Breakthrough Advisor

Breakthrough Advisor


Latest Episodes

Revolutionizing Client Relationships and Acquisition with Tom Rieman (Ep 81)
February 03, 2025

Jack Martin and Tom Rieman explore the elements that drive a successful advisory practice, with a fresh approach to improving client-advisor relationships.

Understanding the Social Security Fairness Act with Mary Beth Franklin (Ep. 80)
January 13, 2025

Jack Martin sits down with Mary Beth Franklin to discuss the newly passed Social Security Fairness Act and its implications for retirement income planning.

Every Successful Advisor Deserves A Great Liquidity Event with David Grau Jr (Ep. 79)
January 03, 2025

Jack Martin interviews David Grau Jr, MBA, CEO of Succession Resource Group and Co-Founder of LendingWell, to discuss the buzz around mergers and acquisitions.

Post-election IRA and tax planning strategies with Ed Slott (Ep. 78)
December 18, 2024

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.

Trust-Based Selling as an Advisor in a Commoditized Market with Ari Galper (Ep. 77)
December 04, 2024

Jack Martin speaks with Ari Galper, a renowned authority in trust-based selling. Ari shares his "One Call Sale."

Permission to Spend: Next Level Retirement Income Planning with Michael Finke (Ep. 76)
November 20, 2024

Jack Martin speaks with Michael Finke, Co-Founder of IncomePath and wealth management professor & researcher at the American College of Financial Services.

Breaking Down Tax Changes: What Advisors Need to Know with Jeffrey Levine (Episode 75)
November 04, 2024

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

What the 4th Quarter and the Planned Tax Shake-up Mean for Advisors with Debra Taylor (Ep. 74)
October 23, 2024

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.

Simplifying Social Security for Advisors with Mary Beth Franklin (Ep. 73)
September 30, 2024

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

Winning Leadership in Times of Adversity With Ron Shurts (Ep. 72)
September 17, 2024

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