What is the real impact of the upcoming election on effective tax planning for advisors? Are you thinking ahead, or just sprinting to the finish line each December?

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.

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.

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

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.

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

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

Retirement, divorce, loss of a spouse, remarriage, aging, disability, becoming a caregiverthese are all life-changing moments for a client. Can you confidently handle these tough conversations? Join