67 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.

    Make Tax Planning Your 2024 Business Growth Accelerator with Debra Taylor (Ep. 66)

    Make Tax Planning Your 2024 Business Growth Accelerator with Debra Taylor (Ep. 66)

    There are 3 ways an advisor grows their business: retain and deepen relationships with existing clients. Deepen relationships, increase share of wallet, and attract new clients. Tax planning does all three. In this episode, Jack Martin interviews Debra Taylor, CPA, PFS, CDFA®, JD, renowned tax...

    • 33 min
    Life-Changing Client Conversations at Moments That Matter with Dr. Amy D’Aprix (Ep. 65)

    Life-Changing Client Conversations at Moments That Matter with Dr. Amy D’Aprix (Ep. 65)

    Retirement, divorce, loss of a spouse, remarriage, aging, disability, becoming a caregiver…these are all life-changing moments for a client. Can you confidently handle these tough conversations? Join Jack Martin and Dr. Amy D’Aprix, a distinguished expert, speaker, and coach on life transitions, as they explore...

    • 31 min
    Unlock the Secret to Exceptional Organic Growth (Ep. 64)

    Unlock the Secret to Exceptional Organic Growth (Ep. 64)

    In an increasingly competitive financial services landscape, many advisors are struggling to maintain a strong and steady growth rate. The challenge often lies in standing out, building strong client relationships, and effectively leveraging available resources and strategies. In this episode, Jack Martin delves into the...

    • 26 min
    Living Too Long is About More Than Just Money (Ep. 63)

    Living Too Long is About More Than Just Money (Ep. 63)

    We all may be getting a little obsessed with living longer. And in a world increasingly fixated on longevity, the narrative often centers on financial concerns like outliving assets. But it’s about so much more! In this episode, Jack Martin explores how planning for a...

    • 31 min
    How 6000 Advisors Solved the Growth Puzzle with Robert Sofia (Ep. 62)

    How 6000 Advisors Solved the Growth Puzzle with Robert Sofia (Ep. 62)

    Are you curious about how top advisors are accelerating their organic growth? Data from 6,000 advisors has revealed some interesting insights! Discover the mindset, strategies, and tools that have propelled advisors to rapid growth in today’s digital age. Jack Martin interviews Robert Sofia, co-founder and...

    • 35 min
    Giving Retirees Permission to Spend with Tamiko Toland (Ep. 61)

    Giving Retirees Permission to Spend with Tamiko Toland (Ep. 61)

    Retirees are often so worried about running out of money that they fail to enjoy their golden years to the fullest. As their advisor, you can help them find the confidence to spend. Tune in to Jack Martin’s conversation with Tamiko Toland (aka the Annuity...

    • 34 min

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