Breakthrough Advisor

Most advisors know they need a stronger digital presence, but the landscape can feel overwhelming. David Anderson breaks it down into practical steps any advisor can take to build trust online without getting tangled in compliance challenges. In this episode, Randy Yost and David Anderson, Director of Digital Marketing and Analytics at Simplicity Group, unpack the most significant shifts in consumer behavior, the rise of AI in marketing, and what advisors must focus on to stay relevant in a digital-first world. David shares how to create content that stands out, what really builds credibility with high-net-worth prospects, and which...

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®, Director of Advanced Markets at Simplicity, to unpack the real implications of O-B-B-B-A and how advisors can turn complexity into opportunity. You’ll discover:

Is your practice ready for the ripple effects of the next big tax wave?

In this high-impact episode of The Breakthrough Advisor, 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.

From a staggering $36 trillion national debt projection to newly introduced “Trump Accounts” for kids, Patrick explores how this bill isn’t just policy, it’s an opportunity. Whether you’re coaching clients through Ro...

Is your practice ready for the ripple effects of the next big tax wave?

In this high-impact episode of The Breakthrough Advisor, 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.

From a staggering $36 trillion national debt projection to newly introduced “Trump Accounts” for kids, Patrick explores how this bill isn’t just policy, it’s an opportunity. Whether you’re coaching clients through Ro...

What if mastering human connection, not just products or processes, was the most important skill in your practice?

In this powerful episode, host Randy Yost sits down with Jason Jenkins, Executive Vice President at Simplicity, to uncover what sets elite advisors apart. With nearly three decades in the industry, Jason shares his journey from selling life insurance out of college to leading one of the most transformative advisor development trainings in the country.

You’ll hear why systems and scale mean nothing without storytelling, how founder stories build immediate trust, and why the top advisors ob...

What if mastering human connection, not just products or processes, was the most important skill in your practice?

In this powerful episode, host Randy Yost sits down with Jason Jenkins, Executive Vice President at Simplicity, to uncover what sets elite advisors apart. With nearly three decades in the industry, Jason shares his journey from selling life insurance out of college to leading one of the most transformative advisor development trainings in the country.

You’ll hear why systems and scale mean nothing without storytelling, how founder stories build immediate trust, and why the top advisors ob...

What’s the secret to increasing your win rate from 85% to 100%? You might be surprised to learn that it starts with a personal story.

Join Randy Yost on the Breakthrough Advisor Podcast as he chats with Deirdre Van Nest, an expert in helping advisors and entrepreneurs create their “personal brand why story.” Deirdre opens up about overcoming her fear of public speaking and how she now empowers financial advisors to build trust and connect deeply with clients. 

Discover why the personal brand, why story is crucial for forming authentic relationships with clients and how it can acc...

What’s the secret to increasing your win rate from 85% to 100%? You might be surprised to learn that it starts with a personal story.

Join Randy Yost on the Breakthrough Advisor Podcast as he chats with Deirdre Van Nest, an expert in helping advisors and entrepreneurs create their “personal brand why story.” Deirdre opens up about overcoming her fear of public speaking and how she now empowers financial advisors to build trust and connect deeply with clients. 

Discover why the personal brand, why story is crucial for forming authentic relationships with clients and how it can acc...

What does Social Security mean for your clients’ future?

In this episode, Jack Martin chats with David Duley, CEO and founder of PlanGap, about the ever-shifting landscape of Social Security and how advisors can help clients navigate these changes. The discussion dives into the implications of the recently signed Social Security Fairness Act and its potential impact on public employees and retirees. Dave shares innovative solutions and strategies designed to protect clients’ financial well-being against political uncertainties, offering insights into how these changes could affect retirement plans.

Jack and David discuss:

What does Social Security mean for your clients’ future?

In this episode, Jack Martin chats with David Duley, CEO and founder of PlanGap, about the ever-shifting landscape of Social Security and how advisors can help clients navigate these changes. The discussion dives into the implications of the recently signed Social Security Fairness Act and its potential impact on public employees and retirees. Dave shares innovative solutions and strategies designed to protect clients’ financial well-being against political uncertainties, offering insights into how these changes could affect retirement plans.

Jack and David discuss:

Are you delivering what clients truly want?

In this episode of The Breakthrough Advisor Podcast, your host Jack Martin engages with Tom Rieman, CPWA®, a seasoned professional with over 25 years in the financial industry, to explore the crucial elements that drive a successful advisory practice. With an eye on Practice Intel, Tom introduces a fresh approach to understanding and improving client-advisor relationships, focusing on performance management and enhancing the quality of advice.

Jack and Tom dive into:

Are you delivering what clients truly want?

In this episode of The Breakthrough Advisor Podcast, your host Jack Martin engages with Tom Rieman, CPWA®, a seasoned professional with over 25 years in the financial industry, to explore the crucial elements that drive a successful advisory practice. With an eye on Practice Intel, Tom introduces a fresh approach to understanding and improving client-advisor relationships, focusing on performance management and enhancing the quality of advice.

Jack and Tom dive into:

Curious about how the latest Social Security reform might impact you or your clients?

In this episode, Jack Martin sits down with Mary Beth Franklin, CFP® to discuss the newly passed Social Security Fairness Act and its implications for retirement income planning. They dive into the implications of the windfall elimination provision and the government pension offset repeal, bringing new hope to millions of public employees.

Mary discusses:

Curious about how the latest Social Security reform might impact you or your clients?

In this episode, Jack Martin sits down with Mary Beth Franklin, CFP® to discuss the newly passed Social Security Fairness Act and its implications for retirement income planning. They dive into the implications of the windfall elimination provision and the government pension offset repeal, bringing new hope to millions of public employees.

Mary discusses:

Are financial advisors finally realizing there’s more to life than being tethered to their desks? Dive into the dynamics of thriving in the advisory business and the path toward sustainable success.

In this episode, Jack Martin interviews David Grau Jr, MBA, the CEO of Succession Resource Group, and Co-Founder of LendingWell, to discuss the buzz around mergers and acquisitions in the financial advisory world. As the industry ages, with many advisors approaching retirement, David provides insights into succession planning and the strategic moves advisors should consider for long-term success. The conversation emphasizes not just the rising de...

Are financial advisors finally realizing there’s more to life than being tethered to their desks? Dive into the dynamics of thriving in the advisory business and the path toward sustainable success.

In this episode, Jack Martin interviews David Grau Jr, MBA, the CEO of Succession Resource Group, and Co-Founder of LendingWell, to discuss the buzz around mergers and acquisitions in the financial advisory world. As the industry ages, with many advisors approaching retirement, David provides insights into succession planning and the strategic moves advisors should consider for long-term success. The conversation emphasizes not just the rising de...

What does the future hold for your financial planning strategies? 

In this episode, Jack Martin sits down with Ed Slott, a renowned IRA expert, to discuss how advisors can transform their approaches to IRAs and tax planning in the face of changing legislation and economic trends. They dive deep into strategies for converting traditional IRAs into Roth IRAs to sidestep exorbitant tax bills, and discuss the often-overlooked advantages of life insurance for wealth transfer. Ed shares insights on the implications of post-election changes and provides a compelling case for why now is the time for advisors to t...

What does the future hold for your financial planning strategies? 

In this episode, Jack Martin sits down with Ed Slott, a renowned IRA expert, to discuss how advisors can transform their approaches to IRAs and tax planning in the face of changing legislation and economic trends. They dive deep into strategies for converting traditional IRAs into Roth IRAs to sidestep exorbitant tax bills, and discuss the often-overlooked advantages of life insurance for wealth transfer. Ed shares insights on the implications of post-election changes and provides a compelling case for why now is the time for advisors to t...

Have you ever wondered how building trust can set you apart in a commoditized financial sector? You can transform your practice with trust-based selling.

In this episode, Jack Martin speaks with Ari Galper, a renowned authority in trust-based selling. Ari shares his revolutionary approach, the “One Call Sale,” and how it compresses the sales cycle by building immediate trust with clients. Ari dives deep into understanding why trust, rather than just offering traditional value, is now the key focus for advisors. By shifting focus from selling to truly understanding client needs, advisors can create impactful and lasting clie...

Have you ever wondered how building trust can set you apart in a commoditized financial sector? You can transform your practice with trust-based selling.

In this episode, Jack Martin speaks with Ari Galper, a renowned authority in trust-based selling. Ari shares his revolutionary approach, the “One Call Sale,” and how it compresses the sales cycle by building immediate trust with clients. Ari dives deep into understanding why trust, rather than just offering traditional value, is now the key focus for advisors. By shifting focus from selling to truly understanding client needs, advisors can create impactful and lasting clie...

What does creating a truly fulfilling retirement look like?

In this episode, Jack Martin speaks with Dr. Michael Finke, Co-Founder of IncomePath, and wealth management professor and researcher at the American College of Financial Services, about the crucial intersection of behavior and retirement income planning. Together, they explore innovative approaches to retirement income planning, focusing on not just the numbers, but the value-driven lifestyles clients envision. Discover key insights from Dr. Finke’s research, which delves into the balance between income and satisfaction in retirement. Plus, learn how advisors can foster deeper client relationships by understanding and pl...

What does creating a truly fulfilling retirement look like?

In this episode, Jack Martin speaks with Dr. Michael Finke, Co-Founder of IncomePath, and wealth management professor and researcher at the American College of Financial Services, about the crucial intersection of behavior and retirement income planning. Together, they explore innovative approaches to retirement income planning, focusing on not just the numbers, but the value-driven lifestyles clients envision. Discover key insights from Dr. Finke’s research, which delves into the balance between income and satisfaction in retirement. Plus, learn how advisors can foster deeper client relationships by understanding and pl...

Jack Martin sits down with Jeffrey Levine, Chief Planning Officer at Buckingham Wealth Partners, for an in-depth exploration of impending tax legislation.

Which key tax strategies should advisors focus on amid potential tax law changes?

In this episode, Jack Martin sits down with Jeffrey Levine, Chief Planning Officer at Buckingham Wealth Partners, for an in-depth exploration of impending tax legislation and how advisors can navigate these challenges to benefit their clients.

Jeffrey discusses:

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.

In this episode, Jack Martin chats with Debra Taylor, CPA, PFS, CDFA®, JD, about making tax planning a year-round effort. Instead of rushing every Q4, you’ll learn how regular tax strategy can ease the year-end crunch. Debra shares insightful solutions for unexpected financial events and strategic planning tips to tackle upcoming tax law changes. Get ready for actionable tips that could save your clients – and maybe even yourself – a significant amount in taxes down the road!

Debra discusses:

Jack Martin discusses strategies for optimizing retirement income with Mary Beth Franklin. Mary Beth shares advice to help stay ahead in a changing landscape.

Are your clients missing out on maximizing their Social Security benefits?

In this episode, Jack Martin speaks with Mary Beth Franklin, CFP® renowned for her expertise in Social Security planning, about essential strategies for optimizing retirement income.  Learn about strategies to optimize Social Security benefits and the potential legislative changes that could affect your clients’ financial futures. Mary Beth shares practical advice to help advisors stay ahead in a rapidly changing landscape, learn about claim strategies, and how to better advise clients.

Mary discusses:

Learn about the attributes of leadership that distinguish top-performing financial advisors in this compelling episode of The Breakthrough Advisor™.

How do top financial advisors turn adversity into opportunity and lead their teams to unprecedented success? Learn about the attributes of leadership that distinguish top-performing financial advisors in this compelling episode of The Breakthrough Advisor.

In this episode, Jack Martin sits down with Ron Shurts, Co-Founder and CEO of Annexus, to explore the 6-7-8 attributes of effective leadership. Learn how a commitment to ‘Control the Grind (CTG)’, setting clear expectations, and turning adversity into opportunity can propel your practice to new heights and lead to remarkable business growth. Tune in to learn how adopting these leadership stra...

Jack Martin and David Blanchett of PGIM DC Solutions, discuss whether the U.S. is experiencing a retirement crisis or just significant challenges.

Is the United States truly in a retirement crisis, or are we simply facing manageable challenges?

Understanding the intricacies of retirement planning and personalizing the risks and solutions can make the difference between a secure future and a financial struggle. 

Are your clients prepared to face the most significant retirement challenges head-on?

In this episode, Jack Martin and David Blanchett, Managing Director, Portfolio Manager, and Head of Retirement Research at PGIM DC Solutions, discuss whether the U.S. is experiencing a retirement crisis or just significant challenges.

As they explore the c...

Jack Martin sits down with Dr. Wade Pfau, to explore developments in annuities, and examine the evolving landscape of retirement income planning. 

Customer experiences matter. How can we better align our clients’ retirement plans with their lifestyles?

In this episode, Jack Martin sits down with Dr. Wade Pfau, founder of Retirement Researcher and renowned for his expertise in annuities and retirement income to explore innovative developments in annuities, examine the evolving landscape of retirement income planning, and discuss strategies advisors can leverage to offer more value to their clients. 

Tune in and learn about innovative approaches to structured annuities and understand how these can serve as efficient bond replacements in investment portfolios, thus aligning clients’ retirement plans more...

Are you leveraging the full potential of video to connect with your clients? Video marketing can transform your financial advisory practice.

Are you leveraging the full potential of video to connect with your clients? Ready to learn how video marketing can transform your financial advisory practice?

The truth is that innovative video strategies can transform your client relationships and business growth. 

In this episode of The Breakthrough Advisor, Jack Martin sits down with Laura Garfield from Idea Decanter to discuss the evolution and impact of video marketing in the financial services industry and how advisors can use video to deepen client relationships. 

Laura talks about creating engaging and authentic video content, the importance of st...

In this episode of The Breakthrough Advisor™, Jack Martin sits down with Patrick Kelly to explore the powerful benefits of integrating life insurance into retirement strategies. 

Life insurance has the potential to revolutionize retirement planning.

In this episode of The Breakthrough Advisor, Jack Martin sits down with Patrick Kelly, renowned author and insurance industry veteran, to explore the powerful benefits of integrating life insurance into retirement strategies. 

Patrick shares his journey from insurance producer to bestselling author, discussing how life insurance can provide tax-free retirement solutions and the impact of rising government deficits on future tax rates. 

Advisors, tune in and learn practical steps to leverage life insurance for your clients and uncover strategies to overcome common hesitations in th...

Advisors have three pillars of growth: client retention, increasing share of wallet, and new client acquisition. All three are driven by trust.

Advisors have three pillars of growth: client retention, increasing share of wallet, and new client acquisition.

All three are driven by what clients seek most — trust. The challenge is how to achieve trusted advisor status in an increasingly digital world.

In this episode, Jack Martin interviews Charles Green, co-author of the book “The Trusted Advisor,” about the importance of trust in the financial advisory space. 

Together, they delve into the core principles of becoming a trusted advisor, how being a trusted advisor can turbocharge your client relationships and business growth, and how it goes be...

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...

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 her journey from a reluctant CPA to a sought-after wealth manager, emphasizing the growing importance of incorporating tax planning into wealth management. 

Listen in as they discuss the factors driving the increased focus on taxes, the challenges advisors face, an...

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...

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 — leading to deeper, more meaningful relationships.

Dr. Amy discusses:

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...

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 achieve exceptional organic growth. You will gain practical advice on how to differentiate your practice, provide a highly personalized experience, and attract more of your ideal clients!

Jack discusses:

We all may be getting a little obsessed with living longer. And in a world increasingly fixated on longevity, the narrative often centers on financial concerns like outliving assets. But it’s about so much more! In this episode, Jack Martin explores how planning for a...

We all may be getting a little obsessed with living longer.

And in a world increasingly fixated on longevity, the narrative often centers on financial concerns like outliving assets. But it’s about so much more!

In this episode, Jack Martin explores how planning for a longer life journey transcends mere financial calculations and delves into emotional well-being, independence, and personal fulfillment — including a deeper need for “permission to spend” and enjoy life fully.

Jack discusses:

Are you curious about how top advisors are accelerating their organic growth? Data from 6,000 advisors has revealed some interesting insights! Discover the mindset, strategies, and tools that have propelled advisors to rapid growth in today’s digital age. Jack Martin interviews Robert Sofia, co-founder and...

Are you curious about how top advisors are accelerating their organic growth?

Data from 6,000 advisors has revealed some interesting insights!

Discover the mindset, strategies, and tools that have propelled advisors to rapid growth in today’s digital age. Jack Martin interviews Robert Sofia, co-founder and CEO of Snappy Kraken, about why some firms thrive while others struggle, unpacking three impactful strategies for lead generation and client conversion based on real-world data.

Robert discusses:

Retirees are often so worried about running out of money that they fail to enjoy their golden years to the fullest. As their advisor, you can help them find the confidence to spend. Tune in to Jack Martin’s conversation with Tamiko Toland (aka the Annuity...

Retirees are often so worried about running out of money that they fail to enjoy their golden years to the fullest.

As their advisor, you can help them find the confidence to spend.

Tune in to Jack Martin’s conversation with Tamiko Toland (aka the Annuity Yoda), co-founder of IncomePath, about how advisors can help clients alleviate the fear of outliving their income through education and empowerment. You will learn how to proactively address the client’s fears, needs, and aspirations.

Tamiko discusses:

Are you struggling to attract clients and close acquisition gaps? It might be time to rethink your marketing approach. Join Jack Martin and Carl Richards, creator of The Behavior Gap and founder of The Society of Advice, to learn how to foster genuine new connections...

Are you struggling to attract clients and close acquisition gaps? It might be time to rethink your marketing approach.

Join Jack Martin and Carl Richards, creator of The Behavior Gap and founder of The Society of Advice, to learn how to foster genuine new connections by taking micro-actions every day. The episode addresses the core struggles faced by advisors in growing organically.

Carl discusses:

Every day, advisors face the challenge of adapting to the blistering pace of change that redefines their approach to success. The world has moved beyond IQ, even EQ. Today, TQ, or a transformational mindset, is more critical than ever to stay ahead in the game.

Every day, advisors face the challenge of adapting to the blistering pace of change that redefines their approach to success.

 The world has moved beyond IQ, even EQ. Today, TQ, or a transformational mindset, is more critical than ever to stay ahead in the game.

This episode features Dr. Kevin Elko, a renowned sports psychologist and mindset coach who has consulted with various successful NFL teams, including The Pittsburgh Steelers, The Dallas Cowboys, The Philadelphia Eagles, and seven BCS National Championship Football Teams.

So, join Dr. Elko’s conversation with Jack Martin about how...

In times of uncertainty, people crave certainty. With upcoming elections, a looming national debt of ~$34 trillion, rising tax rates, stock market volatility, and changes in interest rates — clients are facing so much uncertainty today! How do you guide them through this situation? What...

In times of uncertainty, people crave certainty.

With upcoming elections, a looming national debt of ~$34 trillion, rising tax rates, stock market volatility, and changes in interest rates — clients are facing so much uncertainty today!

How do you guide them through this situation? What financial planning opportunities does the current landscape pose? Find out in this timely and highly relevant conversation between Jack Martin and Tom Hegna, economist, award-winning author, and renowned industry speaker for retirement planning.

Tom discusses:

Advisors often fixate on ‘the last mile’ — the final stage of converting leads into clients. They overlook the top of the funnel. It’s imperative to establish a diverse growth model that leverages multiple channels because referrals and COIs alone no longer move the needle!...

Advisors often fixate on ‘the last mile’ — the final stage of converting leads into clients.

They overlook the top of the funnel. It’s imperative to establish a diverse growth model that leverages multiple channels because referrals and COIs alone no longer move the needle!

Learn how to do just that with Jack Martin and guest Stephanie Bogan, a high-performance business coach to advisors, leaders, and founders. They share a marketing model that is highly relevant in the modern era of digital marketing and AI. Their insights are especially helpful to advisors who are struggling to meet...

Is the 60/40 portfolio dead? What is it? Why does it matter? Advisors helping clients choose where to allocate their retirement savings increasingly rely on indexed products. Not all products perform the same in different market cycles. Where are markets headed, and how can advisors...

Is the 60/40 portfolio dead? What is it? Why does it matter?

Advisors helping clients choose where to allocate their retirement savings increasingly rely on indexed products. Not all products perform the same in different market cycles. Where are markets headed, and how can advisors manage client expectations?

With hundreds of indices in the market today, how can investors evaluate and compare indices? 

How does something like a Fixed Indexed Annuity (FIA) fit into the client’s retirement portfolio?

These are important questions in the minds of investors today!

Jack Mar...

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...

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 explore the opportunities facing advisors in 2024, including the Great Wealth Transfer and evolving tax planning needs.

Ed discusses:

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...

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 space, Diana shares valuable insights for elite advisors looking to level up their marketing and business development.

Diana discusses:

Why are many Americans reluctant to see a financial advisor? Oftentimes, it is because of an unpleasant client experience. But how can advisors transform an unpleasant client experience into a memorable one? Find out in this episode as Jack Martin uncovers the biggest reasons why...

Why are many Americans reluctant to see a financial advisor? Oftentimes, it is because of an unpleasant client experience.

But how can advisors transform an unpleasant client experience into a memorable one?

Find out in this episode as Jack Martin uncovers the biggest reasons why clients dread meeting their advisors and most importantly, how to turn this around.

Jack discusses:

Many clients experience a huge gap between the services they expect and the services provided by their advisors. This difference is evident in tax planning. In fact, 92% of clients expect tax planning advice, but only 25% get it! (Source: Spectrem Group) In this episode,...

Many clients experience a huge gap between the services they expect and the services provided by their advisors. This difference is evident in tax planning.

In fact, 92% of clients expect tax planning advice, but only 25% get it! (Source: Spectrem Group)

In this episode, Chris Field, Holistiplan’s chief growth officer,  joins Jack Martin to explain the firm’s approach when helping advisors bridge the service gap by making tax planning comprehensive, efficient, and easily scalable.

Chris discusses:

There's an emerging opportunity gap where 75% of boomers would like more protected lifetime income but only 33% say they hear their advisors talk about it.

In this episode of The Breakthrough Advisor, Michael Harris and Steve Gresham, senior education advisors for the Alliance for Lifetime Income, join Jack Martin to talk about the communication challenges advisors face when meeting client needs for protected lifetime income. They share the Alliance’s latest research on how advisors are bridging the communication and emotional gap with their clients and prospects.

Tune in and learn how to drive conversations about protected lifetime income with clients effectively:

The financial services industry is shifting. Moving beyond investment products, clients want personalized advice that is timely, relevant, and impactful. In other words, they want proactive advice during moments that matter. In this episode, Philipp Hecker, the CEO of Bento Engine, joins Jack Martin to...

The financial services industry is shifting. Moving beyond investment products, clients want personalized advice that is timely, relevant, and impactful.

In other words, they want proactive advice during moments that matter.

In this episode, Philipp Hecker, the CEO of Bento Engine, joins Jack Martin to talk about how advisors can personalize client interactions based on age-driven milestones and crucial life events.

Philipp discusses:

Advisors have historically relied on referrals. But how do you stop the referral streams from drying up? How do you achieve sustainable organic growth instead of solely relying on market gains? Find out in this week’s episode as Jack Martin explores the path to hyper-growth...

Advisors have historically relied on referrals. But how do you stop the referral streams from drying up? How do you achieve sustainable organic growth instead of solely relying on market gains?

Find out in this week’s episode as Jack Martin explores the path to hyper-growth for financial advisors. Tune in as Jack talks about leveraging both technology and the “human” touch to achieve long-term growth and scalability.

Jack discusses:

Marking a remarkable milestone, InsurMark recently celebrated its 40th anniversary! And amidst this jubilant occasion, InsurMark also appointed a new president, Jeff Maxey, who is on a mission to help advisors take their businesses to new levels of success. In this episode, Jack Martin interviews...

Marking a remarkable milestone, InsurMark recently celebrated its 40th anniversary!

And amidst this jubilant occasion, InsurMark also appointed a new president, Jeff Maxey, who is on a mission to help advisors take their businesses to new levels of success.

In this episode, Jack Martin interviews Jeff about the major changes he envisions for the company and why it is truly an exciting time for the financial services industry.

Jeff discusses:

In this episode, Jack Martin sits down with Brittany Hodak, keynote speaker and the author of “Creating Superfans: How To Turn Your Customers Into Lifelong Advocates,” to explore her journey in creating superfans.

Ready to explore the secrets behind creating a passionate fan base and standing out in a crowded market?

In this episode, Jack Martin sits down with Brittany Hodak, keynote speaker and the author of “Creating Superfans: How To Turn Your Customers Into Lifelong Advocates,” to explore her journey in creating superfans.

Tune in as Brittany shares her insights on customer experience while highlighting the strategies and principles advisors need to create a loyal fan base.

Brittany discusses:

In this episode, Heather Holmes, the founder and CEO of Genivity, joins Jack Martin to explore the firm’s Health Analysis and Longevity Optimizer (HALO) and ways it’s revolutionizing longevity planning for advisors and their clients. 

Are you ready to take longevity planning to the next level? 

In this episode, Heather Holmes, the founder and CEO of Genivity, joins Jack Martin to explore the firm’s Health Analysis and Longevity Optimizer (HALO) and ways it’s revolutionizing longevity planning for advisors and their clients. 

Heather discusses:

In this episode, Marc Lamson, the president of ASLAN Training, explores the techniques advisors need to convert leads into long-term clients while unveiling powerful strategies to unlock the potential of organic growth.

The organic growth rate for investment advisors has taken a hit since 2019, with the average investment advisor firm growing at a slower pace.

But there is a way to turn things around.

In this episode, Marc Lamson, the president of ASLAN Training, explores the techniques advisors need to convert leads into long-term clients while unveiling powerful strategies to unlock the potential of organic growth.

Marc discusses:

In this episode, Jack Martin continues to talk about the elements you need to build a million-dollar business.

From defining your niche to lead capture and the concept of funnels, Jack unveils how these elements contribute to growing your business while enhancing the relationship you have with your clients.

As an advisor, you have to be strategic about your marketing. 

While building brand awareness and value for your target audience is crucial, it’s not everything.

In this episode, Jack Martin continues to talk about the elements you need to build a million-dollar business. 

From defining your niche to lead capture and the concept of funnels, Jack unveils how these elements contribute to growing your business while enhancing the relationship you have with your clients.

Jack discusses:

In this episode, Jack Martin sits down with Matt Halloran, the co-founder and chief relationship officer at ProudMouth. Matt explores the ins and outs of influence for financial advisors and the importance of building trust and connection with clients and prospects.

Advisors, are you ready to leverage actionable marketing strategies to stand out and #BeYourOwnLoud in a crowded marketplace?

In this episode, Jack Martin sits down with Matt Halloran, the co-founder and chief relationship officer at ProudMouth. Matt explores the ins and outs of influence for financial advisors and the importance of building trust and connection with clients and prospects.

Get ready to learn about ProudMouth’s seven drivers of influence — RocketBoosters — and how each one is designed to help you become a trusted and recognized authority.

Matt discusses:

This week, Jack Martin sits down with Laurence Black, the founder of The Index Standard®. Laurence explains how his platform is providing clarity and simplifying complex index concepts for financial advisors and their clients.

As a financial advisor, it’s not always easy to make informed decisions when selecting best-performing indices, ETFs, and/or annuities for our clients. 

With so much data and information available, navigating through it all and finding the most relevant and objective comparisons can be cumbersome. 

But it doesn’t have to be like that anymore. 

This week, Jack Martin sits down with Laurence Black, the founder of The Index Standard®. Laurence explains how his platform is providing clarity and simplifying complex index concepts for financial advisors and their clients.

Laurence discusse...

Are you an advisor looking to help your clients minimize future tax burdens? In this episode, Ed Slott talks about inflation and taxes while detailing some strategies advisors can use to help clients minimize future tax burdens.  Listen in as Ed explains how inflation can...

Are you an advisor looking to help your clients minimize future tax burdens?

In this episode, Ed Slott talks about inflation and taxes while detailing some strategies advisors can use to help clients minimize future tax burdens. 

Listen in as Ed explains how inflation can benefit tax planning, the three-year window of opportunity to capitalize on historic low tax rates, and the importance of alternative solutions for IRAs and 401(k) plans in light of recent legislative changes. 

Ed discusses: 

Get ready to discover the secrets to removing barriers and making your ideas contagious in this week’s episode of The Breakthrough Advisor with Jonah Berger, bestselling author, and professor at Wharton School at the University of Pennsylvania.

Advisors, start asking ‘why’ instead of number-pushing

Get ready to discover the secrets to removing barriers and making your ideas contagious in this week’s episode of The Breakthrough Advisor with Jonah Berger, bestselling author, and professor at Wharton School at the University of Pennsylvania.

Jonah unpacks the ins and outs of finding the catalyst for advisors to create change within their businesses while detailing the value of understanding the difference between ‘feeling like we should do something’ and ‘wanting to do something.’

Jonah discusses:

This week, Jack Martin covers three out of the seven elements of an effective marketing plan for financial advisors. Jack shares the key ways to grow in the financial space and how to use these must-know elements to create a strategy to keep your clients engaged.

FOMO is a real thing. What’s separating you from growing faster and working less?

Advisors, with the proper processes and systems, you can easily use your marketing to grow your business and become a trusted authority in your industry.

This week, Jack Martin covers three out of the seven elements of an effective marketing plan for financial advisors. Jack shares the key ways to grow in the financial space and how to use these must-know elements to create a strategy to keep your clients engaged. 

Jack discusses:

In this episode, uber successful business coach and the founder of Limitless Adviser Coaching, Stephanie Bogan, joins Jack Martin to unpack the keys to being a happier and more successful advisor in 2023. Stephanie details the mindset and strategies that ambitious advisors should adopt in order to experience hockey stick growth in 2023.

As advisors get ready for 2023, the client experience will need to adjust to two things:

Digitization and Differentiation.

So, what should advisors know as they look forward to a new year?

In this episode, high-performance business coach and the founder of Limitless Adviser Coaching, Stephanie Bogan, joins Jack Martin to unpack some changes that can significantly benefit advisors in 2023. Stephanie details the mindset advisors need to grow their business and add value to their client experience. 

Stephanie discusses:

In this episode, Jack Martin is joined by Dr. Wade Pfau from The American College of Financial Services. Dr. Pfau unveils must-know strategies for effective retirement planning while detailing the tips and tricks you need to maximize your client’s retirement income through tax planning and efficient distribution.

Creating an effective retirement plan can be difficult when trying to prepare for the unexpected. 

So, how to maximize income while minimizing pitfalls?

In this episode, Jack Martin is joined by Dr. Wade Pfau from The American College of Financial Services. Dr. Pfau unveils must-know strategies for effective retirement planning while detailing the tips and tricks you need to maximize your client’s retirement income through tax planning and efficient distribution.

Dr. Pfau discusses: