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

11/20

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

Behavioral Finance, Client Relationships, Financial Advisors, Financial Wellbeing, InsurMark

 

Breaking Down Tax Changes: What Advisors Need to Know with Jeffrey Levine (Episode 75)

11/04

Jack Martin sits down with Jeffrey Levine, Chief Planning Officer at Buckingham Wealth Partners, for an in-depth exploration of impending tax legislation.

Buckingham Wealth Partners, Election Impact, Estate Planning, Financial Advisors, Holistiplan

 

What the 4th Quarter and the Planned Tax Shake-up Mean for Advisors with Debra Taylor (Ep. 74)

10/23

Jack Martin chats with Debra Taylor about making tax planning a year-round effort. Learn how regular tax strategy can ease the year-end crunch.

Client Support, Debra Taylor, Estate Tax Planning, Financial Advisors, InsurMark

 

Simplifying Social Security for Advisors with Mary Beth Franklin (Ep. 73)

09/30

Jack Martin discusses strategies for optimizing retirement income with Mary Beth Franklin. Mary Beth shares advice to help stay ahead in a changing landscape.

Financial Advisors, InsurMark, Podcast, Retirement Income Strategies, Social Security

 

Winning Leadership in Times of Adversity With Ron Shurts (Ep. 72)

09/17

Learn about the attributes of leadership that distinguish top-performing financial advisors in this compelling episode of The Breakthrough Advisor™.

Annexus Group, Control the Grind, CTG, Effective Leadership Attributes, Financial Advisor Growth Strategies

 

Retirement Income: Personalizing the Risks & Solutions with David Blanchett (Ep. 71)

09/04

Jack Martin and David Blanchett of PGIM DC Solutions, discuss whether the U.S. is experiencing a retirement crisis or just significant challenges.

Financial Advisors, InsurMark, Longevity Risk, Podcast, Retirement Income

 

Reimagining Retirement Income Planning with Dr. Wade Pfau (Ep. 70)

08/28

Jack Martin sits down with Dr. Wade Pfau, to explore developments in annuities, and examine the evolving landscape of retirement income planning. 

Annuities, Asset Allocation Modern Portfolio Theory, Bonds, Financial Advisors, Fixed Annuities

 

Video Marketing, Snackable Bites, and Client Testimonials with Laura Garfield (Ep. 69)

08/06

Are you leveraging the full potential of video to connect with your clients? Video marketing can transform your financial advisory practice.

Client Engagement, Financial Advisors, InsurMark, Podcast, Storytelling In Finance

 

Make Life Insurance Work for Your Clients’ Retirement Plans with Patrick Kelly (Ep. 68)

07/24

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. 

Anxiety, Emotional Resilience, Empowerment, Fear, Financial Decisions

 

Trusted Advisor Status is a 2024 Advisor Growth Strategy with Charles Green (Ep. 67)

07/12

Advisors have three pillars of growth: client retention, increasing share of wallet, and new client acquisition. All three are driven by trust.

Building Trust, Client Acquisition, Financial Advisors, InsurMark, Podcast