Breakthrough Advisor

Jack Martin chats with David Duley, founder of PlanGap, about how advisors can navigate the ever-shifting landscape of Social Security. The post Beyond Optimization: The New Social Security Risks (and How to Solve Them) (Ep. 82) first appeared on Simplicity InsurMark.

Jack Martin and Tom Rieman explore the elements that drive a successful advisory practice, with a fresh approach to improving client-advisor relationships. The post Revolutionizing Client Relationships and Acquisition with Tom Rieman (Ep 81) first appeared on Simplicity InsurMark.

Jack Martin sits down with Mary Beth Franklin to discuss the newly passed Social Security Fairness Act and its implications for retirement income planning. The post Understanding the Social Security Fairness Act with Mary Beth Franklin (Ep. 80) first appeared on Simplicity InsurMark.

Jack Martin interviews David Grau Jr, MBA, CEO of Succession Resource Group and Co-Founder of LendingWell, to discuss the buzz around mergers and acquisitions. The post Every Successful Advisor Deserves A Great Liquidity Event with David Grau Jr (Ep. 79) first appeared on Simplicity InsurMark.

Jack Martin discusses with Ed Slott how advisors can transform approaches to IRAs and tax planning in the face of changing legislation and economic trends. The post Post-election IRA and tax planning strategies with Ed Slott (Ep. 78) first appeared on Simplicity InsurMark.

Jack Martin speaks with Ari Galper, a renowned authority in trust-based selling. Ari shares his "One Call Sale." The post Trust-Based Selling as an Advisor in a Commoditized Market with Ari Galper (Ep. 77) first appeared on Simplicity InsurMark.

Jack Martin speaks with Michael Finke, Co-Founder of IncomePath and wealth management professor & researcher at the American College of Financial Services. The post Permission to Spend: Next Level Retirement Income Planning with Michael Finke (Ep. 76) first appeared on Simplicity InsurMark.

Jack Martin sits down with Jeffrey Levine, Chief Planning Officer at Buckingham Wealth Partners, for an in-depth exploration of impending tax legislation. The post Breaking Down Tax Changes: What Advisors Need to Know with Jeffrey Levine (Episode 75) first appeared on Simplicity InsurMark.

Jack Martin chats with Debra Taylor about making tax planning a year-round effort. Learn how regular tax strategy can ease the year-end crunch. The post What the 4th Quarter and the Planned Tax Shake-up Mean for Advisors with Debra Taylor (Ep. 74) first appeared on Simplicity InsurMark.

Jack Martin discusses strategies for optimizing retirement income with Mary Beth Franklin. Mary Beth shares advice to help stay ahead in a changing landscape. The post Simplifying Social Security for Advisors with Mary Beth Franklin (Ep. 73) first appeared on Simplicity InsurMark.

Learn about the attributes of leadership that distinguish top-performing financial advisors in this compelling episode of The Breakthrough Advisor™. The post Winning Leadership in Times of Adversity With Ron Shurts (Ep. 72) first appeared on Simplicity InsurMark.

Jack Martin and David Blanchett of PGIM DC Solutions, discuss whether the U.S. is experiencing a retirement crisis or just significant challenges. The post Retirement Income: Personalizing the Risks & Solutions with David Blanchett (Ep. 71) first appeared on Simplicity InsurMark.

Jack Martin sits down with Dr. Wade Pfau, to explore developments in annuities, and examine the evolving landscape of retirement income planning. The post Reimagining Retirement Income Planning with Dr. Wade Pfau (Ep. 70) first appeared on Simplicity InsurMark.

Are you leveraging the full potential of video to connect with your clients? Video marketing can transform your financial advisory practice. The post Video Marketing, Snackable Bites, and Client Testimonials with Laura Garfield (Ep. 69) first appeared on Simplicity InsurMark.

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 Simplicity 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 Simplicity 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 Simplicity 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 Simplicity 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 Simplicity 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 Simplicity InsurMark.