The 2022 Secret Formula To Client Loyalty and Abundant Referrals with Julie Littlechild (Ep. 34)
09/21
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. … Using Technology to Level Up! Your Annuity Business with Keith Burger (Ep. 33)
09/07
In this episode, Keith Burger, the head of distribution in North America at Luma Financial Technologies, explains what it takes to bring yourself to the next level of financial advising … The Four Traits of a Breakthrough Advisor with Don Quante (Ep. 32)
06/08
In this episode, Lifetime MDRT Top of the Table and Million Dollar Advisor, Don Quante reveals four key traits advisors must have to elevate their practice to new heights. Plus … Here’s What’s Going on in the Index World with Laurence Black (Ep. 31)
04/27
Whether your clients are searching for the best performing indices, ETFs, or annuities, The Index Standard® provides unbiased perspective, objective comparisons, and informative guides that demystify complex index concepts.
… How to Approach Taxes for Short and Long-Term Goals With Jeff Levine (Ep. 30)
03/09
This week, the Chief Planning Officer at Buckingham Wealth Partners, Jeff Levine, joins Jack Martin to unveil what to expect in 2022 to effectively plan and prepare your client taxes. … Get Ahead With Effective Social Security Planning with Jack Sharry & Jeff Quigley (Ep. 29)
02/17
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 … Advisors, Here’s Your Top To-Do List For 2022 with Matt Halloran (Ep. 28)
01/19
If you are a financial advisor who makes your clients or prospects feel that you have a solution for uncertain times, you have an opportunity to exponentially grow in 2022. … What Financial Advisors Should Expect From Their Websites in 2022 with Graham Turner (Ep. 26)
11/17
Advisors, what do you expect from your website? In this episode, Jack Martin speaks with Graham Turner, the CEO of Advisor Websites, to dig into the elements of advisor websites. … Tax Planning Solutions Made Easy For Advisors With Kevin Lozer, CFP® (Ep. 25)
09/08
Subscribe 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 … FOR FINANCIAL PROFESSIONAL USE ONLY.
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NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES.
Breakthrough Advisor
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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.