Jack Martin speaks with Michael Finke, Co-Founder of IncomePath and wealth management professor & researcher at the American College of Financial Services.
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
There is a pressing need for advisors to address the rising wealth transfer concerns. There are also evolving tax legislations to be considered. How can advisors navigate these changing environments? Find out in this episode of The Breakthrough Advisor™ as Ed Slott, founder and president of Ed Slott and Company, LLC, joins Jack Martin to
With a rise in FinTech solutions, wealth management has become a rapidly evolving landscape. This demands advisors to stay ahead of the curve — especially with marketing and advice engagement. In this episode, Diana Cabrices, Chief Evangelist to B2B WealthTech Brands, joins Jack Martin. As a thriving entrepreneur in the FinTech innovation and wealth management
