The Breakthrough Advisor™

The Breakthrough Advisor™

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.

Episodes

December 1, 2021 29 min

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...

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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...

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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.

Kevin discusses:

  • How his time as a financial advisor helped pave the way for starting ...
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    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...

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    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...

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    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...

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    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...

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    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...

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    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...

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    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...

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    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...
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    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...
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    December 23, 2020 33 min
    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 →
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    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 →
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    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 ‌...
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    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 Pa...
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    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 H...
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    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...
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    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 →
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    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 –...
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