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.
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 confidence?
In this episode, Jack Martin sits down with Michelle Richter, the founder of Fiduciary Insurance Services, LLC. Together...
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 aren’t for everyone.
Plus, Graham discusses the power of fintech and the reasons why s...
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.
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 boomers feel about annuities while revealing how advisors can ac...
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 you strengthen your client services.
Laurence highlights how his organization provides advisor-related unbiased ind...
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 the company helps advisors like you approach client ret...
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 some of the best-suited strategies and discover must-know considerations for guiding...
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 advice so that you, too, can become a...
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 a scientific and health approach to develop personalized financial and longevity projec...
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 plan according to their needs to enhance client input, communication, and the overall client experienc...
If you can never get enough true crime... Congratulations, you’ve found your people.
Bone Valley is a 9-episode true crime podcast. New episodes are available for free every Wednesday. In 1987, 18-year-old Michelle Schofield was found dead in a phosphate pit in Florida. Two years later, her husband Leo was convicted and sentenced to life in prison. Fifteen years later, previously unidentified fingerprints matched Jeremy Scott--a violent teenager who lived nearby. Jeremy has since confessed to Michelle’s murder. Yet Leo Schofield remains behind bars. In this groundbreaking podcast, Bone Valley host Gilbert King uncovers startling new evidence that Jeremy is responsible for a string of murders. King is the author of the Pulitzer Prize-winning book, Devil in the Grove, which led to the exonerations of four innocent men. Bone Valley is a production of Lava for Good Podcasts in association with Signal Co. No1.
Anderson Cooper takes us on a deeply personal exploration of loss and grief. He starts recording while packing up the apartment of his late mother Gloria Vanderbilt. Going through her journals and keepsakes, as well as things left behind by his father and brother, Cooper begins a series of emotional and moving conversations about the people we lose, the things they leave behind, and how to live on - with loss, with laughter, and with love.
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations.
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks then look no further. Josh and Chuck have you covered.