28 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.

The 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.

    27. How Annuities Let Americans Enjoy a Secure Retirement with Michelle Richter

    27. How Annuities Let Americans Enjoy a Secure Retirement with Michelle Richter

    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 … Continue reading 27. How Annuities Let Americans Enjoy a Secure Retirement with Michelle Richter →

    • 29 min
    26. What Financial Advisors Should Expect From Their Websites in 2022 with Graham Turner

    26. What Financial Advisors Should Expect From Their Websites in 2022 with Graham Turner

    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 … Continue reading 26. What Financial Advisors Should Expect From Their Websites in 2022 with Graham Turner →

    • 28 min
    25. Tax Planning Solutions Made Easy For Advisors With Kevin Lozer, CFP®

    25. Tax Planning Solutions Made Easy For Advisors With Kevin Lozer, CFP®

    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. … Continue reading 25. Tax Planning Solutions Made Easy For Advisors With Kevin Lozer, CFP® →

    • 22 min
    24. The Value Behind a Data-Driven Approach to Annuities for Advisors With Tamiko Toland

    24. The Value Behind a Data-Driven Approach to Annuities for Advisors With Tamiko Toland

    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 … Continue reading 24. The Value Behind a Data-Driven Approach to Annuities for Advisors With Tamiko Toland →

    • 32 min
    23. How To Achieve Objective Index Ratings and Forecasts with Laurence Black from The Index Standard®

    23. How To Achieve Objective Index Ratings and Forecasts with Laurence Black from The Index Standard®

    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 … Continue reading 23. How To Achieve Objective Index Ratings and Forecasts with Laurence Black from The Index Standard® →

    • 28 min
    22. Viewing Retirement As Personal Preferences Rather Than Behavioral Finance with Wade Pfau, Ph.D., CFA, RICP®

    22. Viewing Retirement As Personal Preferences Rather Than Behavioral Finance with Wade Pfau, Ph.D., CFA, RICP®

    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 … Continue reading 22. Viewing Retirement As Personal Preferences Rather Than Behavioral Finance with Wade Pfau, Ph.D., CFA, RICP® →

    • 32 min

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