Breakthrough Advisor

Business & Economics Podcasts

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

Episodes

The Digital Shift Advisors Can’t Ignore with David Anderson (Ep. 87)

Uncovering Opportunities from the One Big Beautiful Bill Act with David Foster (Ep. 86)

How to Turn New Tax Laws Into New Clients with Patrick Kelly (Ep. 85)

Mastering Human Connection for Real Growth with Jason Jenkins (Ep. 84)

Increase Your Win Rate: Proven Techniques for Financial Advisors (Ep. 83)

Beyond Optimization: The New Social Security Risks (and How to Solve Them) (Ep. 82)

Revolutionizing Client Relationships and Acquisition with Tom Rieman (Ep 81)

Understanding the Social Security Fairness Act with Mary Beth Franklin (Ep. 80)

Every Successful Advisor Deserves A Great Liquidity Event with David Grau Jr (Ep. 79)

Post-election IRA and tax planning strategies with Ed Slott (Ep. 78)

Trust-Based Selling as an Advisor in a Commoditized Market with Ari Galper (Ep. 77)

Permission to Spend: Next Level Retirement Income Planning with Michael Finke (Ep. 76)

Breaking Down Tax Changes: What Advisors Need to Know with Jeffrey Levine (Episode 75)

What the 4th Quarter and the Planned Tax Shake-up Mean for Advisors with Debra Taylor (Ep. 74)

Simplifying Social Security for Advisors with Mary Beth Franklin (Ep. 73)

Winning Leadership in Times of Adversity With Ron Shurts (Ep. 72)

Retirement Income: Personalizing the Risks & Solutions with David Blanchett (Ep. 71)

Reimagining Retirement Income Planning with Dr. Wade Pfau (Ep. 70)

Video Marketing, Snackable Bites, and Client Testimonials with Laura Garfield (Ep. 69)

Make Life Insurance Work for Your Clients’ Retirement Plans with Patrick Kelly (Ep. 68)