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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

 

Make Tax Planning Your 2024 Business Growth Accelerator with Debra Taylor (Ep. 66)

06/20

There are 3 ways an advisor grows their business: retain and deepen relationships with existing clients. Deepen relationships, increase share of wallet, and attract new clients. Tax planning does all three. In this episode, Jack Martin interviews Debra Taylor, CPA, PFS, CDFA®, JD, renowned tax...

Advisors, Client Engagement, Financial Advisors, InsurMark, Podcast

 

Life-Changing Client Conversations at Moments That Matter with Dr. Amy D’Aprix (Ep. 65)

06/05

Retirement, divorce, loss of a spouse, remarriage, aging, disability, becoming a caregiver…these are all life-changing moments for a client. Can you confidently handle these tough conversations? Join Jack Martin and Dr. Amy D’Aprix, a distinguished expert, speaker, and coach on life transitions, as they explore...

Client Relationships, Dr. Amy, Emotional Connection, EQ, Financial Advisors

 

Unlock the Secret to Exceptional Organic Growth (Ep. 64)

05/22

In an increasingly competitive financial services landscape, many advisors are struggling to maintain a strong and steady growth rate. The challenge often lies in standing out, building strong client relationships, and effectively leveraging available resources and strategies. In this episode, Jack Martin delves into the...

Digital Transformation, Emotional Connection, Financial Advisors, InsurMark, Personalization