Mastering the FIA Index Landscape: Harness Expert Insights and Comprehensive Ratings for Optimal Asset Allocations with Laurence Black (Ep. 42)
This week, Jack Martin sits down with Laurence Black, the founder of The Index Standard®. Laurence explains how his platform is providing clarity and simplifying complex index concepts for financial advisors and their clients.
Tags: Annuities Clients ETFs Finances Financial Advisors Forecast Index Investors Podcast Predictions Rating System The Breakthrough Advisor The Index Standard®
Capitalizing on Inflation and Taxes: A Three-Year Window for Advisors with Ed Slott, CPA (Ep. 41)Are you an advisor looking to help your clients minimize future tax burdens? In this episode, Ed Slott talks about inflation and taxes while detailing some strategies advisors can use to help clients minimize future tax burdens. Listen in as Ed explains how inflation can...
Tags: 401(k) Plans Advisors Clients Financial Advice Financial Planning Inflation InsurMark Investment Strategies IRAs Life Insurance Podcast Retirement Planning Tax Bracket Tax Planning Tax Rates Tax Sales The Breakthrough Advisor
Removing Mental Roadblocks: How To Change Anyone’s Mind with Jonah Berger (Ep.40)
Get ready to discover the secrets to removing barriers and making your ideas contagious in this week’s episode of The Breakthrough Advisor with Jonah Berger, bestselling author, and professor at Wharton School at the University of Pennsylvania.
Tags: Advisors Advocates Barriers Catalyst Change Client-Advisor Relationship Clients Decision-Making InsurMark Podcast Practice Solutions The Breakthrough Advisor
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
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.