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
Breakthrough Advisor Blog
How Personal Branding + Vulnerability Can Get You to “Yes” Faster
WARNING: This blog could make you feel a little bit uncomfortable. It could also help you push your win rate toward 100 percent. Brace yourself and read on.
Breakthrough Advisor Blog
Quality Advice: The Antidote to Not-So-Stellar Organic Growth
Advisors continue to struggle with organic growth. In fact, recent research revealed that organic growth for advisory firms averaged 5.7% in 2023, not the 10-15% growth most firms expect. We also know that the biggest source of business growth is referrals. Advisors who aren’t getting referrals are doing something wrong. They’re not delivering the quality
Breakthrough Advisor Blog
Financial Advisor Succession Planning: 5 Strategic Moves to Maximize Business Value in 2025
If you’re a financial advisor nearing retirement, you’re not alone. In this guide, we’ll break down five proven strategies to help financial advisors build a business that’s not only sale-ready—but highly valuable.
Breakthrough Advisor Blog
The BIG Question Clients Ask Before Hiring an Advisor
The question clients ask before hiring a financial advisor is “Can I trust you?” Advisors who get a “Yes” grow faster, but the old mindset doesn’t work anymore.
The Breakthrough Advisor
Beyond Optimization: The New Social Security Risks (and How to Solve Them) (Ep. 82)
Jack Martin chats with David Duley, founder of PlanGap, about how advisors can navigate the ever-shifting landscape of Social Security.
The Breakthrough Advisor
Understanding the Social Security Fairness Act with Mary Beth Franklin (Ep. 80)
Jack Martin sits down with Mary Beth Franklin to discuss the newly passed Social Security Fairness Act and its implications for retirement income planning.
The Breakthrough Advisor
Every Successful Advisor Deserves A Great Liquidity Event with David Grau Jr (Ep. 79)
Jack Martin interviews David Grau Jr, MBA, CEO of Succession Resource Group and Co-Founder of LendingWell, to discuss the buzz around mergers and acquisitions.
The Breakthrough Advisor
Post-election IRA and tax planning strategies with Ed Slott (Ep. 78)
Jack Martin discusses with Ed Slott how advisors can transform approaches to IRAs and tax planning in the face of changing legislation and economic trends.
Breakthrough Advisor Blog
Advisors: Stop Asking for Referrals, Become Referable Instead
Advisors can make a difference for clients by having conversations that help them prepare for life-changing transitions.That’s what makes you referable.