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)
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 they...Tags: ADOs Business Development FinTech Investing Marketing Podcast RIAs Sustainability Trends
How to Grow Your Financial Practice – With Matt Halloran (Ep. 9)
Subscribe While you might have countless ideas on how to improve your advisory practice, how can you actually put those ideas into practice to bring about real change? In this episode, discover how you can grow your practice with key tips and tricks from Top...Tags: Business Development FinTech Marketing Podcast Retirement Planning RIAs Sustainability Trends Websites
Episode 6 – Marketing and Website Development Strategies for Financial Professionals – With Samantha Russell
Subscribe As a financial professional, you likely spend most of your time providing clients with high-quality service. As a result, it can be difficult to find time to boost your firm through strategic content and digital marketing. Today, Twenty Over Ten’s Samantha Russell shares her...Tags: Business Development FinTech Marketing Personalization Podcast RIAs Sustainability Websites
Are You Building a Sustainable 21st-Century Retirement Planning Business? (Ep. 2)
Subscribe Do you know how to build a sustainable business that creates long-lasting value and a highly personalized experience for your clients? In this episode of The Breakthrough Advisor, InsurMark vice president Jeff Maxey uncovers what InsurMark is doing to help advisors digitally transform and...Tags: ADOs FinTech Marketing Personalization Podcast Retirement Planning RIAs Sustainability Websites
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.