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Jack Martin and Tom Rieman explore the elements that drive a successful advisory practice, with a fresh approach to improving client-advisor relationships.
Jack Martin sits down with Mary Beth Franklin to discuss the newly passed Social Security Fairness Act and its implications for retirement income planning.
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.
Jack Martin sits down with Jeffrey Levine, Chief Planning Officer at Buckingham Wealth Partners, for an in-depth exploration of impending tax legislation.
Jack Martin chats with Debra Taylor about making tax planning a year-round effort. Learn how regular tax strategy can ease the year-end crunch.
Jack Martin discusses strategies for optimizing retirement income with Mary Beth Franklin. Mary Beth shares advice to help stay ahead in a changing landscape.
Learn about the attributes of leadership that distinguish top-performing financial advisors in this compelling episode of The Breakthrough Advisor™.
Advisors can make a difference for clients by having conversations that help them prepare for life-changing transitions.That’s what makes you referable.
Jack Martin and David Blanchett of PGIM DC Solutions, discuss whether the U.S. is experiencing a retirement crisis or just significant challenges.
Jack Martin sits down with Dr. Wade Pfau, to explore developments in annuities, and examine the evolving landscape of retirement income planning.
