Harnessing Fintech Innovation For 2024 Marketing Success with Diana Cabrices (Ep. 54)
With a rise in FinTech solutions, wealth management has become a rapidly evolving landscape. This demands advisors to stay ahead of the curve — especially with marketing and advice engagement. In this episode, Diana Cabrices, Chief Evangelist to B2B WealthTech Brands, joins Jack Martin. As...Tags: Advice Engagement Business Development Business Growth Diana Cabrices Digital Footprint Digital Marketing Financial Advisors FinTech Innovation InsurMark Podcast The Breakthrough Advisor™ Wealth Management
Engaging Client Advice Around Moments That Matter with Philipp Hecker (Ep. 50)
The financial services industry is shifting. Moving beyond investment products, clients want personalized advice that is timely, relevant, and impactful. In other words, they want proactive advice during moments that matter. In this episode, Philipp Hecker, the CEO of Bento Engine, joins Jack Martin to...Tags: Advice Engagement Business Growth Client Experience Client Relationship Management CRM Financial Advisors Financial Technology FinTech InsurMark Organic Growth Podcast The Breakthrough Advisor™
The Path to Hyper-Growth: Here’s How to Turn Your Business Into an Organic Growth Engine (Ep. 49)
Advisors have historically relied on referrals. But how do you stop the referral streams from drying up? How do you achieve sustainable organic growth instead of solely relying on market gains? Find out in this week’s episode as Jack Martin explores the path to hyper-growth...Tags: Advice Engagement Business Growth Client Relationship Management CRM FinTech InsurMark Lead Conversion Organic Growth Podcast Referrals Scalability The Breakthrough Advisor™ Webinars
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)
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...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
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.