Actionable Tips: How Advisors Crush Daily Challenges with AI
AI enables advisors to spend more time on client-facing activities. Here are some easy ways to start using AI in your firm.
Breakthrough Advisor Blog
The Breakthrough Advisor
Breaking Down Tax Changes: What Advisors Need to Know with Jeffrey Levine (Episode 75)
Jack Martin sits down with Jeffrey Levine, Chief Planning Officer at Buckingham Wealth Partners, for an in-depth exploration of impending tax legislation.
The Breakthrough Advisor
Winning Leadership in Times of Adversity With Ron Shurts (Ep. 72)
Learn about the attributes of leadership that distinguish top-performing financial advisors in this compelling episode of The Breakthrough Advisor™.
The Breakthrough Advisor
Charting New Paths with Jeff Maxey (Ep. 48)
Marking a remarkable milestone, InsurMark recently celebrated its 40th anniversary! And amidst this jubilant occasion, InsurMark also appointed a new president, Jeff Maxey, who is on a mission to help advisors take their businesses to new levels of success. In this episode, Jack Martin interviews Jeff about the major changes he envisions for the company