Tax law is changing again, and with it, the way advisors should guide their clients. The One Big Beautiful Bill Act (O-B-B-B-A) introduces provisions that impact everyday retirees, mass affluent professionals, and high-net-worth families alike. In this episode of The Breakthrough Advisor™, host Randy Yost sits down with David Foster, JD, AEP, CLU®, ChFC®, CAP®, […]
Randy Yost sits down with bestselling author and Simplicity partner Patrick Kelly to unpack the One Big Beautiful Bill Act, a sweeping piece of legislation that could quietly reshape retirement income strategy, tax diversification, and the way you start client conversations.
Randy Yost and Jason Jenkins uncover what sets elite advisors apart. Jason shares his journey to leading a transformative advisor development training.
AI enables advisors to spend more time on client-facing activities. Here are some easy ways to start using AI in your firm.
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.
Only half of financial advisors deliver the thing clients value most: comprehensive advice. It’s no wonder so many struggle with referrals.
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
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.
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.
Jack Martin chats with David Duley, founder of PlanGap, about how advisors can navigate the ever-shifting landscape of Social Security.
