24. The Value Behind a Data-Driven Approach to Annuities for Advisors With Tamiko Toland

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. This week, CANNEX’s Tamiko Toland joins Jack Martin to highlight the disconnect between advisors and…

22. Viewing Retirement As Personal Preferences Rather Than Behavioral Finance with Wade Pfau, Ph.D., CFA, RICP®

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 unique needs of retirees and pre-retirees.  In this episode, the firm’s founder and The American College…

Episode 17: Protecting Clients’ Retirement Savings with Tax Planning — With Ed Slott, CPA

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 area….

Episode 16: How to Step Up Your Online Marketing Game — With Robert Sofia

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 is…