Creating an Unforgettable Client Experience (Ep. 53)
11/08
Why are many Americans reluctant to see a financial advisor? Oftentimes, it is because of an unpleasant client experience. But how can advisors transform an unpleasant client experience into a memorable one? Find out in this episode as Jack Martin uncovers the biggest reasons why... Simplify and De-Mystify Tax Planning with Chris Field (Ep. 52)
10/25
Many clients experience a huge gap between the services they expect and the services provided by their advisors. This difference is evident in tax planning. In fact, 92% of clients expect tax planning advice, but only 25% get it! (Source: Spectrem Group) In this episode,... Engaging Client Advice Around Moments That Matter with Philipp Hecker (Ep. 50)
09/21
The financial services industry is shifting. Moving beyond investment products, clients want personalized advice that is timely, relevant, and impactful. In other words, they want proactive advice during moments that matter. In this episode, Philipp Hecker, the CEO of Bento Engine, joins Jack Martin to... The Path to Hyper-Growth: Here’s How to Turn Your Business Into an Organic Growth Engine (Ep. 49)
08/30
Advisors have historically relied on referrals. But how do you stop the referral streams from drying up? How do you achieve sustainable organic growth instead of solely relying on market gains? Find out in this week’s episode as Jack Martin explores the path to hyper-growth... Charting New Paths with Jeff Maxey (Ep. 48)
08/16
Marking a remarkable milestone, InsurMark recently celebrated its 40th anniversary! And amidst this jubilant occasion, InsurMark also appointed a new president, Jeff Maxey, who is on a mission to help advisors take their businesses to new levels of success. In this episode, Jack Martin interviews... Creating Superfans: Here’s How to Turn Your Customers Into Lifelong Advocates with Brittany Hodak (Ep. 47)
07/19
In this episode, Jack Martin sits down with Brittany Hodak, keynote speaker and the author of “Creating Superfans: How To Turn Your Customers Into Lifelong Advocates,” to explore her journey in creating superfans.
Personalized Longevity Can Address Your Client’s Scariest Wealth and Health Pain Points with Heather Holmes (Ep. 46)
06/28
In this episode, Heather Holmes, the founder and CEO of Genivity, joins Jack Martin to explore the firm’s Health Analysis and Longevity Optimizer (HALO) and ways it’s revolutionizing longevity planning for advisors and their clients.
An Advisor-Friendly Approach to More Successful Selling with Marc Lamson (Ep. 45)
06/14
In this episode, Marc Lamson, the president of ASLAN Training, explores the techniques advisors need to convert leads into long-term clients while unveiling powerful strategies to unlock the potential of organic growth.
The Seven Elements To Building A Million-Dollar Business, Part 2 (Ep. 44)
05/10
In this episode, Jack Martin continues to talk about the elements you need to build a million-dollar business.
From defining your niche to lead capture and the concept of funnels, Jack unveils how these elements contribute to growing your business while enhancing the relationship you have with your clients.
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NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES.
Breakthrough Advisor
InsurMark
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.