Creating an Unforgettable Client Experience (Ep. 53)
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)
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,…
Navigating Uncertainty in Retirement with Michael Harris and Steve Gresham (Ep. 51)
There’s an emerging opportunity gap where 75% of boomers would like more protected lifetime income but only 33% say they hear their advisors talk about it.
Engaging Client Advice Around Moments That Matter with Philipp Hecker (Ep. 50)
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…
Creating Superfans: Here’s How to Turn Your Customers Into Lifelong Advocates with Brittany Hodak (Ep. 47)
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.
The Seven Elements To Building A Million-Dollar Business, Part 2 (Ep. 44)
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.
Removing Mental Roadblocks: How To Change Anyone’s Mind with Jonah Berger (Ep.40)
Get ready to discover the secrets to removing barriers and making your ideas contagious in this week’s episode of The Breakthrough Advisor with Jonah Berger, bestselling author, and professor at Wharton School at the University of Pennsylvania.
The Steps To An Effective Marketing Plan, Part 1 (Ep. 39)
This week, Jack Martin covers three out of the seven elements of an effective marketing plan for financial advisors. Jack shares the key ways to grow in the financial space and how to use these must-know elements to create a strategy to keep your clients engaged.
The New Retirement Mindset with Dr. Wade Pfau (Ep.37)
In this episode, Jack Martin is joined by Dr. Wade Pfau from The American College of Financial Services. Dr. Pfau unveils must-know strategies for effective retirement planning while detailing the tips and tricks you need to maximize your client’s retirement income through tax planning and efficient distribution.
Your 2022 Playbook for the New Retirement Realities with Dr. Michael Finke (Ep. 36)
This week, professor and expert in retirement investing, income planning, and life satisfaction Michael Finke highlights how advisors can help retirees manage their spending and maximize their investments without outliving their assets. Michael also shares how advisors like you can support clients navigate their retirement income planning during inflationary periods.