Get Ahead With Effective Social Security Planning with Jack Sharry & Jeff Quigley (Ep. 29)
In this episode, LifeYield’s CMO, Jack Sharry, and Senior Vice President, Jeff Quigley, discuss the importance of starting the Social Security conversation with your clients sooner rather than later. Plus, they reveal how you can use their technology when navigating these complex conversations.
Tax Planning Solutions Made Easy For Advisors With Kevin Lozer, CFP® (Ep. 25)
Subscribe 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…
The Value Behind a Data-Driven Approach to Annuities for Advisors With Tamiko Toland (Ep. 24)
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…
Using Genivity to Measure Your Clients’ Wealth and Health With Heather Holmes (Ep. 19)
Subscribe Did you know that only 11% of clients feel like they can have health and longevity planning discussions with their financial advisors? Discover how you can encourage your clients to broach this subject with you as their trusted advisor in this week’s conversation with…
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)
Subscribe 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…
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…
Episode 6 – Marketing and Website Development Strategies for Financial Professionals – With Samantha Russell
Subscribe As a financial professional, you likely spend most of your time providing clients with high-quality service. As a result, it can be difficult to find time to boost your firm through strategic content and digital marketing. Today, Twenty Over Ten’s Samantha Russell shares her…
Are You Building a Sustainable 21st-Century Retirement Planning Business? (Ep. 2)
Subscribe Do you know how to build a sustainable business that creates long-lasting value and a highly personalized experience for your clients? In this episode of The Breakthrough Advisor, InsurMark vice president Jeff Maxey uncovers what InsurMark is doing to help advisors digitally transform and…
3 Trends That Are Forever Changing the Advisor Landscape (Ep. 1)
Subscribe Are you equipped to be the resource your clients need in the 21st century? In this episode, Steve Kerns, president and founder of InsurMark, uncovers three irreversible trends that are pushing advisors to adapt or die. Steve also explains how an ADO can help…