Breakthrough Advisor Podcast

Using Technology to Level Up! Your Annuity Business with Keith Burger (Ep. 33)

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 and how Luma Financial Technologies can help you and your business get there. 

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The Four Traits of a Breakthrough Advisor with Don Quante (Ep. 32)

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, he explains everything you need to know about addressing clients’ long-term healthcare concerns and building the business of your dreams.

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Get Ahead With Effective Social Security Planning with Jack Sharry & Jeff Quigley (Ep. 29)

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, they reveal how you can use their technology when navigating these complex conversations.

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Advisors, Here’s Your Top To-Do List For 2022 with Matt Halloran (Ep. 28)

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.  In this episode, Jack Martin sits down with ProudMouth’s CRO and co-founder, Matt Halloran. Together,...

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I WANT TO MAKE 2022 MY BEST YEAR!