10 episodes

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.

Breakthrough Advisor InsurMark

    • Business

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.

    Differentiation & Digitalization: Advisors, Here’s What You Need To Thrive in 2023 with Stephanie Bogan (Ep. 38)

    Differentiation & Digitalization: Advisors, Here’s What You Need To Thrive in 2023 with Stephanie Bogan (Ep. 38)

    In this episode, uber successful business coach and the founder of Limitless Adviser Coaching, Stephanie Bogan, joins Jack Martin to unpack the keys to being a happier and more successful advisor in 2023. Stephanie details the mindset and strategies that ambitious advisors should adopt in order to experience hockey stick growth in 2023.

    • 27 min
    The New Retirement Mindset with Dr. Wade Pfau (Ep.37)

    The New Retirement Mindset with Dr. Wade Pfau (Ep.37)

    In this episode, Jack Martin is joined by Dr. Wade Pfau from The American College of Financial Services. Dr. Pfau unveils must-know strategies for effective retirement planning while detailing the tips and tricks you need to maximize your client’s retirement income through tax planning and efficient distribution.

    • 30 min
    Your 2022 Playbook for the New Retirement Realities with Dr. Michael Finke (Ep. 36)

    Your 2022 Playbook for the New Retirement Realities with Dr. Michael Finke (Ep. 36)

    This week, professor and expert in retirement investing, income planning, and life satisfaction Michael Finke highlights how advisors can help retirees manage their spending and maximize their investments without outliving their assets. Michael also shares how advisors like you can support clients navigate their retirement income planning during inflationary periods. 

    • 27 min
    Time-Sensitive Tax Planning Tips for Q4 with Ed Slott, CPA  (Ep. 35)

    Time-Sensitive Tax Planning Tips for Q4 with Ed Slott, CPA  (Ep. 35)

    In this episode, Jack Martin sits down with Ed Slott to unpack the action items you need to assist your clients with their tax planning. Ed outlines how to approach clients with an efficient and value-packed plan while detailing how these opportunities benefit client loyalty and business growth. 

    • 14 min
    The 2022 Secret Formula To Client Loyalty and Abundant Referrals with Julie Littlechild (Ep. 34)

    The 2022 Secret Formula To Client Loyalty and Abundant Referrals with Julie Littlechild (Ep. 34)

    In this episode, Julie Littlechild, the CEO and founder of Absolute Engagement, joins Jack Martin to explain the value of true engagement and leadership when maintaining client and advisor relationships. Julie unpacks the tips you need to start engaging with your clients in the right ways.

    • 36 min
    Using Technology to Level Up! Your Annuity Business with Keith Burger (Ep. 33)

    Using Technology to Level Up! Your Annuity Business with Keith Burger (Ep. 33)

    In this episode, Keith Burger, the head of distribution in North America at Luma Financial Technologies, explains what it takes to bring yourself to the next level of financial advising and how Luma Financial Technologies can help you and your business get there. 

    • 26 min

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