We all may be getting a little obsessed with living longer. And in a world increasingly fixated on longevity, the narrative often centers on financial concerns like outliving assets. But it’s about so much more! In this episode, Jack Martin explores how planning for a longer life journey transcends mere financial calculations and delves into […]
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 talk about how advisors can personalize client interactions based on
In this episode, Keith Burger, the head of distribution in North America at Luma Financial Technologies, explains what it takes to bring yourself to the next level of financial advising and how Luma Financial Technologies can help you and your business get there.
If you are a financial advisor who makes your clients or prospects feel that you have a solution for uncertain times, you have an opportunity to exponentially grow in 2022. In this episode, Jack Martin sits down with ProudMouth’s CRO and co-founder, Matt Halloran. Together, they explore the importance of leveraging technology and effective communication
Advisors, what do you expect from your website? In this episode, Jack Martin speaks with Graham Turner, the CEO of Advisor Websites, to dig into the elements of advisor websites. With valuable advice for financial advisors heading into 2022, Graham helps you better understand what you should expect from your website and why advisor websites
Every advisor wants to find better tax planning solutions for their clients. Are you one of them? In this episode, Kevin Lozer, co-founder of Holistiplan, joins Jack Martin to share everything you need to know about Holistiplan. Kevin reveals how this tool allows advisors and clients to develop a comprehensive and efficient tax planning strategy.
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 consumers around annuities. Tamiko explains how gen X and baby
Subscribe How do you, as an advisor or investment professional, select the best products for your clients? Have you thought about what makes clients believe that you are always looking out for their best interest? In this episode, Laurence Black takes a deep dive into everything The Index Standard® is about and how it can
Subscribe 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 of Financial Services’ retirement income professor, Wade Pfau, discusses
Subscribe Are you an advisor looking to better serve your clients around their Social Security and Medicare needs? If so, this week’s episode of The Breakthrough Advisor with Social Security expert Mary Beth Franklin is for you! Join today’s conversation and learn valuable tips and tricks to enhance your clients’ Social Security and Medicare planning.
