Get Ahead With Effective Social Security Planning with Jack Sharry & Jeff Quigley (Ep. 29)
In this episode, LifeYield’s CMO, Jack Sharry, and Senior Vice President, Jeff Quigley, discuss the importance of starting the Social Security conversation with your clients sooner rather than later. Plus, they reveal how you can use their technology when navigating these complex conversations.
Tags: Annuities Business Development FinTech Marketing Podcast Relationship Building Retirement Planning RIAs Social Security Trends
Tax Planning Solutions Made Easy For Advisors With Kevin Lozer, CFP® (Ep. 25)
Subscribe 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...Tags: Business Development FinTech Podcast RIAs Roth IRA Taxes
The Value Behind a Data-Driven Approach to Annuities for Advisors With Tamiko Toland (Ep. 24)
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...Tags: Annuities FinTech Insurance Podcast Relationship Building Retirement Planning RIAs
Using Genivity to Measure Your Clients’ Wealth and Health With Heather Holmes (Ep. 19)
Subscribe Did you know that only 11% of clients feel like they can have health and longevity planning discussions with their financial advisors? Discover how you can encourage your clients to broach this subject with you as their trusted advisor in this week’s conversation with...Tags: Business Development FinTech Investing Podcast Retirement Planning RIAs Sustainability
How to Step Up Your Online Marketing Game — With Robert Sofia (Ep. 16)
Subscribe As an advisor, how can you better incorporate marketing and business technology solutions into your practice? Find out in this episode of The Breakthrough Advisor with Snappy Kraken CEO and chairman, Robert Sofia! Robert details Snappy Kraken’s marketing automation and online advertising approach, which...Tags: ADOs Business Development FinTech Marketing Personalization Podcast RIAs Sustainability Websites
Advisor Lessons from 2020 (Ep. 15)
Subscribe 2020 has been a challenging year for many, but it has also given us many lessons and tools that we can carry for years to come. In this episode, join Jack Martin and Jeff Maxey as they dive into a conversation about the lessons...Tags: ADOs Business Development FinTech Investing Marketing Podcast RIAs Sustainability Trends
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.