How To Achieve Objective Index Ratings and Forecasts with Laurence Black from The Index Standard® (Ep. 23)
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…
Retirement-Related Considerations from Retirement Expert Tom Hegna, CLU, ChFC, CASL (Ep. 20)
Subscribe While June is annuity awareness month, this week’s conversation goes beyond just annuities to encapsulate many other retirement-related components. In this episode, economist, author, and retirement expert Tom Hegna joins Jack Martin to break down valuable retirement considerations. Covering everything from retirement income 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…
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…
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…
Creating Income That Won’t Outlast Your Retirement — With Mike Harris and Jon Rosborough (Ep. 11)
Subscribe The Alliance for Lifetime Income believes that no American should face the prospect of running out of money in retirement. That’s why they’re helping Americans create plans that will ensure they can live their lives without running out of money. In this episode, join…
Retirement Research Insight for Advisors – With David Blanchett (Ep. 8)
Subscribe As Morningstar Investment Management’s head of retirement research, David Blanchett, PhD, CFA, CFP® is driven to uncover ways people, and advisors, can create better outcomes. In this episode, David shares some of the latest insight he’s gained through his research, covering everything from the…
What to Consider When Planning Your Retirement Income – With Wade Pfau (Ep. 4)
Subscribe When planning for the income you’ll need for retirement, it can be difficult to determine which approach is best for you and your needs. To help you better understand your options, today’s episode of The Breakthrough Advisor features Wade D. Pfau, Ph.D., and professor…
What You Don’t Know About the SECURE Act Could Impact Your Clients — With Jamie Hopkins (Ep. 3)
Subscribe The SECURE Act is a lot more complicated than most advisors realize. In this episode of The Breakthrough Advisor, advisor Jamie Hopkins uncovers aspects of the SECURE Act that advisors might be overlooking, including a language conflict that could keep beneficiaries from accessing money…
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…