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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.

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

How to Prepare for the Tax Tsunami: Navigating Rising Tax Rates with Tom Hegna (Ep. 58)

2/21/2024
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.

Duration:00:15:35

The Growth Engine Blueprint for Advisors with Stephanie Bogan (Ep. 57)

2/7/2024
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.

Duration:00:33:25

Integrating Indexed Annuities Into the 60/40 and Other Portfolios with Laurence Black and Dr. Jay Watson (Ep. 56)

1/24/2024
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.

Duration:00:40:02

Wealth Transfer and Tax Planning Opportunities in 2024 with Ed Slott (Ep. 55)

1/2/2024
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.

Duration:00:26:41

Harnessing Fintech Innovation For 2024 Marketing Success with Diana Cabrices (Ep. 54)

12/6/2023
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.

Duration:00:29:12

Creating an Unforgettable Client Experience (Ep. 53)

11/8/2023
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.

Duration:00:23:05

Simplify and De-Mystify Tax Planning with Chris Field (Ep. 52)

10/25/2023
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.

Duration:00:29:16

Navigating Uncertainty in Retirement with Michael Harris and Steve Gresham (Ep. 51)

10/4/2023
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.

Duration:00:35:07

Engaging Client Advice Around Moments That Matter with Philipp Hecker (Ep. 50)

9/21/2023
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.

Duration:00:28:30

The Path to Hyper-Growth: Here’s How to Turn Your Business Into an Organic Growth Engine (Ep. 49)

8/30/2023
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.

Duration:00:22:54

Charting New Paths with Jeff Maxey (Ep. 48)

8/16/2023
Marking a remarkable milestone, InsurMark recently celebrated its 40th anniversary! And amidst this jubilant occasion, InsurMark also appointed a new president, Jeff Maxey, who is on a mission to help advisors take their businesses to new levels of success. In this episode, Jack Martin interviews... The post Charting New Paths with Jeff Maxey (Ep. 48) first appeared on InsurMark.

Duration:00:15:50

Creating Superfans: Here’s How to Turn Your Customers Into Lifelong Advocates with Brittany Hodak (Ep. 47)

7/19/2023
In this episode, Jack Martin sits down with Brittany Hodak, keynote speaker and the author of “Creating Superfans: How To Turn Your Customers Into Lifelong Advocates,” to explore her journey in creating superfans. The post Creating Superfans: Here’s How to Turn Your Customers Into Lifelong Advocates with Brittany Hodak (Ep. 47) first appeared on InsurMark.

Duration:00:32:41

Personalized Longevity Can Address Your Client’s Scariest Wealth and Health Pain Points with Heather Holmes (Ep. 46)

6/28/2023
In this episode, Heather Holmes, the founder and CEO of Genivity, joins Jack Martin to explore the firm’s Health Analysis and Longevity Optimizer (HALO) and ways it’s revolutionizing longevity planning for advisors and their clients. The post Personalized Longevity Can Address Your Client’s Scariest Wealth and Health Pain Points with Heather Holmes (Ep. 46) first appeared on InsurMark.

Duration:00:23:49

An Advisor-Friendly Approach to More Successful Selling with Marc Lamson (Ep. 45)

6/14/2023
In this episode, Marc Lamson, the president of ASLAN Training, explores the techniques advisors need to convert leads into long-term clients while unveiling powerful strategies to unlock the potential of organic growth. The post An Advisor-Friendly Approach to More Successful Selling with Marc Lamson (Ep. 45) first appeared on InsurMark.

Duration:00:26:56

The Seven Elements To Building A Million-Dollar Business, Part 2 (Ep. 44)

5/10/2023
In this episode, Jack Martin continues to talk about the elements you need to build a million-dollar business. From defining your niche to lead capture and the concept of funnels, Jack unveils how these elements contribute to growing your business while enhancing the relationship you have with your clients. The post The Seven Elements To Building A Million-Dollar Business, Part 2 (Ep. 44) first appeared on InsurMark.

Duration:00:24:18

Advisors, Ready To Become A Trusted Authority And A Lead Magnet? Get Started with Matt Halloran (Ep. 43)

4/5/2023
In this episode, Jack Martin sits down with Matt Halloran, the co-founder and chief relationship officer at ProudMouth. Matt explores the ins and outs of influence for financial advisors and the importance of building trust and connection with clients and prospects. The post Advisors, Ready To Become A Trusted Authority And A Lead Magnet? Get Started with Matt Halloran (Ep. 43) first appeared on InsurMark.

Duration:00:30:26

Mastering the FIA Index Landscape: Harness Expert Insights and Comprehensive Ratings for Optimal Asset Allocations with Laurence Black (Ep. 42)

3/22/2023
This week, Jack Martin sits down with Laurence Black, the founder of The Index Standard®. Laurence explains how his platform is providing clarity and simplifying complex index concepts for financial advisors and their clients. The post Mastering the FIA Index Landscape: Harness Expert Insights and Comprehensive Ratings for Optimal Asset Allocations with Laurence Black (Ep. 42) first appeared on InsurMark.

Duration:00:29:05

Capitalizing on Inflation and Taxes: A Three-Year Window for Advisors with Ed Slott, CPA (Ep. 41)

3/8/2023
Are you an advisor looking to help your clients minimize future tax burdens? In this episode, Ed Slott talks about inflation and taxes while detailing some strategies advisors can use to help clients minimize future tax burdens. Listen in as Ed explains how inflation can... The post Capitalizing on Inflation and Taxes: A Three-Year Window for Advisors with Ed Slott, CPA (Ep. 41) first appeared on InsurMark.

Duration:00:18:00

Removing Mental Roadblocks: How To Change Anyone’s Mind with Jonah Berger (Ep.40)

2/8/2023
Get ready to discover the secrets to removing barriers and making your ideas contagious in this week’s episode of The Breakthrough Advisor with Jonah Berger, bestselling author, and professor at Wharton School at the University of Pennsylvania. The post Removing Mental Roadblocks: How To Change Anyone’s Mind with Jonah Berger (Ep.40) first appeared on InsurMark.

Duration:00:26:55

The Steps To An Effective Marketing Plan, Part 1 (Ep. 39)

1/25/2023
This week, Jack Martin covers three out of the seven elements of an effective marketing plan for financial advisors. Jack shares the key ways to grow in the financial space and how to use these must-know elements to create a strategy to keep your clients engaged. The post The Steps To An Effective Marketing Plan, Part 1 (Ep. 39) first appeared on InsurMark.

Duration:00:27:49