The Steps To An Effective Marketing Plan — Part 1 (Ep. 39)
This week, Jack Martin covers three out of the seven elements of an effective marketing plan for financial advisors. Jack shares the key ways to grow in the financial space and how to use these must-know elements to create a strategy to keep your clients engaged.
Tags: Clients Communication Content Marketing Financial Advisors InsurMark Marketing Marketing Plan Marketing Tips Niche Podcast Selling Social Media Storytelling Strategy The Breakthrough Advisor
Differentiation & Digitalization: Advisors, Here’s What You Need To Thrive in 2023 with Stephanie Bogan (Ep. 38)
In this episode, uber successful business coach and the founder of Limitless Adviser Coaching, Stephanie Bogan, joins Jack Martin to unpack the keys to being a happier and more successful advisor in 2023. Stephanie details the mindset and strategies that ambitious advisors should adopt in order to experience hockey stick growth in 2023.
Tags: Automation Business Coach Client Experience Client Service Model Clients Differentiation Digitization InsurMark Limitless Adviser Coaching Marketing Podcast Relationship The Breakthrough Advisor Trust
The New Retirement Mindset with Dr. Wade Pfau (Ep.37)
In this episode, Jack Martin is joined by Dr. Wade Pfau from The American College of Financial Services. Dr. Pfau unveils must-know strategies for effective retirement planning while detailing the tips and tricks you need to maximize your client’s retirement income through tax planning and efficient distribution.
Tags: Financial Planning InsurMark Podcast Retirement Income Retirement Planning Tax Planning The Breakthrough Advisor
Your 2022 Playbook for the New Retirement Realities with Dr. Michael Finke (Ep. 36)
This week, professor and expert in retirement investing, income planning, and life satisfaction Michael Finke highlights how advisors can help retirees manage their spending and maximize their investments without outliving their assets. Michael also shares how advisors like you can support clients navigate their retirement income planning during inflationary periods.
Tags: Advisors Annuities Clients Finances Insurance InsurMark Long-Life Income Club Podcast Retiree Spending Retirement Retirement Income Planning The Breakthrough Advisor
Time-Sensitive Tax Planning Tips for Q4 with Ed Slott, CPA (Ep. 35)
In this episode, Jack Martin sits down with Ed Slott to unpack the action items you need to assist your clients with their tax planning. Ed outlines how to approach clients with an efficient and value-packed plan while detailing how these opportunities benefit client loyalty and business growth.
Tags: InsurMark IRA Life Insurance Permanent Life Insurance Podcast Retirement Roth Conversions Tax Planning Taxes
The 2022 Secret Formula To Client Loyalty and Abundant Referrals with Julie Littlechild (Ep. 34)
In this episode, Julie Littlechild, the CEO and founder of Absolute Engagement, joins Jack Martin to explain the value of true engagement and leadership when maintaining client and advisor relationships. Julie unpacks the tips you need to start engaging with your clients in the right ways.
Tags: Absolute Engagement Advisors Client Relationships Engagement InsurMark Personalized Experience Podcast The Breakthrough Advisor Value
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.