26. What Financial Advisors Should Expect From Their Websites in 2022 with Graham Turner

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 aren’t for everyone. 

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…

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!