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 joins Jack Martin to break down valuable retirement considerations. Covering everything from retirement income and... 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 to broach this subject with you as their trusted advisor in this week’s conversation with... 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 experience going forward? Explore this and more in today’s episode with Absolute Engagement’s CEO and... 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 helping advisors lower their clients’ tax bill and protect what is likely clients’ biggest savings... 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 and chairman, Robert Sofia! Robert details Snappy Kraken’s marketing automation and online advertising approach, which... Business Planning for Advisors — With Coach Joe Lukacs (Ep. 14)
12/02
Subscribe Advisors, you’re likely busy helping clients get their plans in place for the new year. But have you made time to build your own 2021 business plan? In this episode, join coach Joe Lukacs as he unveils best practices for advisor business planning. He... How Q4 Can Make Your 2020 — With Jeff Maxey and Jack Martin (Ep. 13)
11/04
Subscribe InsurMark believes that advisors should be continually upgrading their marketing strategies. This year, this belief has become more important than ever. In this episode, join Jeff Maxey and Jack Martin as they discuss their recent webinar, How Q4 Makes Your 2020. Together, they reveal... Building a Tax-Free Retirement – With Patrick Kelly (Ep. 12)
10/21
Subscribe Bestselling author Patrick Kelly wants advisors and pre-retirees to realize that building a tax-free retirement is entirely possible. To achieve this, all you need to do is to work with an individual who fully understands the tax-free retirement strategy. In this episode, Patrick Kelly... Creating Income That Won’t Outlast Your Retirement — With Mike Harris and Jon Rosborough (Ep. 11)
10/09
Subscribe The Alliance for Lifetime Income believes that no American should face the prospect of running out of money in retirement. That’s why they’re helping Americans create plans that will ensure they can live their lives without running out of money. In this episode, join... 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.