Breakthrough Advisor

InsurMark
  • 5.0 (1)
  • MARKETING
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.

  1. APR 2

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

    Join Randy Yost and Deirdre Van Nest as they discuss how she now empowers financial advisors to build trust and connect deeply with clients.

    29 min

  2. FEB 20

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

    Jack Martin chats with David Duley, founder of PlanGap, about how advisors can navigate the ever-shifting landscape of Social Security.

    33 min

  3. FEB 3

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

    Jack Martin and Tom Rieman explore the elements that drive a successful advisory practice, with a fresh approach to improving client-advisor relationships.

    36 min

  4. JAN 13

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

    Jack Martin sits down with Mary Beth Franklin to discuss the newly passed Social Security Fairness Act and its implications for retirement income planning.

    35 min

  5. JAN 3

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

    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.

    35 min

  6. 2024-12-18

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

    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.

    33 min

  7. 2024-12-04

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

    Jack Martin speaks with Ari Galper, a renowned authority in trust-based selling. Ari shares his "One Call Sale."

    29 min

  8. 2024-11-20

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

    Jack Martin speaks with Michael Finke, Co-Founder of IncomePath and wealth management professor & researcher at the American College of Financial Services.

    35 min
See All (84)

Ratings & Reviews

About

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.

Information

  • Creator
    InsurMark
  • Years Active
    2020 - 2025
  • Episodes
    84
  • Rating
    Clean
  • Copyright
    © The Breakthrough Advisor™ All Rights Reserved
  • Show Website
    Breakthrough Advisor

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