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…

I WANT TO MAKE 2021 MY BEST YEAR!