Snappy Kraken CEO and chairman, Robert Sofia! Robert details Snappy Kraken’s marketing automation and online advertising approach, which is specifically designed to help financial advisors create meaningful connections and … Continue reading Episode 16: How to Step Up Your Online Marketing Game — With Robert Sofia →

Duration:00:28:28

Episode 15: Advisor Lessons from 2020

12/23/2020
2020 has been a challenging year for many, but it has also given us many lessons and tools that we can carry for years to come. In this episode, join Jack Martin and Jeff Maxey as they dive into a conversation about the lessons they have learned this year while working through the COVID-19 pandemic … Continue reading Episode 15: Advisor Lessons from 2020 →

Duration:00:33:12

Episode 14 – 2021 Business Planning for Advisors — With Coach Joe Lukacs

12/2/2020
Advisors, you’re likely busy helping clients get their plans in place for the new year. But have you made time to build your own 2021 business plan? In this episode, join coach Joe Lukacs as he unveils best practices for advisor business planning. He shares reasons why advisors should create a plan for the new … Continue reading Episode 14 – 2021 Business Planning for Advisors — With Coach Joe Lukacs →

Duration:00:16:48

Episode‌ ‌13‌ ‌–‌ ‌How‌ ‌Q4‌ ‌Can‌ ‌Make‌ ‌Your‌ ‌2020‌ ‌—‌ ‌With‌ ‌Jeff‌ ‌Maxey‌ ‌and‌ ‌Jack‌ ‌Martin‌ ‌ ‌

11/4/2020
InsurMark believes that advisors should be continually upgrading their marketing strategies. This year, this belief has become more important than ever. In this episode, join Jeff Maxey and Jack Martin as they discuss their recent webinar, How Q4 Makes Your 2020. Together, they reveal key ways advisors can improve their client-advisor relationships and share strategies … Continue reading Episode‌ ‌13‌ ‌–‌ ‌How‌ ‌Q4‌ ‌Can‌ ‌Make‌ ‌Your‌ ‌2020‌ ‌—‌ ‌With‌ ‌Jeff‌ ‌Maxey‌ ‌and‌ ‌Jack‌ ‌Martin‌ ‌...

Duration:00:30:10

Episode 12 – Building a Tax-Free Retirement – With Patrick Kelly

10/21/2020
Bestselling author Patrick Kelly wants advisors and pre-retirees to realize that building a tax-free retirement is entirely possible. To achieve this, all you need to do is to work with an individual who fully understands the tax-free retirement strategy. In this episode, Patrick Kelly discusses this strategy and how it benefits financial advisors and clients … Continue reading Episode 12 – Building a Tax-Free Retirement – With Patrick Kelly →

Duration:00:24:05

Episode 11 – Creating Income That Won’t Outlast Your Retirement — With Mike Harris and Jon Rosborough

10/9/2020
The Alliance for Lifetime Income believes that no American should face the prospect of running out of money in retirement. That’s why they’re helping Americans create plans that will ensure they can live their lives without running out of money. In this episode, join The Alliance for Lifetime Income’s Mike Harris and Jon Rosborough and … Continue reading Episode 11 – Creating Income That Won’t Outlast Your Retirement — With Mike Harris and Jon Rosborough →

Duration:00:27:17

Episode 10 – How to Connect the Dots to Avoid the Worst of the Worst – With Brett Saso

9/23/2020
Retirement Architecture’s Brett Saso doesn’t believe in looking at your past life experiences as failures. Instead, he says we should consider our life experiences as stepping stones that will help us connect the dots of our lives for a stronger tomorrow. In this episode, join Brett as he shares his first-hand experience with failure and … Continue reading Episode 10 – How to Connect the Dots to Avoid the Worst of the Worst – With Brett Saso →

Duration:00:35:31

Episode 9 – How to Grow Your Financial Practice – With Matt Halloran

9/9/2020
While you might have countless ideas on how to improve your advisory practice, how can you actually put those ideas into practice to bring about real change? In this episode, discover how you can grow your practice with key tips and tricks from Top Advisor Marketing’s CEO, Matt Halloran. From expanding your financial practice to … Continue reading Episode 9 – How to Grow Your Financial Practice – With Matt Halloran →

Duration:00:27:34

Episode 8 – Retirement Research Insight for Advisors – With David Blanchett

8/26/2020
As Morningstar Investment Management’s head of retirement research, David Blanchett, PhD, CFA, CFP® is driven to uncover ways people, and advisors, can create better outcomes. In this episode, David shares some of the latest insight he’s gained through his research, covering everything from the value of professional advice to the value of creating income for … Continue reading Episode 8 – Retirement Research Insight for Advisors – With David Blanchett →

Duration:00:27:51