The Value Behind a Data-Driven Approach to Annuities for Advisors With Tamiko Toland (Ep. 24)
08/25
Advisors, think about your conversations with clients. Are you looking to tackle those conversations differently? Perhaps a data-driven approach can enable you to better serve and meet your clients’ needs. … How To Achieve Objective Index Ratings and Forecasts with Laurence Black from The Index Standard® (Ep. 23)
08/04
Subscribe How do you, as an advisor or investment professional, select the best products for your clients? Have you thought about what makes clients believe that you are always looking … Viewing Retirement As Personal Preferences Rather Than Behavioral Finance with Wade Pfau, Ph.D., CFA, RICP® (Ep. 22)
07/21
Subscribe While it’s common for advisors to approach their clients with retirement income questions and predetermined answers, Retirement Researcher also focuses on a wide range of possibilities based on the … Social Security & Medicare Summed Up In 35 Minutes with Mary Beth Franklin, CFP® (Ep. 21)
07/07
Subscribe Are you an advisor looking to better serve your clients around their Social Security and Medicare needs? If so, this week’s episode of The Breakthrough Advisor with Social Security … Retirement-Related Considerations from Retirement Expert Tom Hegna, CLU, ChFC, CASL (Ep. 20)
06/23
Subscribe While June is annuity awareness month, this week’s conversation goes beyond just annuities to encapsulate many other retirement-related components. In this episode, economist, author, and retirement expert Tom Hegna … Using Genivity to Measure Your Clients’ Wealth and Health With Heather Holmes (Ep. 19)
06/09
Subscribe Did you know that only 11% of clients feel like they can have health and longevity planning discussions with their financial advisors? Discover how you can encourage your clients … How To Develop Your Client Experience Comeback Plan — With Julie Littlechild (Ep. 18)
03/17
Subscribe As an advisor, client experience is a crucial piece of your practice. But what does it mean to deliver a great client experience and how do we evolve client … Protecting Clients’ Retirement Savings with Tax Planning — With Ed Slott, CPA (Ep. 17)
03/03
Subscribe Advisors, how are you helping your clients protect their retirement savings from unnecessary taxation? In today’s episode of The Breakthrough Advisor, join Ed Slott as he reveals ways he’s … How to Step Up Your Online Marketing Game — With Robert Sofia (Ep. 16)
01/15
Subscribe As an advisor, how can you better incorporate marketing and business technology solutions into your practice? Find out in this episode of The Breakthrough Advisor with Snappy Kraken CEO … Advisor Lessons from 2020 (Ep. 15)
12/23
Subscribe 2020 has been a challenging year for many, but it has also given us many lessons and tools that we can carry for years to come. In this episode … FOR FINANCIAL PROFESSIONAL USE ONLY.
NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES.
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.