Trust-Based Selling as an Advisor in a Commoditized Market with Ari Galper (Ep. 77)
Jack Martin speaks with Ari Galper, a renowned authority in trust-based selling. Ari shares his “One Call Sale.”
The Breakthrough Advisor
The Breakthrough Advisor
Permission to Spend: Next Level Retirement Income Planning with Michael Finke (Ep. 76)
Jack Martin speaks with Michael Finke, Co-Founder of IncomePath and wealth management professor & researcher at the American College of Financial Services.
Breakthrough Advisor Blog
Advisor Video Marketing Made Easy: 8 Business Boosting Tips
Like those old Virginia Slims commercials used to say, video marketing has come a long way baby! More advisors are using video to connect and engage with consumers, but the “rules” regarding what works and what doesn’t work continue to evolve. Video can be one of the most effective marketing tools in your toolbox, if you know how to
Breakthrough Advisor Blog
Quashing Cat Food Nightmares Is Good for Clients and Advisors
Many advisors struggle with lackluster organic growth. There’s never been a better time to be an advisor, but talking to clients about longevity is critical.
Breakthrough Advisor Blog
Three Highly Successful Advisors Went to a Bar …
Remember when average organic growth for an advisory firm teetered around 9%? What did these highly successful advisors do to beat the trend and who are they?
The Breakthrough Advisor
Video Marketing, Snackable Bites, and Client Testimonials with Laura Garfield (Ep. 69)
Are you leveraging the full potential of video to connect with your clients? Video marketing can transform your financial advisory practice.
The Breakthrough Advisor
Make Tax Planning Your 2024 Business Growth Accelerator with Debra Taylor (Ep. 66)
There are 3 ways an advisor grows their business: retain and deepen relationships with existing clients. Deepen relationships, increase share of wallet, and attract new clients. Tax planning does all three. In this episode, Jack Martin interviews Debra Taylor, CPA, PFS, CDFA®, JD, renowned tax planning wealth manager and top Carson Wealth advisor. Debra shares
The Breakthrough Advisor
Life-Changing Client Conversations at Moments That Matter with Dr. Amy D’Aprix (Ep. 65)
Retirement, divorce, loss of a spouse, remarriage, aging, disability, becoming a caregiver…these are all life-changing moments for a client. Can you confidently handle these tough conversations? Join Jack Martin and Dr. Amy D’Aprix, a distinguished expert, speaker, and coach on life transitions, as they explore how to navigate life-changing client conversations during moments that matter
Breakthrough Advisor Blog
Clients Are Afraid to Spend in Retirement. How to Stop the Madness.
Be an advisor who puts fears of running out of money to rest. Our industry doesn’t do a great job educating clients about guaranteed income.
The Breakthrough Advisor
Unlock the Secret to Exceptional Organic Growth (Ep. 64)
In an increasingly competitive financial services landscape, many advisors are struggling to maintain a strong and steady growth rate. The challenge often lies in standing out, building strong client relationships, and effectively leveraging available resources and strategies. In this episode, Jack Martin delves into the proven strategies and secrets that have enabled successful advisors to