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69 episodes
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Breakthrough Advisor InsurMark
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- Business
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5.0 • 1 Rating
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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.
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Make Life Insurance Work for Your Clients’ Retirement Plans with Patrick Kelly (Ep. 68)
In this episode of The Breakthrough Advisor™, Jack Martin sits down with Patrick Kelly to explore the powerful benefits of integrating life insurance into retirement strategies.
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Trusted Advisor Status is a 2024 Advisor Growth Strategy with Charles Green (Ep. 67)
Advisors have three pillars of growth: client retention, increasing share of wallet, and new client acquisition. All three are driven by trust.
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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...
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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...
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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...
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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...
Customer Reviews
Informative!
Jack does a great job of getting to the heart of growing and managing a financial services business. He has great guests and it’s professional.