For decades, the financial services industry has focused almost exclusively on the Baby Boomer generation. More recently, all eyes turned to the tech-savvy Millennials. But quietly, between these two massive...
The
Breakthrough Advisor
Podcast
The Digital Shift Advisors Can’t Ignore with David Anderson (Ep. 87)
Most advisors know they need a stronger digital presence, but the landscape can feel overwhelming. David Anderson breaks it down into practical steps any advisor can take to build trust...
Uncovering Opportunities from the One Big Beautiful Bill Act with David Foster (Ep. 86)
Tax law is changing again, and with it, the way advisors should guide their clients. The One Big Beautiful Bill Act (O-B-B-B-A) introduces provisions that impact everyday retirees, mass affluent...
How to Turn New Tax Laws Into New Clients with Patrick Kelly (Ep. 85)
Randy Yost sits down with bestselling author and Simplicity partner Patrick Kelly to unpack the One Big Beautiful Bill Act, a sweeping piece of legislation that could quietly reshape retirement...
Mastering Human Connection for Real Growth with Jason Jenkins (Ep. 84)
Randy Yost and Jason Jenkins uncover what sets elite advisors apart. Jason shares his journey to leading a transformative advisor development training.
Increase Your Win Rate: Proven Techniques for Financial Advisors (Ep. 83)
Join Randy Yost and Deirdre Van Nest as they discuss how she now empowers financial advisors to build trust and connect deeply with clients.
Beyond Optimization: The New Social Security Risks (and How to Solve Them) (Ep. 82)
Jack Martin chats with David Duley, founder of PlanGap, about how advisors can navigate the ever-shifting landscape of Social Security.
Revolutionizing Client Relationships and Acquisition with Tom Rieman (Ep 81)
Jack Martin and Tom Rieman explore the elements that drive a successful advisory practice, with a fresh approach to improving client-advisor relationships.
Understanding the Social Security Fairness Act with Mary Beth Franklin (Ep. 80)
Jack Martin sits down with Mary Beth Franklin to discuss the newly passed Social Security Fairness Act and its implications for retirement income planning.
Breakthrough Advisor
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Welcome to The Breakthrough Advisor Podcast. In this podcast we inspire advisors with ideas and pathways to break through barriers and build a thriving retirement income business.
For Financial Professional Use Only. Not to be used for consumer solicitation purposes.