Protecting Clients’ Retirement Savings with Tax Planning — With Ed Slott, CPA (Ep. 17)
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)
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…
Advisor Lessons from 2020 (Ep. 15)
2020 has been a challenging year for many, but it has also given us many lessons and tools that we can carry for years to come. In this episode, join Jack Martin and Jeff Maxey as they dive into a conversation about the lessons they…
Business Planning for Advisors — With Coach Joe Lukacs (Ep. 14)
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 shares…
How Q4 Can Make Your 2020 — With Jeff Maxey and Jack Martin (Ep. 13)
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)
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 discusses…
Creating Income That Won’t Outlast Your Retirement — With Mike Harris and Jon Rosborough (Ep. 11)
The Alliance for Lifetime Income believes that no American should face the prospect of running out of money in retirement.
How to Connect the Dots to Avoid the Worst of the Worst – With Brett Saso (Ep. 10)
Retirement Architecture’s Brett Saso doesn’t believe in looking at your past life experiences as failures. Instead, he says we should consider our life experiences as stepping stones that will help us connect the dots of our lives for a stronger tomorrow. In this episode, join…
How to Grow Your Financial Practice – With Matt Halloran (Ep. 9)
Subscribe While you might have countless ideas on how to improve your advisory practice, how can you actually put those ideas into practice to bring about real change? In this episode, discover how you can grow your practice with key tips and tricks from Top…
Retirement Research Insight for Advisors – With David Blanchett (Ep. 8)
As Morningstar Investment Management’s head of retirement research, David Blanchett is driven to uncover ways advisors can create better outcomes.